The Bank of England has finally cut rates to 3.75%, but the razor-thin 5-4 vote signals that the battle against inflation is far from over. In this episode, we break down the latest "Propenomics" analysis of the UK economic landscape as we head into 2026.

From the "Suicide by Unemployment" risk to the growing divide between public and private sector pay, we analyse why the BoE is behind the curve—and what that means for your portfolio. We also discuss the new realities of "Trumpomics," the "Output Trap," and why yield-chasing in London is becoming a dangerous game.

Key Topics Discussed:

• The BoE Rate Cut: Analyzing the split decision to cut to 3.75% and why the "Hawks" and "Doves" are divided.

• The Unemployment Trap: Unemployment breaks the 5% barrier (5.1%) while youth unemployment hits a staggering 16%.

• Trump 2.0 Trade Deals: How the UK is navigating "preferred partner" status and what 10% tariffs mean for manufacturing.

• Property Market Stats: Week 49 data shows sales are up, but fall-throughs remain sticky at 25.8%.

• Rental Market Warning: Why rental stock outside London is surging, and why investors must target 7-9% gross yields (North/Midlands) to survive high mortgage costs.

• The Private vs. Public Gap: Public sector pay is up 7.6%, while the private sector has shed nearly a quarter of a million jobs.

Strategic Takeaway: The era of passive capital growth is paused. For 2026, the game is about active management and cash flow. We discuss why tenant retention is now your primary risk mitigation strategy and why mortgage rates for limited companies will likely settle in the mid-5% range.

Buy your workshop tickets - Early Bird still available! www.tinyurl.com/pbwnine