『Lowering the Speed Limit to Save the Economy (And Other Bureaucratic Delusions)』のカバーアート

Lowering the Speed Limit to Save the Economy (And Other Bureaucratic Delusions)

Lowering the Speed Limit to Save the Economy (And Other Bureaucratic Delusions)

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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 The Strait of Hormuz is effectively closed , Brent crude has blasted past $100 a barrel , and the Bank of England has slammed the brakes on rate cuts . Welcome to another essential reality check on this week's Propenomix Supplement. We are stripping away the mainstream noise to look at exactly how global geopolitics, staggering private credit failures, and a flatlining UK economy are impacting your portfolio right now. The facts have changed, and your strategy needs to change with them. What we cover in this week's episode: Geopolitics & Trumponomics: Tariffs are back on the menu with a maximum threat of 15% . Meanwhile, the Middle East conflict is sending European wholesale gas prices up nearly 100% on the month . The UK Property Market: We've hit a 10-year high for March listings . Transactions are functional , but the glut of supply has led to the longest average time to sell since 2013 . Bond Market Bloodbath: The flagship 10-year gilt is threatening the 5% yield mark for the first time since the financial crisis . We discuss why you must stress-test your debt exits at 6% to 6.25% . Deep Dive: The £1.7bn MFS Collapse: A forensic look at the Market Financial Solutions administration . We break down the "double pledging" allegations , the massive institutional contagion , and the incoming fire sale of 250 Prime Central London properties . Bank of England's 9-0 Hold: Why the MPC voted unanimously to hold the base rate at 3.75% , the BoE's expectation that inflation will bounce back to 3.5% , and the very real threat of stagflation as GDP crawls at 0.1% . The Labour Market & Construction: Why self-employment plummeted by a staggering 242k in 2025 , how businesses are turning to automation instead of hiring , and why the 1.5m homes goal is an utter pipedream as planning apps fall again . Generation Rent's EPC Fantasy: Breaking down the new £10,000 EPC cost cap and why backdoor rent controls will simply drive landlords to sell up and buy 5% government bonds instead . This is not a time for marginal deals . Tune in to get the raw data and the macroeconomic perspective you need to defend your portfolio and spot the generational acquisition opportunities hiding in the distress . Listen now on all major platforms.
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