Supplement 8 Dec 24 - The Most Influential Survey

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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 surprised many of the commentators

 

Halifax and Nationwide House Price Indices

The BRC retail sales monitor - a car crash? Why?

The PMIs - not QUITE as bad as the flash figures, but still miserable

The gilts and swaps - a snap to end the run of down weeks, but how bad - or not - was it?

 

And in the deep dive......

 

A geek smorgasbord of data as the English Housing Survey is released and I take a close look at the demographics, and breakdown across tenures - the data doesn’t find sensationalist headlines, and the story is “more of the same” to a large extent, with some surprising trends.

 

What you know at the end is - as ever-present, we will be Keeping Calm and Carrying On - Kier has had a re-boot, when a lot of us would prefer he just got the boot - but be careful what you wish for, what’s waiting in the wings is not economic paradise but “lettuce part deux” if we are not careful……

 

Enjoy

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