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

The deep dive looks at the spending review with a heavy tilt on the housing element, of course

We also have, in the Macro section:

The labour market and Awful April’s report on jobs - going the wrong way

The Growth report - and the real reasons behind the numbers

The RICS residential market report - sideways in the short term

And of course the gilts and swaps - our weekly staple.

The deep dive gets into the meat of 134 pages of Spending Review - what did it all mean, what did it say, and what’s the actual plan for house building, energy upgrades and all of the rest of the economy over the next 5 years and beyond? Answers inside!

I blend in some of the industry analysis alongside my own and keep an apolitical viewpoint (or at least, I try to!)

Enjoy

Workshop tickets: http://bit.ly/pbwseven

****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 looks at MHCLG figures on statutory homelessness duties, a Shelter report on trends in temporary accommodation, and Savills publication this week on the Housing Challenge as they prefer to call it!

We also have, in the Macro section:

The Nationwide House Price Index for April

The Bank of England Money and Credit Report for “Stamp month”

A precis of the local election results and what a Reform government would look like

And the gilts and swaps rounding things off

The deep dive this week looks at the reality of the situation in temporary accommodation, from both the official data and also a Shelter report on where it is going - which I must say, to me, looks to have a fairly conservative set of forecasts in it, particularly as new build delivery is still going down before it goes up.

On that subject, Savills’ detailed forecast on the next 5 years of housing delivery makes very interesting reading, and summarises the salient points in the sector and around the 1.5m homes target very succinctly indeed.

Enjoy

Workshop tickets: http://bit.ly/pbwseven

****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 looks at a couple more reports - The Home Builders’ Federation Q4 pipeline report, and UK Finance’s report on Household Finances from Q4, both published this week.

We also have, in the Macro section:

The Halifax House Price Index

The Bank of England Money and Credit Report - with something to watch out for and be aware of

The final PMIs for February

The gilts and swaps - bringing up the rear as always, with some extra commentary around what the Bank of England committee members have been doing and saying this week

And in the deep dive......

The Home Builders Federation have the most marginal piece of good news - but planning permission is, of course, only the first piece of the jigsaw.

UK Finance is similarly somewhat positive - but, the story is the same really. We are coming back from a tough position in general….2023 was a tough old year and 2024 was a year of relatively slow repair, basically!

What you know at the end is - as ever-present, we will be Keeping Calm and Carrying On throughout 2025 - we SPRING towards the stamp duty deadline and the reintroduction of the 2% band - we need to Keep Calm and Carry On. 3 weeks until the Spring Statement!

Enjoy

Workshop tickets: bit.ly/pbw6

Deal-finding course: bit.ly/sourcingsolved2025