UK Housing Market Outlook Looser lending standards to boost activity and prices Despite the recent increase in the supply of homes on the market, we think the combination of looser lending standards, further falls in mortgage rates and decent wage growth will allow housing... 26th January 2026 · 17 mins read
Europe Economic Outlook Hopes for strong recovery will be disappointed Economic growth will remain subdued over the next two years as the largest economies struggle and the smaller ones outperform. Past ECB interest rate cuts will do little to boost activity because... 10th December 2025 · 28 mins read
UK Economics Focus Autumn Budget - Markets give the smaller-than-expected Budget the thumbs up After months of speculation and an unprecedented leak of all the details an hour before the Chancellor’s speech, the financial markets have given the Budget the thumbs up and the Budget doesn’t... 26th November 2025 · 19 mins read
UK Housing Market Outlook Possible tax rises a further headwind to housing Due to our view that lingering fiscal concerns will mean gilt yields and therefore mortgage rates will fall by less than we previously thought, we now expect house prices in the year to Q4 to rise by... 27th October 2025 · 17 mins read
Europe Economic Outlook ECB "in a good place", for now... We think that the ECB will change its view that interest rates are “in a good place” next year. Growth looks set to remain slow by international standards, and we suspect that it will be weaker than... 29th September 2025 · 28 mins read
