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:
Statistical trickery in the housing market and why you shouldn’t trust “guesswork”
Nationwide House Price index and the quarterly report
The in-the-now performance of the economy in the PMIs and revised g...
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This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
Real-time market performance and insights as always
Retail Sales
The in-the-now performance of the economy in the PMIs
Business confidence and reality
A boring week for the gilts...
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This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
Real-time market performance and insights as always
Inflation - and the untold parts that other analysts don’t reach
The Bank of England Interest Rate meeting
Consumer Confidence and the evaporatio...
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This week in the ONLY agenda-free UK Property and Macroeconomic roundup:
Real-time market performance and insights
The follow up on the REAL housing situation - looking backwards, and in real time
Halifax's house prices as they accept defeat in their bearish predictions, as quietly as possib...
****PLEASE SHARE AND HELP TO SPREAD THE WORD OF PROPENOMIX****
This week in the agenda-free UK Property and Macroeconomic roundup:
Real-time market performance and insights
The race to sell everything before October 30th is catching on - 2024's pandemic, some might say (or more accurately epidemic)
Nationwide's house prices and deeper dive into energy performance and the impact on prices
The money supply and mortgage completions ...
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**EXTRA EFFORT TO REACT COMMENT AND SHARE THIS WEEK PLEASE**
This week contains a draft for an Open Letter to Matthew Pennycook, MP - new Minist...
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This week in the Supplement:
A bumper macro week with detailed looks at inflation, growth and (un)employment (and inactivity)
The mortgage rates, bonds and swaps as always
Hardship tests - a deep dive into the reality rather than the speculation
Language, rhetoric and EPC C - and why Ed Miliband needs to sort himself out
As always - we keep calm and carry on. If you en...
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This week can't avoid the election (of course) and wrap-up but gets down to the business of going forward, as we all need to, in short order:
The real-time property market and how the election affected it (or not)
The monthly house price indices
The PMIs and the state of the economy in the now
The money supply and inflation
The gilt yields and mortgage rates
And then...
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This week - the end of the first half of the year!
The regular real-time property market insights and my thoughts on those
The macro metrics of interest including growth, industry and retail sales
The Bank of England's financial policy quarterly meeting analysed with the global picture on property
Zoopla's thoughts on the next 6 months and beyond including a discus...
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🚨 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 recent Bank of England announcement...
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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?
The quarterly mortgage market data...
Recorded LIVE! New format
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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 coming in "hot" really shouldn't mo...
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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 whole lot today, and also, most i...
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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 UK economy in terms of figures, ...
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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 together to give you a view on the...
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 significant portfolio through add...
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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 and informative stuff, and a real ...
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 income working families, which is a nobl...
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