Australia & New Zealand Economics Update

Australian housing market poised for a downturn

Australian house prices have lost some momentum in recent months. With the Reserve Bank of Australia set to hike rates to 4.60% in the coming months, we think house prices will fall outright before...

1st April 2026 · 4 mins read

US Housing Market Rapid Response

US Case-Shiller/FHFA House Prices (Jan. 2026)

House prices already losing momentum prior to Iran war The softer 0.2% m/m rise in house prices in January supports our view that the housing market was already losing momentum before the recent jump...

31st March 2026 · 2 mins read

UK Housing Market Rapid Response

UK Nationwide House Prices (Mar. 2026)

The big rise in the Nationwide measure of house prices in March suggests that, so far at least, house prices are proving resilient to the leap in mortgage rates since the start of the Iran war. But we...

31st March 2026 · 3 mins read

Australia & New Zealand Chart Pack

ANZ Chart Pack (March 2026)

Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Inflation will rise well above target in both Australia and New Zealand as a result of the oil price...

26th March 2026 · 1 min read

Australia & New Zealand Economics Update

Why is Australia’s housing market still defying gravity?

Even though housing is the least affordable since the early-1990s, a pronounced shortage of housing supply has contributed to continued robust growth in house prices. While higher mortgage rates will...

25th March 2026 · 4 mins read

Canada Economics Update

Canada Housing Watch (Mar. 2026)

There is no relief in sight for the troubled housing market, with the spike in global oil prices likely to push up mortgage rates in the coming weeks. That has led us to downgrade our forecast for...

17th March 2026 · 4 mins read

UK Housing Market Update

UK RICS Residential Market Survey (Feb. 2026)

February’s RICS housing market survey suggests that the events in the Middle East are dampening buyer sentiment and appear to have tempered the strengthening in the housing market at the start of this...

12th March 2026 · 3 mins read

UK Housing Market Update

How could the Middle East conflict hit UK housing?

The possibility of fewer interest rate cuts than we expect, or even rate hikes, and the possible hit to the economy from the surge in energy prices due to the conflict in the Middle East risks...

11th March 2026 · 6 mins read

UK Housing Market Rapid Response

UK Halifax House Prices (Feb. 2026)

The 0.3% m/m rise in the Halifax measure of house prices in February provides further evidence that the recent improvement in the housing market has continued. We think housing will pick-up further...

6th March 2026 · 3 mins read

UK Housing Market Rapid Response

UK Nationwide House Prices (Feb. 2026)

The 0.3% m/m rise in the Nationwide measure of house prices in February suggests that the improvement in the housing market and the wider economy at the turn of the year has been sustained. The...

2nd March 2026 · 3 mins read

Australia & New Zealand Economics Update

Australia’s housing market loses some steam

Australian house prices pared their gains in February, as housing demand softened a touch. Although the slowdown was driven largely by Sydney and Melbourne, we suspect it will become more broad-based...

2nd March 2026 · 3 mins read

UK Housing Market Chart Pack

UK Housing Market Chart Pack (Feb. 2026)

The green shoots of a recovery in the housing market at the start of 2026 support other evidence that suggests the economy has strengthened. We think further falls in mortgage rates and looser lending...

25th February 2026 · 1 min read

Australia & New Zealand Chart Pack

ANZ Chart Pack (Feb. 2026)

Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. The continued acceleration in Australia’s underlying inflation at the start of the year vindicates the...

25th February 2026 · 1 min read

US Housing Market Rapid Response

US Case-Shiller/FHFA House Prices (Dec. 2025)

The marked reacceleration in house price growth in December, to 5.5% on a three-month annualised basis from negative territory only four months prior, reflects strengthening housing demand as mortgage...

24th February 2026 · 2 mins read

Canada Economics Update

Canada Housing Watch (Feb. 2026)

The housing market weakened sharply in January, with home sales and house prices both plunging. While the housing market has been struggling for some time, the record-breaking winter storm that hit...

18th February 2026 · 4 mins read