高盛：英国2024年展望报告：没什么不同（英文版）

While the UK economic outlook looked substantially worse than for other advanced economies a few months ago, the UK’s prospects have converged to other DMs in important respects. First, the economy has shown surprising growth resilience and (so far) avoided a recession. We expect growth to improve modestly in 2024 as real disposable income rises and the growth drag from the BoE’s tightening diminishes. We look for growth of 0.6% next year, slightly above consensus.