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This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

Trumpwatch

In place of the Real Time Market - the last crash and reflection

The deep dive looks at the Mansion House Speech as we keep both eyes firmly on number 11

We also have, in the Macro section:

Inflation - yep, and yep I told you so

Unemployment - playing out as predicted

The ONS private rents and house prices report

The gilts and swaps markets - as always - ratewatch

The deep dive stays in situ this week - the Mansion House speech has significant implications for the financial markets, but there are no massive changes - however, it is all looking to lead to more and more investment in property from larger players. What does that mean for the rest of us?

Enjoy - and book your workshop tickets at http://bit.ly/pbweight

****PLEASE SHARE AND HELP TO SPREAD THE WORD OF PROPENOMIX****

This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

Trumpwatch

The Real Time UK Property Market - what’s going on?

The deep dive looks at how much money we have, or haven’t, got over the coming decades as a country

We also have, in the Macro section:

The Halifax and Zoopla price indices - slowly upwards

The RICS residential market report

Growth - heh

The gilts and swaps markets - as always - ratewatch

The deep dive goes where I just have to this week. If you missed it, the OBR published a report which created a huge stir - we have got a couple of significant problems in the pipe, and the answers are in the report - but not the way they wrote it, frustratingly……Adam for PM?

Enjoy - and book workshop tickets at http://bit.ly/pbweight

****PLEASE SHARE AND HELP TO SPREAD THE WORD OF PROPENOMIX****

This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

Trumpwatch

The Real Time UK Property Market - what’s going on?

The deep dive looks at just how wobbly the position is for Rachel Reeves in Number 11 after a torrid week

We also have, in the Macro section:

The Bank of England Money and Credit Report

The Nationwide House Price Index - caused some fuss this week

The Final PMI figures and some good news

The gilts and swaps markets - as always - ratewatch

The deep dive goes where we might be scared to go - if Reeves does go, who replaces her? What does that mean? Will Starmer himself be stabbed in the back faster than we were expecting? Which heroes or villains will be thrown into the mixer?

Enjoy

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This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

The deep dive looks at the next 1-3 years of house price growth, recent mortgage market changes and provides a comprehensive summary of what’s in the mixer, and what’s already happened

We also have, in the Macro section:

The flash PMIs - sluggish improvement

ONS public opinions and social trends

Homes England delivery figures and starts for 2024-25 fiscal year

The deep dive gets stuck right into the one major consideration for housing market price movements - mortgages and credit availability. There have been some slow old pace changes afoot - why are they happening, what’s the plan (I believe there is one) and what will the outcome be on UK house prices, most importantly?

Enjoy

Workshop tickets: http://bit.ly/pbwseven

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This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

The deep dive looks at the Bank of England but it also tells you a story - the story of the yield curve

We also have, in the Macro section:

Inflation numbers - my favoured topic of the past 4.5 years

Housing indices - the ONS and Rightmove

UK Finance and their new format data and reports

The deep dive gets into the Bank of England’s current mindset - concerned about geopolitical events, of course, but more concerned about the labour market that has suffered from the Labour budget policies - and then goes on to tell you what today’s market forecast is for the 5-year mortgage rate in 5 years time. I promise you it isn’t what you think it is!

Enjoy

Workshop tickets: http://bit.ly/pbwseven

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This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

The deep dive looks at a draft report on the true scale of subsidy required to deliver 90k social rent homes each year in the UK.

We also have, in the Macro section:

Halifax and Nationwide’s respective price indices

The Bank of England Money and Credit Report analysed

The PMIs - final May numbers which were better than the drafts!

And of course the gilts and swaps - weekly staple.

The deep dive gets into the true reality of the Social Rent Home Delivery subsidy issue, as the current funding is a tiny fraction of what’s needed (about one eighth) in order to actually do what has been promised for many years - see this week’s quote.

I add historical context to the permacrisis, and also some doses of reality to the proposed solutions - nevertheless, it is one of the more robust pieces of work I’ve reported on for some months.

Enjoy

Workshop tickets: http://bit.ly/pbwseven

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This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

The deep dive looks at MHCLG figures on statutory homelessness duties, a Shelter report on trends in temporary accommodation, and Savills publication this week on the Housing Challenge as they prefer to call it!

We also have, in the Macro section:

The Nationwide House Price Index for April

The Bank of England Money and Credit Report for “Stamp month”

A precis of the local election results and what a Reform government would look like

And the gilts and swaps rounding things off

The deep dive this week looks at the reality of the situation in temporary accommodation, from both the official data and also a Shelter report on where it is going - which I must say, to me, looks to have a fairly conservative set of forecasts in it, particularly as new build delivery is still going down before it goes up.

On that subject, Savills’ detailed forecast on the next 5 years of housing delivery makes very interesting reading, and summarises the salient points in the sector and around the 1.5m homes target very succinctly indeed.

Enjoy

Workshop tickets: http://bit.ly/pbwseven

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This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

The deep dive looks at a couple more reports - The Home Builders’ Federation Q4 pipeline report, and UK Finance’s report on Household Finances from Q4, both published this week.

We also have, in the Macro section:

The Halifax House Price Index

The Bank of England Money and Credit Report - with something to watch out for and be aware of

The final PMIs for February

The gilts and swaps - bringing up the rear as always, with some extra commentary around what the Bank of England committee members have been doing and saying this week

And in the deep dive......

The Home Builders Federation have the most marginal piece of good news - but planning permission is, of course, only the first piece of the jigsaw.

UK Finance is similarly somewhat positive - but, the story is the same really. We are coming back from a tough position in general….2023 was a tough old year and 2024 was a year of relatively slow repair, basically!

What you know at the end is - as ever-present, we will be Keeping Calm and Carrying On throughout 2025 - we SPRING towards the stamp duty deadline and the reintroduction of the 2% band - we need to Keep Calm and Carry On. 3 weeks until the Spring Statement!

Enjoy

Workshop tickets: bit.ly/pbw6

Deal-finding course: bit.ly/sourcingsolved2025