Global Drama, Local Consequences: What The Events of 2026 Mean for Your Mortgage

A fast‑moving start to 2026 sets the tone for this episode as Tom Bill and Pepperstone’s Michael Brown break down a month of relentless global drama and its impact on borrowing costs - from Trump’s tariff brinkmanship and geopolitical flare‑ups to fiscal fears over Japan. We dig into why UK swap rates have risen, how much faith to put in recent UK economic data, why haven demand is rising, and how political jitters in Westminster are still rattling gilt markets. All of it feeds directly into mortgage pricing, the timing of Bank of England rate cuts, and what buyers and sellers should expect in the months ahead.⁠Subscribe⁠⁠ to Tom Bill's UK Residential Outlook, for all the latest properties, exclusive market analysis, news and data.This is an episode from Housing Unpacked, Knight Frank’s podcast dedicated to the UK housing market.Produced by ⁠⁠⁠Rethink Audio⁠⁠⁠. Hosted on Acast. See acast.com/privacy for more information.