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January 6, 2025 40 mins

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

 

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 print for December and glum accompanying commentary

The Bank of England Money and Credit report for November and the first backward step for a while - but, in context, of course

The gilts and swaps - in another thin trading week, be careful……

 

And in the deep dive......

 

The Resolution Foundation made waves with their recent report because they chose a headline about how much home ownership had improved for millennials in the previous decade. This was no surprise to me as I follow the actual figures rather than the media hype - but there’s plenty of interest including their analysis and methodology right under the microscope this week, as I go into detail about how I think a really robust piece of work would go about making comparisons with 35 years ago. 

 

What you know at the end is - as ever-present, we will be Keeping Calm and Carrying On throughout 2025 - 1 down, 51 to go…….

 

Enjoy

 

Workshop tickets at https://bit.ly/pbwfive 

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