State of the UK Economy 2006

Since the last recession ended in the autumn ofInflation in the UK continues to be close to the
1992 the British economy has experienced thegovernments target, despite the continued high
longest period of uninterrupted economic growthprices of oil. In December the CPI fell to 2.%
since records began. After strong growth of 3.2%down from over 3% at the end of 2004. This
in 2004, in 2005 economic growth was lower thancould lead to the prospect of future interest rate
predicted at only 1.6%, however growth iscuts, although the MPC disappointed business at
expected to pick up to 1.8% in 2006 and 2.4% inthe last meeting of the MPC by keeping interest
2007. Source (National Office of Statistics)rates at 4.5%. With regard to prospects for next
The significant feature of UK economic growth isyear some analysts fear that if there was a
that we appear to have avoided the boom andsignificant fall in the supply of oil from Iran (due to
bust economic cycles which characterised thepolitical reasons) the price of oil may continue to
post war period. Since 1992 economic growth hasrise to $100 a barrel. At these levels it is quite
usually been relatively close to the long run trendlikely that it would then feed through into cost
rate of 2.5%. This increased stability should helppush inflation. However at the moment such
long term investment decisions.forecasts remain conjecture. Also there remain
However one drawback to the economic growthmany powerful downward pressures on inflation
is that many economists argue that it issuch as price competitiveness of China, weak
unbalanced. The manufacturing sector haswage growth in the labour market and a
continued to under perform with the mainmoderation in the housing market.
impetus for growth often coming from consumerGovernment finances
spending. For example in the late 1990s the sharpDespite 15 years of economic growth the
rise in the housing market fuelled consumergovernment has been forced to borrow more
spending. Also with interest rates at 4.5% (in 1991than anticipated. The Pre-Budget Report forecast
they reached 15%) consumers have beenfor 2005/6 is net borrowing of £37.0 billion.
encouraged to borrow even more. This has led to(The deficit on current budget showed a deficit of
a fall in the savings ratio to a record low of 4.0%£4.0 billion, for December 2005 ) This
in 2000 (compared to 12% in 1980). Since 2000indicates the government is close to breaking its
the savings ratio has recovered a little to 4.7%golden rule for borrowing and the chancellor may
but it still remains very low with record levels ofbe forced to raise taxes or cut spending if the
spending on credit cards. This means the UKfinances don't improve. As a % of GDP public
economy would be very sensitive to any rise insector debt has risen from 30% in 2001 to 37%
interest rates which may occur in the coming 24in 2005. However this is significantly lower than
months.other OECD countries such as
UnemploymentGermany: 4.2% of GDP
Unemployment has fallen significantly since 1992France: 4.2% of GDP
where the claimant count reached over 3 millionUSA: 4.9% of GDP
unemployed. However after reaching an all timeJapan: 7.4% of GDP
low in 2004 unemployment is now starting to(2003 financial years )
gradually increase. The Office for NationalCurrent account deficit
Statistics (ONS) said that the number of peopleCurrent account deficit widen in the last quarter
out of work rose by 72,000 to 1.49 million orof 2005 to 3.5% of GDP, partly due to insurance
4.7% in the three months to October. Using thepayments resulting from Hurricane Katrina. This is
governments less reliable measure ofthe largest deficit for a long time. In the long term
unemployment (those claiming benefits - JSA)a rising deficit could cause constraints on lower
unemployment stands at 902,000 in November,interest rates and growth, although like the US
the tenth month in a row that it has risen. Morethe UK has been able to shrug off current
worryingly is the fact that the number ofaccount deficits without many ill effects
economically inactive people has risen to an allConclusion
time high. This puts pressure on governmentDespite moderate rises in the unemployment
finances (Pay more benefits and receive less tax).rates the general prospects for the UK economy
The future prospects for unemployment remainremain positive. With a backdrop of low inflation
uncertain. If growth continues to be below trendand steady economic growth it is quite likely
further job may be lost, particularly in theeconomic growth will pick up creating more jobs
beleagued manufacturing sector. However ifby 2007. If inflation continues to be close to the
growth does pick up this upward trend maygovernments target it is also quite likely interest
come to an end. Also many economists arguerates will be able to come down a fraction. The
that the natural rate of unemployment in the UKmain cause for concern with the UK economy is
has fallen due to increased labour market flexibilitythe relative weakness of the manufacturing
and successful supply side policies of the 1980ssector and industry in general. This makes it
and 1990s. The unemployment rate in the UK stilldifficult to reduce the current account deficit and
compares favourably to EU economies likemay cause more job losses in certain sectors of
Germany and France where unemployment isthe economy.
close to double figures.- R.
Inflation