Bank of Ireland 2021 Interim Results - Debt Investor Presentation slide image

Bank of Ireland 2021 Interim Results - Debt Investor Presentation

Irish economic data supports improved outlook Economic & Housing Pulse indices above pre-pandemic levels Bank of Ireland 2021 Interim Results - Debt Investor Presentation 120 100- 80 60 20 40 20 Jan 20 Apr 20 Jul 20 Oct 20 Jan 21 Apr 21 Jul 21 Economic Housing 650,000- 550,000- 450,000- Pandemic Unemployment Payment (PUP) recipients; 68% below peak 350,000- 250,000- 150,000 Apr 20 Jul 20 Oct 20 Jan 21 Apr 21 Jul 21 5 Economic sentiment rebounds as economy reopens; housing market sentiment particularly strong . • • • . Bank of Ireland Economic Pulse at 89.3 in July, ahead of its pre-pandemic level of 86.4 in Feb 2020 While the ongoing reopening has lifted business sentiment, Pulse data show that costs are now rising for three in five firms House prices rose by +5.5% y/y in May, the fastest pace of growth in over two years, underpinned by the mismatch between supply and demand Pulse data shows 4 in 5 households expect further house price gains over the coming year The number of recipients of the Irish government's PUP has reduced for 24 successive weeks (to late-July) as the economy reopens Pent-up demand and elevated savings fuelling increased consumer spending; volume of retail sales in June was 13.4% above the same month in 2019 Consumer spending expected to recover further as restrictions around activity continue to ease Pulse data shows a third of households expect their financial situation to improve in the next 12 months Sources: Bank of Ireland Economic Pulse; Department of Social Protection 1 The Bank of Ireland Economic Pulse is based on a series of monthly surveys of households and firms in Ireland which cover a wide range of topics including the economy, their financial situation, spending plans, house price expectations, business activity and hiring intentions. Bank of Ireland
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