Economy March 3, 2026

Reeves' Budget Update: Lower Inflation and Borrowing, Softer Near-Term Growth

Finance minister presents updated OBR forecasts showing reduced borrowing and inflation but trimmed growth projections amid global market strains

By Priya Menon
Reeves' Budget Update: Lower Inflation and Borrowing, Softer Near-Term Growth

In a budget update to parliament, finance minister Rachel Reeves set out revised forecasts from the Office for Budget Responsibility that show Britain's inflation and borrowing will be lower than previously expected by the fiscal watchdog, while economic growth forecasts for the near term were reduced. The update, delivered against a backdrop of Middle East turmoil and sliding markets, also reported increased fiscal headroom by the end of the decade and projections for unemployment to peak this year before falling through the forecast period. Reeves signaled further measures on youth unemployment and announced plans to propose closer trade ties with the European Union in the coming weeks.

Key Points

  • Growth: OBR now forecasts UK GDP growth of 1.1% this year, down from a 1.4% forecast in November for 2026, with modestly higher expectations for 2027-28 and 1.5% for 2029-30.
  • Fiscal headroom: Expected tax receipts are projected to be 23.6 billion pounds above day-to-day spending in 2029/30, increasing the government's margin for meeting its main fiscal target.
  • Inflation and jobs: The OBR sees consumer price inflation averaging 2.3% in 2026 (down from a previous 2.5% forecast) and unemployment peaking later this year before falling to 4.1% by the end of the parliament.

British finance minister Rachel Reeves delivered a mid-cycle budget update to parliament on Tuesday that incorporated fresh figures from the Office for Budget Responsibility (OBR). The outlook she presented showed lower expected inflation and reduced borrowing relative to the OBR's earlier projections, even as the watchdog trimmed its near-term growth forecast.

The statement came as international tensions in the Middle East intensified and equity markets were under pressure, a backdrop Reeves noted as she set out the numbers.

Growth forecasts revised down for this year

According to the OBR figures cited by Reeves, the United Kingdom's economy is expected to expand by 1.1% in the current year. That projection is weaker than the 1.4% growth that the OBR had forecast for 2026 in its November outlook, when Reeves presented her full annual budget. Despite the downgrade for this year, the OBR has nudged forecasts slightly higher for later years: output is now expected to rise by 1.6% in both 2027 and 2028, and by 1.5% in 2029 and 2030. Those later projections compare with the OBR's prior expectation of 1.5% growth in each year from 2027 through 2030.

Fiscal position shows more headroom

Reeves said the government now expects to have a larger margin for error in meeting its principal fiscal target by the end of the decade. The OBR's updated numbers put expected tax receipts at 23.6 billion pounds above projected day-to-day public spending for the fiscal year 2029/30, she reported.

Inflation and labour market outlook

The OBR's estimate for consumer price inflation was revised down for 2026, with Reeves saying the watchdog now expects inflation to average 2.3% that year. By contrast, the OBR in November had forecast inflation of 2.5% for this year when the full budget was announced.

On the labour market, Reeves said the OBR projects unemployment will peak later this year before declining in each subsequent year of the forecast period. Unemployment is forecast to end the parliamentary term at 4.1%, which Reeves noted is lower than the rate at the start of the parliament. She indicated she will set out additional reforms in the coming weeks aimed at addressing youth unemployment.

Trade policy to be addressed

Reeves also announced that she intends to present proposals for closer trade ties with the European Union in a speech scheduled for the coming weeks.

These fresh OBR projections and the policy signals that accompanied them will inform markets and public finances as the government balances inflation, borrowing and growth amid uncertain global conditions.

Risks

  • Global uncertainty - The update was delivered against turmoil in the Middle East and weakening markets, which could affect investor sentiment and economic stability, impacting financial markets and export-dependent sectors.
  • Near-term growth weakness - The downgraded growth forecast for this year could weigh on industrial production and services demand, affecting manufacturing, transport and consumer-facing sectors.
  • Labour market transition - While unemployment is forecast to decline after peaking, a short-term rise could create headwinds for sectors sensitive to consumer spending and for employers managing workforce adjustments.

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