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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 Quarterly briefings. He speaks to the committee directly - and let’s face it, that’s as close as I’m getting at any point in the near future.
We also have, in the Macro section:
The RICS Residential Market Survey
The ONS full report on Growth and the “upside miss” - party time?
A bonus productivity report on the public sector and specifically healthcare and…….
The gilts and swaps - a week that really could have been worse.
And in the deep dive......
The Bank of England changed a whole number of forecasts compared to where they were 3 months before. It was an eventful quarter. I’m not convinced they’d done their budget homework before they released their November report - but what are these adjustments, and what do they mean for interest rates, and the property market in general? There’s detail - real detail - you have been warned!
What you know at the end is - as ever-present, we will be Keeping Calm and Carrying On throughout 2025 - We will get there, responsibly, even with a bit more inflation, slightly higher rates than many were promising, and of course the ever-changing legislative landscape that seeks to frighten everyone that little bit more each week……..
Enjoy
Workshop tickets: bit.ly/pbw6
Deal-finding course: bit.ly/sourcingsolved2025
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