Supplement 19 Jan 25 - Storm in a Teacup

Propenomix with Adam Lawrence

****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 low and high pay report from the ONS - with some unreported but eye-opening headlines - and also takes a look at the 6-monthly ONS migration report in a significant level of detail

We also have, in the Macro section:

Inflation - you know it - and downside misses on forecasts

Growth, Growth, Growth - and the microscopes needed to find it

The ONS Private Rents and House Prices report, always illuminating

The gilts and swaps - and why last week’s advice not to panic has played out well, and will continue to do so in my view - with some bonus content here too

And in the deep dive......

The ONS keeps on delivering interesting reports and I keep ploughing through them. How many people are now low paid in the UK as a percentage, using the official OECD definition? It looks great - why have we not been shouting about it from the rooftops? What about the high-paid - have we created those high-pay, high-skill jobs that were promised some time back by the guy with the hair?

Then - migration - the most comprehensive look I’ve ever taken at this subject that defines the shape of the rental market in the UK for many years to come. Hopefully I’ve answered some questions that you might have been asking, and some you might not realise that you wanted to ask, but are interested in

What you know at the end is - as ever-present, we will be Keeping Calm and Carrying On throughout 2025 - Rachel, you had a good week, keep driving those yields down - pretty please?

Enjoy

Learn more about the Sourcing Course: https://bit.ly/sourcingsolved2025