UK real GDP increased +0.3% MoM (vs +0.1% MoM expected) and +1.4% YoY in November 2025, showing a rebound after October weakness.

• Real GDP grew +0.1% (vs -0.2% expected) in the three months to November 2025 vs the three months to August, following 0.0% growth in the three months to October (revised up from -0.1%) and +0.1% growth in the three months to September.

• Services output rose +0.2% over the three months to November (after +0.1% in the three months to October), making services the largest contributor to the +0.1% three-month GDP increase.

• Production output fell -0.1% in the three months to November, marking a third consecutive three-month decline, with a -18.9% fall in motor vehicle manufacturing detracting 0.11pp from GDP growth.

• Construction output declined -1.1% in the three months to November (after -0.3% in the three months to October), the weakest three-month construction reading since March 2023 and consistent with slowing momentum since May 2025.

• On the month, services rose +0.3% in November after falling -0.3% in October; professional, scientific and technical activities increased +1.7% after four straight monthly declines, while information and communication rose +1.5% after -0.9% in October.

• Production grew +1.1% MoM in November, driven by manufacturing up +2.1%; transport equipment rose +10.7% and motor vehicles jumped +25.5% following recent volatility tied to an August cyber incident and subsequent normalization.

• Construction fell -1.3% MoM in November after a revised -1.2% drop in October, with declines in both new work (-1.9%) and repair and maintenance (-0.4%); public new housing fell -10.8% and was the main monthly drag.