Propenomix with Adam Lawrence
The UK's Premier Property, Business, Markets & Economics Podcast. With your hosts: Adam Lawrence and Jay Howard. Expert Resident Guests: - Helen Chorley - Piotr Rusinek
Episodes
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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 als...
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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 sect...
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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 pas...
****PLEASE SHARE AND HELP TO SPREAD THE WORD OF PROPENOMIX****
This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
The deep dive looks at the spending review with a heavy tilt on the housing element, of course
We also have, in the Macro section:
The labour market and Awful April’s report on jobs - goin...
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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 Nationwid...
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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 a...
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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:
****PLEASE SHARE AND HELP TO SPREAD THE WORD OF PROPENOMIX****
This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
The deep dive looks at a couple more reports - Zoopla’s efforts for the month which get into flats and houses, and the differences - and I attempt to add some depth, and then a great report from the Nationwide Foundation about the Private Renta...
****PLEASE SHARE AND HELP TO SPREAD THE WORD OF PROPENOMIX****
This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
The deep dive looks at a couple of reports that have been on my hit list for some time. One from the centre, and one from left of centre - firstly, the hotel of mum and dad; then the positive changes in housing circumstances for young people in...
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This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
The deep dive goes back in for a second bite of the cherry on the Bank of England Monetary Policy report that accompanied the meeting the week before; plus the invaluable insight that I get directly from the regional rep of the Bank at the Quar...
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This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
The deep dive has no choice - there’s the most fundamental switch in approach from one of the Bank of England’s Monetary Policy Committee members that there has been in - a LONG time - and it needs discussion at an appropriate level. Does it me...
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This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
The deep dive goes long - Rachel Reeves is going “Further and Faster” - no, not out the door of Number 11 as some have been hoping - but for GROWTH
We also have, in the Macro section:
The ...
****PLEASE SHARE AND HELP TO SPREAD THE WORD OF PROPENOMIX****
This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
The deep dive goes for the trifecta this week - an interesting but strange Hamptons report about the rental market - a fascinating piece about a Community Rent Model - and some musings on the “big debate” I was involved in this week.
Read more
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This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
The deep dive goes into the low and high pay report from the ONS - with some unreported but eye-opening headlines - and also takes a look at the 6-monthly ONS migration report in a significant level of detail
We als...
****PLEASE SHARE AND HELP TO SPREAD THE WORD OF PROPENOMIX****
This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
The deep dive goes into the household and national balance sheets - lifting the lid on how good, or bad, the UK finances as a whole truly are. As a bonus, we look at UK Finance’s forecasts for 2025 and 2026 when it comes to lending, and specifi...
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This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
The Resolution Foundation’s recent report “Housing Hurdles” gets the full treatment in the deep dive today.
The Nationwide House Price Index and surprises or lack thereof
The Manufacturing PMI final prin...
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This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
Hamptons International weigh in with another couple of well-researched Property market reports
Zoopla takes us into 2025 with their roundup of 2024 as they saw it
The Macro roundup for the quarter from t...
****PLEASE SHARE AND HELP TO SPREAD THE WORD OF PROPENOMIX****
This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
The Bank of England meeting minutes - in detail - as rates HOLD once more
The ONS Private Rents and House Prices report and some records broken…..
The real time market and how it is going - bringing it h...
****PLEASE SHARE AND HELP TO SPREAD THE WORD OF PROPENOMIX****
This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
FCA quarterly mortgage data - always enlightening.
Zoopla’s rental market report - extremely well-balanced and full of decent info
The real time market and how it is going - chugging along to the end of a year that’s surprised many of the commentators, still
Growth (or lack thereof)
Consumer Confid...
****PLEASE SHARE AND HELP TO SPREAD THE WORD OF PROPENOMIX****
This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
The English Housing Survey is OUT - and I analyse the exec summary and chapter 1, in detail. Some “data surprises” in there!
The real time market and how it is going - chugging along to the end of a year that’s surpr...
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