UK is fastest-growing G7 country in Q1 2025, as US exports jump ahead of trade war – business live

TruthLens AI Suggested Headline:

"UK Reports 0.7% GDP Growth in Q1 2025, Leading G7 Economies Amid Rising Household Financial Pressures"

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TruthLens AI Summary

In the first quarter of 2025, the UK has emerged as the fastest-growing economy within the G7, achieving a growth rate of 0.7%. This growth is a notable achievement for the UK government, especially in light of contrasting economic conditions in other G7 countries. The US economy, for instance, experienced a slight contraction amid rising imports linked to the ongoing trade tensions initiated by former President Donald Trump. Preliminary data from other G7 nations shows that Canada’s GDP is estimated to have grown by 0.4%, while Italy, Germany, and France recorded minimal growth rates of 0.3%, 0.2%, and 0.1% respectively. Notably, Japan's GDP report is pending, but a slight contraction is anticipated. The UK's strong performance stands out, especially as it has surpassed the growth figures of its European counterparts, indicating a resilient economic environment despite broader global pressures.

However, the positive growth figures are tempered by rising financial concerns among UK households. Recent data from the Ministry of Justice reveals a significant increase in mortgage repossessions, with possession claims rising by 31% compared to the same quarter last year. This trend reflects the increasing financial strain on households, despite recent interest rate cuts aimed at easing economic pressures. Additionally, UK exports to the US have seen a considerable boost, reaching their highest level in over two years, which has contributed positively to the trade balance and overall GDP. Nevertheless, economists express caution about the sustainability of this growth, forecasting potential slowdowns in the subsequent quarters. Factors such as stagnation in the construction sector and increasing energy bill defaults signal underlying challenges that could hinder continued economic momentum. The government is taking steps to address these issues, including investments in clean energy initiatives, but the future economic landscape remains uncertain as global economic headwinds loom.

TruthLens AI Analysis

The report highlights the UK's economic performance in the first quarter of 2025, presenting it as a success against its G7 counterparts. The focus is primarily on the UK’s 0.7% growth, contrasting it with the US's slight GDP contraction due to the impact of imports and ongoing trade tensions. Additionally, the report brings attention to rising financial pressures on households through mortgage repossessions and a government move towards divesting its stake in NatWest bank.

Economic Context and Government Image

The article aims to bolster the UK government's image by showcasing its economic growth amidst global challenges. By emphasizing the UK’s position as the fastest-growing G7 economy, the government can present itself as effective in managing the economy, especially in the wake of external pressures like the US trade war. This narrative seeks to instill confidence in the electorate regarding the government's economic strategies.

Public Sentiment and Hidden Concerns

Despite the positive economic growth narrative, the significant rise in mortgage repossessions serves as a counterpoint that might evoke concern among the public. By focusing on growth while downplaying the struggles of households facing financial strain, there may be an intention to obscure the broader economic issues affecting the population. This juxtaposition could lead to skepticism about the government's true grasp on economic realities.

Comparative Analysis with Other News

When comparing this report to other economic news, the focus on growth might be seen as an attempt to shift attention away from negative indicators in other G7 countries. The mention of disappointing growth in the eurozone and anticipated contractions in Japan suggests a strategy to position the UK favorably amidst a landscape of economic uncertainty elsewhere.

Market Implications

This news could have varied implications for the stock market and global economies. The positive growth figures for the UK might encourage investor confidence, particularly in sectors sensitive to economic performance. The government’s ongoing divestment from NatWest could impact banking stocks, indicating a shift in government policy that investors might interpret as a move towards further privatization.

Community Support and Target Audience

The narrative seems to cater to economically optimistic segments of society, likely appealing to business communities and investors looking for stability and growth. However, it may not resonate as well with those facing financial difficulties, such as homeowners struggling with mortgage repayments.

Global Power Dynamics

From a broader perspective, the UK’s economic growth amidst global challenges could be interpreted as a strategic advantage that the government may leverage in international discussions and negotiations. This article aligns with ongoing dialogues about economic resilience and competitiveness on a global scale.

Potential AI Influence

There is a possibility that AI tools were used in drafting or editing this report to structure the information clearly and emphasize key statistics. The framing of the economic data in a positive light could suggest a methodical approach to crafting the narrative, possibly leveraging AI models designed for news summarization and impact analysis.

Considering all these points, the reliability of the news can be viewed as moderately high in terms of factual reporting of growth figures. However, the selective emphasis on positive aspects, while glossing over significant issues like rising mortgage repossessions, raises questions about the overall transparency of the message being conveyed.

Unanalyzed Article Content

Britain has outpaced major international rivals for growth in the first quarter of this year, by accelerating in January-March.

The UK’s 0.7% growth in Q1 2025 shows it was the fastest-growing economy in the G7 during the last quarter – a clear boost for the government this morning.

In contrast,USGDP contracted slightly due to a surge of imports to beat Donald Trump’s trade war.

Now, we don’t getJapan’sGDP report until tomorrow morning (a small contraction is expected), andCanada’sdata is only an early estimate.

But as things stand, here’s the G7 growth league table:

UK: +0.7% growth

Canada:estimatedto have grown by 0.4%

Italy: 0.3% growth

Germany: 0.2% growth

France: 0.1% growth

US:-0.075%(or -0.3% on an annualised basis)

Japan: reporting tomorrow, -0.1%forecast

There’s been a worrying jump in mortgage repossessions this year.

New data from theMinistry of Justiceshow that, compared to the same quarter in 2024, there were increases in mortgage possession claims from 5,182 to 6,765 (31%), orders from 3,013 to 4,624 (53%), warrants from 2,919 to 3,517 (20%) and repossessions by county court bailiffs from 769 to 1,092 (42%).

This is another sign of the financial pressures on households, despite the recent cuts to UK interest rates.

Adam Butler,public policy manager atStepChange Debt Charity,says:

Newsflash: The UK government has moved a step closer to selling all its stake in NatWest bank.

The Treasury’s stake in NatWest has now fallen to 0.90%, down from 1.98% previously.

The government has been trimming its stake by selling NatWest shares back to the market, cutting a stake which it took when it rescued Royal Bank of Scotland (as it was then called) in 2008.

Last year, the then-Conservative government. had planned to sell the stake to the public in a flashy “Tell Sid”-style campaign (harking back to the Thatcher privatisations of the 1980s), but that plan was scuppered by the general election.

Disappointing growth news - the eurozone didn’t expand quite as quickly as first estimated in the first quarter of this year.

Statistics bodyeurostathas cut its estimate for eurozone growth in Q1 2025 to +0.3%, down fromits initial estimate last monthof +0.4% growth.

Ireland recorded the fastest rise in GDP – up 3.2% in the quarter, due to increased activity at its multinationals. Contractions were measured inSlovenia(-0.8%),Portugal(-0.5%) andHungary(-0.2%).

This updated data confirms that the UK outpacedGermany(+0.2%),France(0.1%) andItaly(+0.3%).

The number of UK customers defaulting on their energy and water bills has jumped, a sign of the pressures on households.

The Direct Debit failure rate for “Electricity and Gas” bills rose by 27%, year-on-year, last month, from 2.13% in April 2024 to 2.71% in April 2025.

Water bill direct debit failures rose by 14%, from 0.96% to 1.09%.

Overall, the seasonally adjusted “Total” Direct Debit failure rate for April 2025 decreased by 1% from March 2025, but increased by 5% from April 2024.

UK chancellorRachel Reeveshas said there are clearly economic headwinds approaching,Reuters reports.

Asked if the strong growth in Q1 was sustainable,Reevestold reporters:

Reevesalso emphasised the significance of the government’s recently-announced trade agreements with the United States and India.

She said the government was “working through the detail” on the U.S. deal - a limited bilateral trade agreement that leaves in place Trump’s 10% tariffs on British exports.

Prime minister Sir Keir Starmer has welcomed today’s UK GDP data, saying the government is meeting his target of having the highest growth in the G7 group of leading democracies.

As we covered at 7.29am, theUK’s0.7% growth in January-March beats theUS,France,GermanyandItaly, and will probably outpaceCanadaandJapantoo.

SirKeirsaid:

Our Politics Live blog is tracking all the reaction in Westminster to the growth report:

The International Energy Agency (IEA) has forecast that demand for oil will slow this year, due to economic headwinds and record sales of electric vehicles.

In its latest monthly report, the IEA predicts that global oil demand growth will slow from 990,000 barrels per day in the first quarter of 2025 to 650 kb/d for the remainder of the year.

The IEA reckons signs of a slowdown in global oil demand growth may already be emerging. It says:

Britain’s forecast-beating growth hasn’t brought much cheers to the London stock market.

TheFTSE100index of blue-chip shares has dipped by 0.5% in early trading, down 40 points at 8544 points.

Oil companies are among the fallers, with BP falling by 4.6% and Shell down 3%.

That follows a 3% drop in the oil price this morning, on hopes of a US-Iran nuclear deal, withBrentcrude trading around $64 per barrel.

Oil is lower after US president Donald Trump said today that the United States was getting very close to securing a nuclear deal with Iran, and Tehran had “sort of” agreed to the terms.

“We’re in very serious negotiations with Iran for long-term peace,” Trump said on a tour of the Gulf, according to a pool report by AFP.

A deal could lead to sanctions relief for Iran, releasing more oil onto the market.

Away from the UK GDP data…Schools, care homes, hospitals and community centres are in line for more than £630m in government funds to fit heat pumps, solar panels, insulation and double glazing to help cut the energy bills of public buildings.

The government revealed the allocations for the Liverpool City Region Combined Authority, the Northumbria NHS Foundation Trust, the Royal Air Force Museum Midlands, Worcester City Council and the University of York, promising an estimated £650m in savings for taxpayers every year for the next 12 years.

Its latest clean energy drive was revealed hours after legislation passed to set up its state-owned energy companyGreatBritishEnergylate on Wednesday.

GBEnergywas a key pillar of the Labour government’s election manifesto and has pledged to back the company with £8.3bn over the course of this parliament to invest alongside the private sector in community energy projects and new technologies like floating offshore wind.

GBEnergy’schairJuergenMaiersaid the company was created “to ensure British people reap the benefits of clean, secure, homegrown energy”.

Maieradded:

Energy secretaryEd Milibandwill soon outline GB Energy’s strategic priorities – including which technologies it will focus on and how it should consider the public benefits from investment decisions.

Britain’s exports to the US have hit their highest level in over two years, helping to boost growth and narrow the UK’s trade deficit.

Exports of goods to the United States increased by £2.4bn in January to March, to £17.5bn, the highest level since the fourth quarter of 2022.

This could suggest a rush of demand to import goods into the US before Donald Trump announced his new tariffs on early April.

The ONS explains:

UK imports from the US rose by less, increasing by £1.3bn, helping to boost the UK’s trade balance.

PaulDales, chief UK economist atCapitalEconomics, says this will have added to GDP:

Dalesadds:

Raj Badiani,economics director, Europe atS&P Global Market Intelligence,says:

Disappointingly, economists are predicting that the UK won’t sustain its strong growth.

TheResolutionFoundationthinktank fears UK growth stumbled in April – the month when Donald Trump’s trade wars rattled the world economy.

SimonPittaway, senior economist at theResolutionFoundation, says:

Matt Swannell,chief economic advisor to theEY ITEM Club, predicts that quarterly GDP growth across the rest of this year is likely to be slower than in Q1, explaining:

One wrinkle in today’s generally decent UK GDP report is that the construction sector stagnated in the last quarter.

Construction output was unchanged January-March, compared with October-December, the ONS reports.

This was due to a 1.2% drop in repair and maintenance work, which wiped out a 0.9% rise in new work.

In March alone, though, construction output grew by 0.5%, following growth of 0.2% in February.

Scott Gallacher,director at financial plannersRowley Turton, says:

This morning’s strong growth figures will ‘blow away’ talk of a UK recession, points out theBBC’seconomics editorFaisal Islam.

Today’s GDP reading is “very good news for the economy”, reports Professor Costas Milas, of the University of Liverpool’s Management School.

He tells us:

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Source: The Guardian