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Supplement 5 Jan 25 - A New Start
Manage episode 459523945 series 3560038
Вміст надано Adam Lawrence. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Adam Lawrence або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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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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