Propenomix with Adam Lawrence · 2026-03-30 · 1h 15m
The Strait of Hormuz is effectively closed , Brent crude has blasted past $100 a barrel , and the Bank of England has slammed the brakes on rate cuts . Welcome to another essential reality check on this week's Propenomix Supplement. We are stripping away the mainstream noise to look at exactly how global geopolitics, staggering private credit failures, and a flatlining UK economy are impacting your portfolio right now. The facts have changed, and your strategy needs to change with them. What we cover in this week's episode: Geopolitics & Trumponomics: Tariffs are back on the menu with a maximum threat of 15% . Meanwhile, the Middle East conflict is sending European wholesale gas prices up nearly 100% on the month . The UK Property Market: We've hit a 10-year high for March listings . Transactions are functional , but the glut of supply has led to the longest average time to sell since 2013 . Bond Market Bloodbath: The flagship 10-year gilt is threatening the 5% yield mark for the first time since the financial crisis . We discuss why you must stress-test your debt exits at 6% to 6.25% .
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