• Supplement 14 Sep 25 - Fairness?
    2025/09/15

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

    This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

    Trumpwatch

    The Real Time UK Property Market - what’s going on?


    The deep dive is DEEP - firstly into recent UK Finance Data publications, rent affordability and then a bombshell of a report dropped by the Joseph Rowntree Foundation this week.

    We also have, in the Macro section:

    The Halifax House Price Index

    The RICS residential market report

    No-wth - that’s growth, when there is none

    The gilts and swaps markets - of course - a quieter week with a kick

    The deep dive gets into the JRF report titled - Rebalancing the housing market through tax reform. It isn’t one for those with weak stomachs. It does, however, contain a number of leaps of faith that are a bridge too far in my view - and as usual I don’t mince words

    Enjoy - and book your workshop tickets at http://bit.ly/pbweight

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    1 時間 18 分
  • Supplement 07 Sep 25 - All change
    2025/09/13

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

    This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

    Trumpwatch

    The Real Time UK Property Market - what’s going on?


    The deep dive had no choice - it goes to the heart of Raynergate and a new housing secretary

    We also have, in the Macro section:

    The Nationwide House Price Index

    The Bank of England Money and Credit Report

    The final PMIs for August - great news (selectively)

    The gilts and swaps markets - of course - quite the week

    The deep dive gets into the actual factual detail of the Rayner case and departure - which far too many seemed to avoid, suggesting this is a matter of opinion - it isn’t, the legislation is clear. However it is more about the aftermath and whether, indeed, she’ll be back.

    Enjoy - and book your workshop tickets at http://bit.ly/pbweight

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    54 分
  • Supplement 31 Aug 25 - Ring my Bell
    2025/09/12

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

    This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

    Trumpwatch

    The Real Time UK Property Market - what’s going on?


    The deep dive looks at more proposed taxes and the architect of some of these ideas…..

    We also have, in the Macro section:

    Right-to-Buy figures for 2024/25

    The UK Household Costs Index

    The Rightmove Asking Price Index

    The gilts and swaps markets - of course - ratewatch

    The deep dive goes full campanologist this week and takes a close look at Torsten Bell, MP, and some of his dimmer and brighter ideas for tax reform. We really are going to see at least one of them enacted in late Autumn.

    Enjoy - and book your workshop tickets at http://bit.ly/pbweight

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    49 分
  • Supplement 24 Aug 25 - The Only Way is Up
    2025/08/27

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

    This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

    Trumpwatch

    The Real Time UK Property Market - what’s going on?


    The deep dive looks at property taxes, CGT removal on primary residences, and the likes

    We also have, in the Macro section:

    Inflation once more gripping the nation

    The flash PMIs

    The ONS Private Rents and House Prices report

    The gilts and swaps markets - of course - ratewatch

    The deep dive gets into the Property Tax “reforms” and multiple leaks from the Treasury this week as they feel their way towards the budget, reading the braille as usual…….

    Enjoy - and book your workshop tickets at http://bit.ly/pbweight

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    57 分
  • Supplement 17 Aug 25 - The QT Vanity Bonfire
    2025/08/23

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

    This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

    Trumpwatch

    The Real Time Market - what’s going on?


    The deep dive looks at the Bank of England’s Quantitative Tightening strategy

    We also have, in the Macro section:

    Unemployment and the labour market

    Growth - yes, growth!

    The RICS residential market report

    The gilts and swaps markets - of course - ratewatch

    The deep dive talks Bank of England money burning strategies - quite literally - and just how many tens of billions have been wasted that just haven’t needed to be in recent years. Will the bonfire continue when we can afford it the least? Genuinely the biggest scandal never talked about

    Enjoy - and book your workshop tickets at http://bit.ly/pbweight

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    44 分
  • Supplement 10 Aug 25 - Split Decision
    2025/08/13

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

    This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

    Trumpwatch

    The Real Time Market - how’s it looking?


    The deep dive looks at the Bank of England meeting and a historic moment

    We also have, in the Macro section:

    The final PMIs for July

    Halifax’s house price index amidst little fuss

    The real time snapshot of how the economy is really working

    The gilts and swaps markets - as always - ratewatch

    The deep dive gets right into the Bank of England Monetary Policy meeting and the full report that was delivered, and the 0.25% rate cut that emerged - if that’s all you took away from it, you missed the meat of the situation for sure - don’t worry, it is all here.

    Enjoy - and book your workshop tickets at http://bit.ly/pbweight

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    57 分
  • Supplement 27 Jul 25 - Adjustment time?
    2025/08/03

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

    This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

    Trumpwatch

    The Real Time Market - how’s the steam?


    The deep dive looks at several reports from Hamptons International and Savills, regarding different aspects of the market and future predictions

    We also have, in the Macro section:

    The flash PMIs - dry July?

    Rightmove’s House Price Index and another fuss

    UK Finance report on Q1 in the Buy-To-Let lending space

    The gilts and swaps markets - as always - ratewatch

    The deep dive dips into four separate reports this week - forecasts for growth in capital values and rents are being trimmed left, right and centre - but what about the next 5 years? And how about intergenerational injustice - or not? Find out inside

    Enjoy - and book your workshop tickets at http://bit.ly/pbweight

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    1 時間 12 分
  • Supplement 20 Jul 25 - Good Regulations?
    2025/07/22

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

    This week in the ONLY agenda-free UK Property and Macroeconomic roundup:

    Trumpwatch

    In place of the Real Time Market - the last crash and reflection


    The deep dive looks at the Mansion House Speech as we keep both eyes firmly on number 11

    We also have, in the Macro section:

    Inflation - yep, and yep I told you so

    Unemployment - playing out as predicted

    The ONS private rents and house prices report

    The gilts and swaps markets - as always - ratewatch

    The deep dive stays in situ this week - the Mansion House speech has significant implications for the financial markets, but there are no massive changes - however, it is all looking to lead to more and more investment in property from larger players. What does that mean for the rest of us?

    Enjoy - and book your workshop tickets at http://bit.ly/pbweight

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    52 分