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
Commodities Update Strategic reserves are no substitute for an open Strait A record-breaking release of emergency oil reserves could cushion a lack of supply from the Middle East and provide some relief to oil prices. However, this would prove temporary with prices likely to... 11th March 2026 · 4 mins read
Global Economics Update Scenarios for the Iran war & the macro impact This note assesses the macro and commodity‑market implications of three potential scenarios for the Iran war. In the most benign – a severe but short‑lived conflict – the effects on GDP, inflation and... 10th March 2026 · 7 mins read
Global Economics Update The consequences of the Middle East conflict The global economic impact of conflict in the Middle East will hinge on its effect on energy markets. If oil stays near $70-$80 per barrel, DM inflation will be only about 0.2-0.3 percentage points... 2nd March 2026 · 8 mins read
UK Housing Market Update UK RICS Residential Market Survey (Jan. 2026) The green shoots of recovery indicated by January’s RICS housing market survey support other evidence that suggests the economy strengthened at the start of the year. And it lends some tentative... 12th February 2026 · 3 mins read
UK Housing Market Update Higher LTI ratios to boost UK mortgage lending By allowing mortgage lenders to lend more for any given level of borrowers’ income, the relaxation of the cap on high loan-to-income lending last year suggests gross mortgage lending will rise faster... 4th February 2026 · 3 mins read
UK Housing Market Update Cap on ground rents unlikely to bring flats back into favour The £250 a year cap on ground rent charges announced by the Prime Minister on Tuesday will lower the running costs for some owner-occupiers and private landlords of leasehold homes, particularly flats... 27th January 2026 · 3 mins read
UK Housing Market Update UK RICS Residential Market Survey (Dec. 2025) The continued weakness in buyer sentiment, the further rise in the supply of homes for sale and the softening in rental demand recorded by the RICS survey in December implies that the risks to our... 15th January 2026 · 3 mins read
UK Housing Market Update House price growth to beat the consensus forecast in 2026 Lower inflation, lower interest rates, continued tight supply of new homes and the prospect of more high loan-to-income mortgage lending means we think annual house price growth will accelerate from 1... 6th January 2026 · 3 mins read
UK Housing Market Update UK RICS Residential Market Survey (Nov. 2025) Despite three quarters of the survey responses being gathered after the Budget, November’s RICS survey suggests buyer sentiment fell further in November even though actual housing activity and prices... 11th December 2025 · 3 mins read
UK Economics Update Autumn Budget 2025 Checklist This checklist helps clients track the policies and forecasts announced in the Chancellor’s Autumn Budget at 12:30pm (GMT) on Wednesday 26 th November. Read our Previews here. We will send a Rapid... 24th November 2025 · 3 mins read
UK Housing Market Update Mansion tax may not be as big as previously feared An average annual council tax surcharge in the Budget on 26 th November of possibly around £2,000 for owners of the most expensive homes may be only a modest drag on activity and prices at the top end... 21st November 2025 · 3 mins read
UK Housing Market Update UK RICS Residential Market Survey (Oct. 2025) October’s RICS survey provides further evidence that Budget uncertainty is dampening buyer sentiment and is contributing to the continued decline in the supply of rental properties. Tax rises in the... 13th November 2025 · 3 mins read
UK Housing Market Update Is this the start of a sharp slowdown in the UK housing market? Concerns over possible tax rises in the Budget on 26th November, higher mortgage rates and the weak jobs market have left the housing market paralysed. We doubt this is the start of a sharp slowdown... 14th October 2025 · 3 mins read
UK Housing Market Update UK RICS Residential Market Survey (Sep. 2025) September’s RICS survey provides further evidence that the prospect of tax rises in the Budget on 26th November has put the housing market on ice, particularly in London. If taxes on property were to... 9th October 2025 · 3 mins read
