Propenomix with Adam Lawrence

This week's supplement goes into some Macro meat and then asks a question I don't hear anyone else asking - where are all these people going? What does this all mean for the future of the private rented sector?   Most importantly - what and where are the opportunities for 2024?

The big one - a New Year's Eve extravaganza! The recent Bank of England report on the Buy-to-Let sector dissected in significant detail - what does the Bank really think about what's been going on?   Is this just another absolution of their responsibilities around the cost of housing and shelter - or simply a fair statement and leaves what should be outside of scope outside?   Enjoy and Happy New...

This week rounds up an amazing fortnight in the international bond markets with rates tumbling.   Get out the bunting and the free money bus is back on the road, right?   Wrong. Listen carefully for the good news and also the likely outcomes for 2024!

This week's supplement goes deep into employment figure detail and discusses the main factors driving interest rates downwards in the best week the markets have had for some time as far as property investors are concerned!   Also some analysis on the Zoopla rental report and some 2024 predictions for rent growth and capital growth.

This week goes deep into the detail of the Financial stability report from the Bank of England and also answers the question on whether it has been correct to use interest rates to control inflation that was effectively imported.

Another goliath supplement this week in a meaningful week in investment and macroeconomics. Starting to build the picture for 2024......

Jeremy, Jeremy, Jeremy. Time to talk about the truth and the untruth in the statement in my typical line-by-line style.   Lots to mull over but overall he's fired all the bullets he can until next time out. Clever politicking overall, although not entirely honest. 

This week goes deep into the detail of recent inflation news - including the likely drivers of holding inflation up above the 3.5% level throughout 2024.   What does that mean for next year's property market? Find out today and over the next few weeks.....

Fantastic conversation with Dan Hill from Property Entrepreneur - we go well beyond Property to talk around some of the broadest subjects out there. Enjoyed it a lot - drop some feedback if you'd like to see or hear more like this!

This week's supplement gets stuck into the Bank of England meeting minutes and the concept of Quantitative Tightening which is the current Bank policy. I go "full rant" as I don't see the logic behind this level of impatience and I see this as incongruent with the policy of the past decade and a half.   Enjoy!

This week looks at the Bank of England rate decision and just why - and how - the economy has held itself together in spite of efforts to crash the plane from various incompetents in the past 13-14 months!

This week's efforts look at the upcoming refinancing wall and also the real price of housing in the UK updated for Q3 2023. Fascinating long term data at the moment!

This week - the macro includes Liz the Lettuce alongside some less bearish figures for the markets than the weak summer.   I also go back to a piece of primary research I did in July this year regarding real house prices, multiples and earnings - and rents. The conclusions are very surprising!

This week Dr Michael Burry gets a shoutout, as I look at why he placed such a big bet on the markets falling earlier this year.   I ask what we are missing when it comes to the pieces of the jigsaw in the UK housing market and what we can learn from the past as I continue to speculate on what's likely to happen in the near future.

This week covers the upcoming Bank of England meeting and takes apart not two but three important recent reports, as well as the macro roundup.   What's coming? I finish with some real-time conclusions about where we are in the cycle right now.   Keep Calm......

This week's supplement goes right into the details around the Bank of England's most recent Monetary Policy Report and the decision that the Bank faces - and shares some fascinating stats about the true makeup of the UK buy to let market.    

This week I dive into the macro markers for a stalling UK economy - get stuck in to the problems facing us at the top level - attempt some forecasts for the remaining months of the year and and top of all of that - discuss the energy performance certificate and the theoretical changes coming our way as a sector.

This week looks at the inflation roundup and the ever evolving scenario, and gets into some practical advice as to what to do in these times.

In this episode -  UK Retail sales up 4.2 per cent in nominal terms, down nearly 5 per cent after inflation adjustments UK unemployment up to 4 per cent, a surprise jump from 3.8 per cent compared to forecasts - good for rates Average earnings up 7.3 per cent annualised using the last 3 months as the base - bad for rates as seen to be driving inflation RICS house price balance -46 per cent (so of...

Today discusses the recent volatility in bond and swaps markets, emphasizing the importance of not worrying about things beyond our control. I provide an overview of UK government bond markets reaching new highs and the potential impact on mortgage rates. I also explores historical trends in real house prices and average salaries, highlighting the affordability shift over the years. I then examine...