UK Housing Market Update Pandemic trends are approaching their end The adoption of remote work meant central London was left out of the COVID-19 house price boom. But with house prices in outlying towns and rural areas around the capital starting to stagnate too... 5th September 2023 · 4 mins read
China Economics Weekly A major step-up in support Stimulus efforts are finally gaining momentum. Yesterday, regulators announced measures to support households and shore up the property sector, including looser downpayment requirements and reductions... 1st September 2023 · 6 mins read
Australia & New Zealand Data Response Australia CoreLogic House Prices (Aug.) Australian house prices rose at a blistering pace in August, as demand continued to outstrip supply. Although the property market is likely to remain tight in the near term, we think house price... 1st September 2023 · 2 mins read
China Chart Pack China Chart Pack (Aug. 2023) Our China Chart Pack has been updated with the latest data and our analysis of recent developments. China's reopening recovery has fizzled out and the economy is now at risk of a downward spiral. We... 31st August 2023 · 1 min read
Australia & New Zealand Economics Weekly Industrial action looms, residential investment falls Earlier this week, unions at Chevron's Gorgon and Wheatstone LNG plants in Australia announced their intent to begin strike action from September 7th. Although the industrial dispute will have a... 31st August 2023 · 7 mins read
Canada Chart Pack Canada Chart Pack (Aug. 2023) Our Canada Chart Pack has been updated with the latest data and our analysis of recent developments. Strong immigration and the turnaround in the housing market raise the chance that the economy will... 25th August 2023 · 1 min read
UK Housing Market Chart Pack UK Housing Market Chart Pack (Aug. 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 25th August 2023 · 1 min read
UK Housing Market Update Flat prices likely to outperform Having risen in value by much less than houses over the past three years, flats were selling at the biggest discount to houses on record at the beginning of the year. But higher mortgage costs are... 24th August 2023 · 2 mins read
US Commercial Property Update Apartment completions likely to stay strong until 2025 We continue to expect historic highs for apartment completions in 2023-24 even though there are signs some will be deferred. This also means that, although new permits have dropped back amid softer... 18th August 2023 · 3 mins read
Australia & New Zealand Economics Weekly New Zealand’s economy remains in a rut Earlier this week, the RBNZ signalled that rates would need to remain at their current restrictive level until early-2025. However, we think the Bank will shift gears well before then, given the... 18th August 2023 · 3 mins read
Canada Economics Update Housing Watch (Aug.) The decline in the home sales-to-new listing ratio in July supports our forecast that house price growth will slow over the rest of the year. While housing starts remained high in July, they still... 17th August 2023 · 4 mins read
China Economics Update Policy paralysis has dented near-term outlook China’s economy has stalled recently and headwinds are still intensifying on multiple fronts. The lack of a stronger stimulus response partly reflects a greater tolerance for economic weakness. But it... 17th August 2023 · 4 mins read
UK Housing Market Update Arrears edge higher as BTL mortgage rates hit 6% Mortgage arrears were still low in Q2, but the number of Buy-to-Let (BTL) mortgages in early arrears increased at an alarming pace. We suspect that will continue in Q3. A growing number of landlords... 17th August 2023 · 4 mins read