Tom is joined by market analyst Michael Brown to make sense of rising mortgage rates that seem to hinge on Donald Trump's next move. They discuss why UK borrowing costs are climbing again, why crude oil is no longer the main problem, but something called the crack spread is, and whether the Bank of England will raise rates on 5 November.

They also look ahead to the Budget on 28 October and the US midterms on 3 November, and what it all means for anyone weighing up whether to take a tracker mortgage or a fixed rate deal.

⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠ to Tom Bill's UK Residential Outlook, for all the latest properties, exclusive market analysis, news and data.

Produced by ⁠⁠⁠Rethink Audio⁠⁠⁠⁠⁠⁠.

Hosted on Acast. See acast.com/privacy for more information.

Has the investment case for commercial real estate changed?Commercial real estate faces no shortage of challenges, from higher borrowing costs to a weaker economic backdrop.

In this episode, Will Matthews is joined by Shabab Qadar and Katie O'Neill to discuss the evolving investment case for real estate, including the importance of rental growth, supply-constrained markets, operational excellence and the structural trends influencing capital allocation across the sector.

For more insights like this, subscribe to ⁠⁠⁠⁠Will's newsletter⁠⁠⁠⁠ for his weekly take on commercial real estate markets.

Produced by ⁠⁠⁠⁠Rethink Audio⁠⁠⁠⁠.

Hosted on Acast. See acast.com/privacy for more information.

Tom is joined by James Nation, former special adviser to Rishi Sunak at the Treasury, to unpack the wave of pre-Budget speculation around a lower mansion tax threshold and a possible capital gains tax rise. They discuss why this year's rumours may not be genuine Treasury trial balloons, how much financial headroom John Healey actually needs to rebuild, and which of the widely-touted tax options would truly surprise James. They also cover the prospects for Help to Buy's return, the case for extending National Insurance contributions to landlords, and what to watch for from Healey and Burnham at Labour conference next week.

⁠⁠Subscribe⁠⁠⁠⁠⁠ to Tom Bill's UK Residential Outlook, for all the latest properties, exclusive market analysis, news and data.

Produced by ⁠⁠Rethink Audio⁠⁠⁠⁠⁠.

Hosted on Acast. See acast.com/privacy for more information.