Supplement 16 Feb 25 - Growth surprise?

****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 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