Shore Capital sees UK discretionary consumer goods stocks outperforming in 2027 on improving confidence
Bitget2026/09/23 13:56- Shore Capital flagged improving UK consumer sentiment into late 2026, though it expects the clearer uplift in discretionary goods in 2027.
- Forecast December 2026 UK ONS CPI at 3.75%-4.25%, driven by energy and food costs tied to volatile oil markets.
- UK base rate seen holding in a 3.75%-4.25% range, with risk of a pre-Christmas rise to 4.0%.
- Real living standards expected to stay broadly flat through 2027, with higher home energy bills a key downside risk.
- Home-related goods seen offering the most cyclical upside if housing activity recovers, though high gilt yields remain a headwind.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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