Gorgeous weather continued over the weekend here in Bournemouth, so it feels like I'm on holiday! I've got into a good routine each weekend now - Saturday morning is to go through the week's SCVRs, replace any missing tags, update my quick reference spreadsheet summary, then I record the weeks' podcast. Sunday morning is for recording my macro/markets podcast, having done some digging around for relevant data and articles. Brief macro thoughtsI'm actually a little less bearish than last week though, as I explain in the podcast. Yet mortgages are something like 85% fixed, so that impact will only occur gradually, and impact a relatively small number of people.

Source: The Times June 26, 2023 09:13 UTC