UK GDP Edges Up 0.1% in December as Industrial Output Drops 0.9%

Overview

• Monthly GDP rose 0.1% in December 2025, matching market expectations after November was revised up to a 0.2% gain.
• Industrial production fell 0.9% on the month in December, reversing a revised 1.3% increase in November and defying expectations for no change.
• On an annual basis, industrial output slowed to 0.5% in December from 2.3% in November, below the 1.5% rise economists anticipated.
• UK GDP grew 0.1% in the fourth quarter versus the prior three months, missing the 0.2% increase projected by FactSet.
• For 2025 overall, the economy expanded 1.3%, the strongest since 2022 yet still modest given consumer caution and elevated borrowing costs.