🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

PREVIEW-UK's Darling to forecast worst downturn since WW2

Published 04/15/2009, 06:40 AM
Updated 04/15/2009, 06:48 AM
SOGN
-

* UK economy to shrink 3 times faster than forecast in Nov

* Darling to pin hopes on pre-election recovery in 2010

* Weaker growth outlook to exacerbate deficit worries

By Christina Fincher

LONDON, April 15 (Reuters) - British finance minister Alistair Darling will be forced to take an axe to his economic forecasts next week and admit the economy looks set for its deepest downturn since World War Two.

Since taking charge of the nation's purse strings two years ago, Darling has got used to being the bearer of bad news. Britain's banking sector was one of the first casualties of the global credit crunch and the economy has plunged into its first recession in almost 20 years.

In his pre-Budget update last November, Darling forecast the economy would contract by around 1 percent this year, a far cry from the 2 percent growth he initially envisaged. Despite a raft of stimulus measures, even this looks unrealistic and Darling is likely to admit the downturn will be three times sharper.

"Darling will have to downgrade his forecasts in a colossal way," said Brian Hilliard, an economist at Societe Generale. "My guess is he'll move closer to consensus and go for a fall of around 3 percent this year."

Even a 3 percent decline would be relatively optimistic. The OECD has forecast a decline of 3.7 percent this year while the International Monetary Fund reckons Britain will be among the hardest hit industrialised countries and shrink by 3.8 percent.

The consensus of more than 40 economists polled by Reuters last week is for a contraction this year of 3.6 percent. That would surpass the 2.1 percent decline in 1980 as the biggest yearly fall since 1945.

UNCERTAIN FUTURE

Darling's growth forecasts for future years may be watched even more closely. The government's arithmetic for tax revenues and spending hinges on its outlook for growth, so any downward revisions would make its deficit forecasts even more alarming.

Britain's budget deficit already looks like rising to its highest proportion of GDP in peace-time history. Further deterioration could fuel concerns about the country's ability to service its debt, sparking a renewed sell-off in the pound.

Opposition politicians have aired the possibility that the government may need to go cap in hand to the IMF, just as it did under a previous Labour administration in 1976.

Markets are not attaching much weight to such a scenario -- Britain's debt-to-GDP ratio remains relatively low and appetite for UK government bonds strong. But Darling will be mindful of the dangers of generating negative headlines.

With an election due by mid-2010, Darling may have another reason to play up recovery prospects. Over-optimistic forecasts for this year could result in yet more embarrassing downward revisions, just before going to the polls. But ambitious forecasts further out carry little risk.

Last November, Darling forecast the economy would grow by between 1.5 to 2.0 percent in 2010 and 3 percent in the three subsequent years.

Economists are sceptical. History suggests recession-hit economies take a long time to recover and the need to reverse the recent fiscal stimulus with tax rises and spending cuts could create significant headwinds.

"A V-shaped recovery is out of the question," said Marc Ostwald, a strategist at Monument Securities. "It could take five years or more for output to get back to pre-credit crisis levels."

(Editing by Stephen Nisbet)

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.