US Housing Market Chart Pack US Housing Market Chart Pack (Jun. 2025) Housing is struggling under the weight of high borrowing costs – a problem unlikely to ease if, as we expect, the Fed holds rates steady this year due to tariff-driven inflation, followed by only a... 30th June 2025 · 1 min read
US Housing Market Update Dip in house prices won’t turn into deeper correction Recent house price declines suggest a shift toward a more buyer-friendly market, as rising home listings increase choice and temper seller expectations. Nonetheless, leading indicators and solid... 30th June 2025 · 4 mins read
UK Economics Rapid Response UK Money & Lending (May 2025) Today’s money and lending data release supports wider evidence that activity was relatively soft in May. But with consumer confidence improving and real wages rising at a healthy clip, we still think... 30th June 2025 · 3 mins read
US Housing Market Rapid Response US New Home Sales (May 2025) The large fall in new home sales in May cancels out all of the positivity of the past couple of months and serves as a valuable reminder that buyer activity can only rise so far with mortgage rates... 25th June 2025 · 2 mins read
US Housing Market Rapid Response US Case-Shiller/FHFA House Prices (Apr. 2025) After falling in March, the further 0.3% m/m decline in house prices in April raises the risk that prices are entering a sustained downturn, as the market finally buckles under the weight of near-7%... 24th June 2025 · 2 mins read
US Housing Market Rapid Response US Existing Home Sales (May 2025) The small rebound in existing home sales in May could be a sign of things to come, if more supply and the recent rebound in consumer sentiment draw would-be buyers back into the market. However, with... 23rd June 2025 · 2 mins read
UK Housing Market Update Why UK housing demand can recover despite high mortgage rates Two developments in borrower and lending behaviour mean that housing activity and prices can be higher than before the pandemic for any given mortgage rate. That’s why we expect housing transactions... 18th June 2025 · 6 mins read
Canada Economics Update Canada Housing Watch (June 25) The rise in home sales in May suggests a nascent recovery is underway in the housing market following a tariff-induced shock. While we see further upside for house prices this year, as lower mortgage... 16th June 2025 · 4 mins read
US Housing Market Rapid Response US Mortgage Applications (May 2025) The rise in home purchase mortgage applications in May still leaves them just shy of where they were in January and very low by historical standards, supporting our view that homebuying activity will... 4th June 2025 · 1 min read
Australia & New Zealand Economics Update Australia in store for a tepid housing rebound Australian house prices edged up a notch in May, and leading indicators suggest they will gather further momentum over the coming months. However, with debt-servicing costs set to remain onerous... 2nd June 2025 · 3 mins read
UK Housing Market Update Softening in UK housing market will only be temporary Leading indicators suggest most of the recent weakness in housing demand and prices is due to the temporary influence of the change in stamp duty rather than any longer-lasting influence of the softer... 29th May 2025 · 3 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (May 2025) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Although continued trade tensions have heightened economic uncertainty, they have had only a modest... 29th May 2025 · 1 min read
UK Housing Market Chart Pack UK Housing Market Chart Pack (May 2025) We suspect most of the recent weakness in housing demand and prices is due to the temporary influence of the rise in stamp duty on 1st April rather than any longer-lasting influence from the softer... 29th May 2025 · 1 min read
US Housing Market Rapid Response US New Home Sales (Apr. 2025) Despite various headwinds and weakness elsewhere in the housing market, new home sales grew strongly in April. We do not expect that this strength will be maintained throughout the year, though, as... 23rd May 2025 · 2 mins read
US Housing Market Rapid Response US Existing Home Sales (Apr. 2025) The further decline in existing home sales in April suggests that elevated mortgage rates and economic uncertainty are keeping buyers on the sidelines. Things could go from bad to worse over the next... 22nd May 2025 · 2 mins read
Australia & New Zealand Economics Update Rate cuts won’t result in faster house price growth With housing affordability still extremely stretched, we expect house price growth to remain muted even as mortgage rates are set to fall further. However, there’s more scope for dwellings prices to... 22nd May 2025 · 3 mins read
