UK consumer sentiment falls to three-month low in September

S&P Global's UK consumer sentiment index fell to 42.7 in September 2026 from 42.9 in August, a three-month low. More than half of 1,500 households expected borrowing costs to rise, and confidence in the jobs market dropped to a three-and-a-half-year low on mortgage and job fears. Weak household finances could restrain spending if pressures persist.