The UK’s monthly real GDP fell by 0.1% in September 2025, compared with August’s and market expectations of zero growth. Production output declined by 2%, reversing a 0.3% increase in the previous month and marking the largest drop since January 2021. Output decreased across all production subsectors, namely manufacturing (-1.7%), electricity, gas, steam and air conditioning supply (-3.4%), mining and quarrying (-3.4%), and water supply; sewerage, waste management and remediation activities (-0.7%). On the other hand, the services sector rose by 0.2%, rebounding from a 0.1% drop in August, supported by strong growth in wholesale and retail trade; repair of motor vehicles and motorcycles (+1.4%), information and communication (+0.8%), and education (+0.8%). Construction output also increased by 0.2%, after falling 0.5% in the prior month, driven entirely by a 0.7% rise in new work.