Markets Weekly podcast (6 July 2026): Real estate special

Property continues to dominate the headlines, as speculation over stamp duty reform and news of recent high-profile activity grabs investor attention. In this week’s podcast, Stephen Moroukian, our real estate financing specialist, joins Julien Lafargue, our Chief Market Strategist, to discuss the interest rate environment, amid sticky inflation and volatile energy prices, and consider what’s in store for house prices in prime central London and across the rest of the UK.