Artwork

Adam Lawrence에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Adam Lawrence 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

Supplement 12 Jan 25 - C'mon Rachel

42:31
 
공유
 

Manage episode 461056774 series 3560038
Adam Lawrence에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Adam Lawrence 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

****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 into the household and national balance sheets - lifting the lid on how good, or bad, the UK finances as a whole truly are. As a bonus, we look at UK Finance’s forecasts for 2025 and 2026 when it comes to lending, and specifically buy-to-let of course.

We also have, in the Macro section:

The Halifax House Price Index and their take on 2025

The Services and Construction PMI final prints for December and the Composite Index, with the bearish comments thrown in

The Bank of England BBA Mortgage rate data and the decision maker panel forecasts for 2025

The gilts and swaps - and some real meat (remember to chew it well, you may want 2 or 3 reads of this section…..) about the yields and what’s really going on - and what it means, and why I’m not panicking. Yet

And in the deep dive......

The ONS once a year - usually, in business as usual times - produce a Balance Sheet for the UK and establish “our” net worth - including the households as the primary holders of the vast majority of the wealth. How much is it? How did it move? How bankrupt - or not - is the UK? What’s it all made up of, anyway (I know you can guess what a very decent slug of it is made up of……)

UK Finance - who have all the lender data - produce a detailed forecast of the key numbers in the mortgage market for 2025, including net lending, repossessions, arrears, and remortgaging (or lack of it, as there has been over recent years)

What you know at the end is - as ever-present, we will be Keeping Calm and Carrying On throughout 2025 - Rachel, we need you to step up

Enjoy

Buy workshop tickets at: bit.ly/pbwfive

  continue reading

98 에피소드

Artwork
icon공유
 
Manage episode 461056774 series 3560038
Adam Lawrence에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Adam Lawrence 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

****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 into the household and national balance sheets - lifting the lid on how good, or bad, the UK finances as a whole truly are. As a bonus, we look at UK Finance’s forecasts for 2025 and 2026 when it comes to lending, and specifically buy-to-let of course.

We also have, in the Macro section:

The Halifax House Price Index and their take on 2025

The Services and Construction PMI final prints for December and the Composite Index, with the bearish comments thrown in

The Bank of England BBA Mortgage rate data and the decision maker panel forecasts for 2025

The gilts and swaps - and some real meat (remember to chew it well, you may want 2 or 3 reads of this section…..) about the yields and what’s really going on - and what it means, and why I’m not panicking. Yet

And in the deep dive......

The ONS once a year - usually, in business as usual times - produce a Balance Sheet for the UK and establish “our” net worth - including the households as the primary holders of the vast majority of the wealth. How much is it? How did it move? How bankrupt - or not - is the UK? What’s it all made up of, anyway (I know you can guess what a very decent slug of it is made up of……)

UK Finance - who have all the lender data - produce a detailed forecast of the key numbers in the mortgage market for 2025, including net lending, repossessions, arrears, and remortgaging (or lack of it, as there has been over recent years)

What you know at the end is - as ever-present, we will be Keeping Calm and Carrying On throughout 2025 - Rachel, we need you to step up

Enjoy

Buy workshop tickets at: bit.ly/pbwfive

  continue reading

98 에피소드

모든 에피소드

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드

탐색하는 동안 이 프로그램을 들어보세요.
재생