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UK services sector returns to growth, optimism picks up

Created at 5 Aug · 8:04 AM2 sources↑ Market-relevant2 events
IN SHORT

Britain's services sector grew in July for the first time since April, with new orders increasing and business expectations reaching their highest point since before the Iran war. Input cost inflation also eased.

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Key Numbers

52.1UK Services PMI in July
48.8UK Services PMI in June
50.8UK total new work index in July
47.6UK total new work index in June
five monthsslowest rate of price increases
52.0Euro zone Composite PMI in July
eight-monthhigh for Euro zone business activity
51.7Euro zone Services PMI in July
five-monthhigh for Euro zone Services PMI
six-monthrun of Euro zone job losses ended
five-monthhigh for Euro zone business confidence
2.9%Euro zone inflation in July

Who's Involved

S&P Global
Provider of the UK and Euro zone PMI surveys
Tim Moore
Economics director at S&P Global Market Intelligence
Chris Williamson
Chief business economist at S&P Global Market Intelligence
European Central Bank
Expected to raise interest rates in September

↳ Why This Matters

The return to growth in the UK services sector, coupled with easing inflationary pressures and increased business confidence, suggests potential resilience in the British economy. For the Euro zone, sustained activity and rising inflation point towards continued monetary tightening by the European Central Bank.

Key facts

  • Britain's services sector returned to growth in July, with the PMI rising to 52.1.
  • New orders for UK services firms increased for the first time since February.
  • Input cost and prices charged inflation eased in the UK services sector.
  • Business confidence in the UK services sector reached its highest level since February.
  • Euro zone business activity hit an eight-month high in July, with services expanding.

Britain's dominant services sector returned to growth in July, with new orders picking up and business expectations reaching their highest point since before the Iran war in February. The S&P Global UK Services Purchasing Managers' Index (PMI) rose to 52.1 from 48.8 in June, marking the first expansion since April.

The index of total new work among services firms increased to 50.8, the strongest since February, ending a four-month decline. While new export orders decreased for the fifth consecutive month, the pace of decline was the mildest in that period. Services firms reported the weakest increase in input costs since February, and prices charged rose at the slowest rate in five months.

Business confidence was the highest since February, with stronger growth projections partly reflecting hopes of de-escalating Middle East tensions and signs of easing inflationary pressures. The survey's employment gauge dropped for the 22nd consecutive month, though at the softest pace since October 2025.

Meanwhile, Euro zone business activity reached an eight-month high in July, driven by services, which expanded for the first time since March to a five-month high of 51.7. Overall new orders saw their fastest growth since November. Employment stabilized, ending a six-month decline, and business confidence rose. Euro zone inflation edged up to 2.9% in July, increasing the likelihood of further European Central Bank interest rate hikes.

Frequently asked questions

Readings above 50.0 indicate growth in business activity, while readings below 50.0 signal contraction.

Germany, Italy, and Spain all saw stronger growth in July, with Spain posting its best performance in over a year and a half.

Inflation across countries using the euro rose to 2.9% in July from 2.8% a month earlier.

A Reuters poll predicted that the ECB will lift its key deposit rate in September.

What Happens Next

01The European Central Bank is expected to lift its deposit rate in September.
02UK services firms' growth projections for the year ahead will be closely watched.

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Cadence
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How It Developed

Euro zone business activity reached an eight-month high in July, driven by services.
Britain's services sector returned to growth in July, with new orders picking up.
The S&P Global UK Services Purchasing Managers' Index rose to 52.1 in July from 48.8 in June.
New work among UK services firms rose to 50.8 in July from 47.6, the strongest since February.
UK services firms reported the weakest increase in input costs since February.
Prices charged by UK services firms rose at the slowest rate in five months.
Business confidence in the UK services sector was the highest since February.
Stronger growth projections for the UK year ahead partly reflected hopes of de-escalating Middle East tensions and easing inflationary pressures.

Sources

T1
Euro zone services revival drives activity in July but outlook clouded by Iran war, PMI showsReuters

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