Is it time to submit to the AI overlords? In this first full supplement of 2026, Adam Lawrence kicks off the year with a unique experiment: he trained an AI on a year's worth of Propynomics content to predict the macro and property landscape for 2026. Does the AI know Adam better than he knows himself? Tune in to hear where they agree - and the critical areas where Adam vehemently disagrees (especially on rents!).

We also tackle the return of "Trump-onomics" and the concept of "Net Wars" , alongside a deep dive into the UK's "Inclusive Wealth" accounts - proof that the economy hasn't fully recovered from 2020, even if GDP says otherwise.

Plus, we break down the latest Nationwide House Price Index , Chris Watkin's data on why volume - not price - is the new metric of health , and why a "flat" market might be your best buying opportunity this year.

In this episode:

• Trump-onomics: Venezuela, oil prices, and the "Putinization" of US foreign policy.

• Market Health: Why transaction volume is beating price inflation (feat. data from Chris Watkin).

• The "Real" Economy: Why ONS Inclusive Wealth data shows we are still burning the furniture to heat the house.

• Deep Dive (2026 Predictions): Adam vs. The AI.

• • House Prices: Why Adam predicts +1.5% while the consensus says higher.

  • Interest Rates: Why the Base Rate might stick at 3.5%.

  • Rents: The AI predicts a 6.5% surge, but Adam explains why affordability will cap it at 3.5%.

• Political Outlook: Will Starmer survive 2026? Plus, the looming "concrete vs. countryside" civil war.

Links:

• Join the Property Business Workshop (Jan 22): tinyurl.com/pbwnine

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