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UK economy contracts in May but by less than City feared

The UK economy shrank in May as production output fell and the service sector stalled, according to the Office for National Statistics.

But the 0.1% fall in gross domestic product in May was better than the 0.3% decline the City had expected in a month disrupted by an extra bank holiday for the King’s Coronation with economists expecting a bigger hit from the extra day off.

ING Economics said: “We had been expecting a more tangible hit from the King’s Coronation and the extra bank holiday, given last year’s royal events saw temporary declines in activity worth 0.7% of GDP in June and September.”

Production output fell by 0.6% in May after a fall of 0.2% in April, revised up from a fall of 0.3% in the previous publication; this sector was the main contributor to the fall in monthly GDP in May, the ONS said.

The construction sector fell by 0.2% in May following a fall of 0.9% in April, revised down from a fall of 0.6% in the previous publication.

Services output showed no growth in May following growth of 0.3% in April, unrevised from the previous publication.

The EY ITEM Club pointed out that May's extra bank holiday caused a much smaller fall in GDP than two similar instances in 2022.

“But while evidence of greater resilience was encouraging in terms of the near-term outlook for activity, it raises the odds of the Bank of England increasing interest rates again in August,” it added.

EY ITEM Club expects the economy to escape a contraction in the second quarter, and sees decent growth in quarter three.

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