Propenomix with Adam Lawrence

****PLEASE SHARE AND HELP TO SPREAD THE WORD OF PROPENOMIX**** 🚨 Breaking Insight! 🚨 "The Bank of England's decision was 'finely balanced' this week, with the potential for an August rate cut looming large. Dive into the latest economic landscape with me, covering key aspects from inflation figures to consumer confidence, and what these mean for the property market. 📊🏡 🌟 Highlights: The recen...

****PLEASE SHARE AND HELP TO SPREAD THE WORD OF PROPENOMIX**** This week I get deep into the detail of the major UK economic news of this week: Unemployment - what happened in April and May and what's going on right now. Growth - or lack of it - and what's going on in real time The housing market - the surveyors got very bearish in late May, but is that right and is that really what's going on? Th...

Recorded LIVE! New format ****PLEASE SHARE AND HELP TO SPREAD THE WORD OF PROPENOMIX**** A week that everyone has been waiting for - not at home, but close to home. The first cut is the deepest, they say - what next? Whose "stairs" look the most realistic to you? Will there be a realisation that the Bank of England really don't care too much about the price of the dollar and the US jobs survey com...

****PLEASE SHARE AND HELP TO SPREAD THE WORD OF PROPENOMIX***** This week gets stuck into the detail after the Bank of England quarterly monetary policy report. When will rates go down? Why? Why not faster - or slower? Will they even go down? What's the future, in the near and medium term, of the UK property market, prices, population growth and demand, and also supply of housing? I get into the w...

****PLEASE SHARE AND HELP SPREAD THE WORD OF PROPENOMIX**** One more step along the road we go - one more voter for a cut in interest rates. Still 7-2 in favour of holding. Why? What's going to happen over the next year and more in terms of rates? Should you fix now, and for how long? All this, in detail, with my insights and analysis, contained within. The backdrop is a very positive week for the...

****PLEASE SHARE AND HELP SPREAD THE WORD OF PROPENOMIX**** This week tucks into a juicy macro week including the money and credit report (figures on mortgage approvals, the money supply, and consumer credit), house prices according to nationwide, the yields of course and then looks into several ONS "real-time" reports of interest, and the Zoopla April report to boot. I then (try to) draw it all t...

Wendy said it best about this highly enjoyable interview: "My guest this week has a vast financial and business background which made his entry into property investing an interesting one! Utilising his understanding and knowledge of the macro economic picture, he has been able to translate all those figures and graphs into meaningful content to help others invest wisely.  Adam Lawrence has built a...

****PLEASE SHARE AND HELP SPREAD THE WORD OF PROPENOMIX**** An eventful week, particularly in the US which had some impact on the UK markets, as it tends to do. Some very positive macro news about April's economic activity in general, which leads to reports of a stronger economy, that perhaps doesn't need an interest rate cut, I'm afraid. Also this week - a couple of paragraphs on explaining exact...

****PLEASE SHARE AND HELP SPREAD THE WORD OF PROPENOMIX**** Another 5000 word blockbuster - macro events of the week are always meaningful when we have the labour market overview and also the inflation numbers, not that I'm utterly obsessed..... I also get stuck into Friday's speech by Dave Ramsden, Deputy Governor of the Bank, and Hamptons International's Spring Report on the market - enjoyable a...

This week's Supplement focuses in the Deep Dive section on a report from the Resolution Foundation about rents and their thoughts over the next few years. I challenge a few of the assumptions that they don't seem to have the economic stomach to challenge, although overall I am an admirer of their work and they are simply analysing with respect to their agenda (the protection of low-to-middle incom...

This week faces the poor Halifax House Price Index print head on and challenges the bullish assumptions that I, and a small handful of other commentators, have been making about the market.   I get stuck into the Bank of England Money and Credit Report and also the ONS Quarterly Sector Accounts which cover the household finances.     

This is an article I wrote for Property Investor News in March 2024.    Social housing - my own experience as a landlord and investor - considering social impact as well as commercial viability and opportunity.

This week discussed whether indeed it is a Happy Easter or not......   Getting stuck into Zoopla rental reports, Bank of England Financial Stability updates, and the ONS' new index on private rents - PIPR. The direction of travel looks pretty clear.....

This week takes a look at the chance of the remaining property legislation getting through this parliament, and then the macro landscape including a significant inflation writeup.   Then, the Bank of England's meeting minutes get a full breakdown with my views on where inflation and rates are going over the rest of 2024.   The recession is over - long live the United Kingdom!    

Arrears figures released this week started the clickbait mafia machine, whipping people up into a frenzy. Fuss about nothing? If you want the truth, have a listen and find out.   The macro roundup also gets into unemployment and growth figures, alongside what the surveyors are thinking and feeling.   FCA mortgage data is broken down in detail.

Jeremy Hunt's budget breakdown in detail! Multiple dwellings relief changes broken down in detail with worked examples   Changes to short lets considered and analysed   Implications of changes to capital gains tax on property at the higher rate level.

This week gets stuck into the Bank of England credit port and also the Zoopla House Price Index.

An article I wrote for Property Investor News for February - election survival strategies.

This week gets deep into the detail of the Bank of England's appearance before the Treasury Committee - and as always all the key macro stats and what it all means for the UK Property market.   The players involved this week made me think of a soap opera - hence the title. We kick off with a quote by the great Milton Friedman in a week that's reminded me that so many still don't understand inflati...

This week goes "so Macro" and tucks right in - with the relevant level of detail - into the story behind the current UK Recession. To say I'm skeptical is an understatement.

This week rounds up a positive reading! After the macro metrics segment, I get into confession about the yield curve and what I do and don't understand.

This week I summarise the Bank of England monetary policy Committee meeting including a line by line analysis of the minutes of the meeting. What's the immediate future of the Bank Base rate and resultant interest rates - and why? Listen to find out.   There's also a longer inflation discussion - which is needed, because all the useful suspects are getting it all wrong again.

This week focuses on the macro - as always - and dissects the Hamptons International report on limited company ownership for 2023.   I also destroy the politicians hopes and dreams of a working solution for the housing market and provide a suggestion which I think is far better. Not difficult to get over that low bar - but mine might actually work.    

This week steams into a whole pile of macro, followed by some context and a discussion of the current mortgage lending market as far as Buy to Let goes in the UK.

This week's Supplement gets into the Bank of England's blog and what those facing higher mortgage payments have actually done about it - and what they might do going forward.   I also cover the macro events and the current mortgage rates - and what I think will be happening to inflation and rates in the near future.