UK Housing Market Chart Pack UK Housing Market Scenarios Chart Pack (Apr. 2026) This UK Housing Market Scenarios Chart Pack builds on the analysis and scenario forecasts published in the Global Property Outlook (see here) to provide more detail on how the Iran War could influence... 8th April 2026 · 1 min read
US Housing Market Rapid Response US Mortgage Applications (Mar. 2026) As the timeliest housing activity data we get, the drop in home purchase mortgage applications throughout March is the first clear evidence of homebuyers pulling back in response to higher borrowing... 8th April 2026 · 2 mins read
UK Commercial Property Rapid Response S&P Global/CIPS UK Construction PMI (Mar. 26) The headline CIPS construction PMI saw a surprising tick higher in March. But with the input price index climbing precipitously and new orders and future business expectations dropping back, it’s... 8th April 2026 · 2 mins read
UK Housing Market Rapid Response UK Halifax House Prices (Mar. 2026) The fall in the Halifax measure of house prices in March chimes with the renewed drop in buyer sentiment in February’s RICS housing market survey. As the Halifax index is based on mortgage approvals... 8th April 2026 · 3 mins read
Global Property Outlook Iran war’s property impact will be small and short-lived This global publication brings together our updated residential and commercial property market analysis and forecasts in light of the Iran war. It introduces new forecasts for US and UK housing as... 1st April 2026 · 22 mins read
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
UK Economics Rapid Response UK Money & Lending (Feb. 2026) The subdued growth rates of the money supply ahead of the Iran war suggest the burst of inflation triggered by higher energy prices is more likely to be short-lived rather than long-lasting. 30th 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
Canada Chart Pack Canada Chart Pack (Mar. 2026) In our baseline scenario, WTI has already peaked but still averages $80 per barrel over the rest of the year, acting as a modest net positive for GDP growth and boosting headline inflation... 25th 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
US Housing Market Rapid Response US New Home Sales (Jan. 2026) The large drop in new home sales in January reflects the impact of extreme cold weather across much of the country, and is likely to have reversed last month. Moreover, newbuild sales are less... 19th March 2026 · 2 mins read
Europe Commercial Property Update Affordability of renting vs buying a tailwind for rental demand The comparative affordability of renting versus owner-occupation is one factor that we expect to support rental demand across most European markets in the coming years, especially in the German... 19th March 2026 · 2 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
US Commercial Property Update Changing living costs key for remote worker migration Nashville has reclaimed top spot in our ranking of the attractiveness to remote workers of 52 US metros. Its continued dominance owes much to its relatively low cost of living, a factor that has... 16th March 2026 · 4 mins read
