Household savings to support UK spending and retail rents

Real household disposable income growth is now slowing, but we still expect household consumption will accelerate to around 1.8% y/y on average over 2025-27 as households start to run down the savings they have built up. That will help all-retail rents grow by around 2% p.a. over 2025-27, a marked improvement from the performance of the past 15 years.  

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