US Housing Market Rapid Response US Case-Shiller/FHFA House Prices (Jul. 2026) 29th September 2026 · 2 mins read
UK Economics Rapid Response UK Money & Lending (Aug. 2026) It seems unlikely that households will continue to fund increases in their real spending by borrowing more and reducing their saving rates, as they did in August, for much longer. And the further fall... 29th September 2026 · 3 mins read
UK Housing Market Update Housing headwinds grow despite "Your First Home" scheme We suspect the “Your First Home” scheme announced by the Prime Minster over the weekend will boost both housing transactions and housing starts from 2027. But this effect will probably be more than... 28th September 2026 · 3 mins read
Australia & New Zealand Economics Weekly One more RBA hike should do the job RBA policymakers continued to signal concerns about upside risks to inflation, while survey data showed that firms still face elevated price pressures. We expect a 25bp hike to 4.60% later this month... 11th September 2026 · 5 mins read
UK Housing Market Update Housing weakness not over yet Although the housing market wasn’t quite as weak in August as in recent months, the risk is that a further rebound in mortgage rates and/or speculation of tax rises ahead of the Budget dampens demand... 10th September 2026 · 3 mins read
Australia & New Zealand Economics Update NZ Labour’s tax plan risks delaying housing rebound Opinion polls suggest that New Zealand’s Labour party has a path back to power in November’s general election. Labour’s plan to introduce a capital gains tax on residential investment property risks... 8th September 2026 · 4 mins read
UK Housing Market Rapid Response UK Lloyd’s House Prices (Aug. 2026) The surprise 0.2% m/m drop in house prices in August on the Lloyds measure (consensus and CE +0.1% m/m) raises the risk that prices rise more slowly in response to high mortgage rates and uncertainty... 7th September 2026 · 2 mins read
UK Economics Rapid Response UK Money & Lending (Jul. 2026) July’s money and lending figures show that the near-term outlook for the housing market is weak, households may have funded some of their spending in July by lowering their saving rate and borrowing... 1st September 2026 · 3 mins read
UK Housing Market Rapid Response UK Nationwide House Prices (Aug. 2026) The small rise in the Nationwide measure of house prices in August underlines the continued drag on buyers’ appetite from the previous rise in mortgage rates. Uncertainty over possible tax rises in... 1st September 2026 · 2 mins read
Australia & New Zealand Economics Update Housing-market outlook hinges on the RBA Australian house prices continued to fall at a rapid pace in August. While we expect the pace of monthly declines to ease more noticeably in the months ahead, risks to this view have increased. If the... 1st September 2026 · 3 mins read
US Housing Market Rapid Response US Case-Shiller/FHFA House Prices (Jun. 2026) Even though the 0.2% m/m rise in house prices in June was stronger than we expected, we remain reasonably confident that prices will lose momentum heading into the third quarter as the backward... 25th August 2026 · 2 mins read
UK Housing Market Chart Pack UK Housing Market Chart Pack (Aug. 2026) We expect the recent softening in house price growth to continue over the rest of this year as mortgage rates fall only gradually. In fact, the lack of a sustained recovery in buyer sentiment suggests... 18th August 2026 · 1 min read
UK Housing Market Update UK RICS Residential Market Survey (Jul. 2026) July’s RICS survey shows that the near-term housing outlook remains weak and the risks to our forecast that house prices will rise by 1.5% in the year to Q4 2026 are still skewed to the downside. But... 13th August 2026 · 3 mins read
UK Housing Market Rapid Response UK Lloyds House Prices (Jul. 2026) The stagnation in the Lloyds measure of house prices (recently rebranded from Halifax) in July chimes with the message from the alternative Nationwide house price index that high mortgage rates... 7th August 2026 · 3 mins read
RBA Watch RBA’s next move will be down, but not until H2 2027 We expect the RBA to leave rates on hold at its August meeting. Although the Bank is likely to continue talking tough on inflation for a while, we don’t think it will go so far as to raise rates again... 4th August 2026 · 8 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (August 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Data released over the past month showed that Australia's labour market, housing market, and... 3rd August 2026 · 1 min read
