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Innhold levert av Adam Lawrence. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Adam Lawrence eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Supplement 05 May 24 - Sideways and slowly upwards

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Manage episode 417383593 series 3560038
Innhold levert av Adam Lawrence. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Adam Lawrence eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

****PLEASE SHARE AND HELP SPREAD THE WORD OF PROPENOMIX**** This week tucks into a juicy macro week including the money and credit report (figures on mortgage approvals, the money supply, and consumer credit), house prices according to nationwide, the yields of course and then looks into several ONS "real-time" reports of interest, and the Zoopla April report to boot. I then (try to) draw it all together to give you a view on the interest rate over the coming months - and remind you of one thing. In every hiking cycle, the central Bank starts cutting interest rates TOO LATE. The incumbents are aware of that, but that doesn't mean it is time to start cutting yet. They really, really, don't have an easy job!

  continue reading

96 episoder

Artwork
iconDel
 
Manage episode 417383593 series 3560038
Innhold levert av Adam Lawrence. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Adam Lawrence eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

****PLEASE SHARE AND HELP SPREAD THE WORD OF PROPENOMIX**** This week tucks into a juicy macro week including the money and credit report (figures on mortgage approvals, the money supply, and consumer credit), house prices according to nationwide, the yields of course and then looks into several ONS "real-time" reports of interest, and the Zoopla April report to boot. I then (try to) draw it all together to give you a view on the interest rate over the coming months - and remind you of one thing. In every hiking cycle, the central Bank starts cutting interest rates TOO LATE. The incumbents are aware of that, but that doesn't mean it is time to start cutting yet. They really, really, don't have an easy job!

  continue reading

96 episoder

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