Many near-real-time indicators of U.K. household activity peaked in late Aug. / early Sep. and now are starting to deteriorate:

1) Google Trends data point to fading demand for a wide range of consumer services

2) OpenTable data show seated diner numbers declined as September progressed

3) Data from the Department for Transport show transportation usage peaked in the first half of September and has since rolled over

4) Data collated by Springboard also point to a decline in footfall on the high street and at shopping centres

Of course, household spending ≠ GDP. Recent PMI data point to momentum in business-to-business demand. But if the virus continues to gain traction, triggering a further retrenchment by households, it's unlikely that GDP will be materially higher in Dec than in Sep.