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
Europe Commercial Property Chart Pack Europe Commercial Property Chart Pack (Q1 2026) Slightly lower prime property yields supported property values across most markets in 2025. However, we expect property yields to hold broadly steady this year and capital value growth to slow. 24th February 2026 · 0 mins read
US Housing Market Rapid Response US New Home Sales (Nov. & Dec. 2025) New home sales remained solid in November and December, even as the downward march in mortgage rates paused for breath. Because sales are recorded at contract signing, they likely softened in January... 20th February 2026 · 2 mins read
Europe Economics Update EZ housebuilding subdued, civil engineering growing There is likely to be an increase in civil engineering activity in the euro-zone this year as Germany’s government boosts infrastructure spending. However, we think that this boost will be smaller... 19th 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
Global Commercial Property Update Supply cuts won’t spark immediate logistics recovery Global new industrial supply has been contracting rapidly, hitting its lowest level in a decade as developers pull back. However, we expect demand to fall short of supply again this year, delaying a... 18th February 2026 · 3 mins read
US Housing Market Rapid Response US Housing Starts (Nov & Dec 2025) While housing starts ended the year strongly, and permit data suggest that January’s number should be even more positive, we continue to expect tightening financial conditions will pull starts back... 18th February 2026 · 2 mins read
US Commercial Property Rapid Response NYC won't be alone in facing difficult budget decisions New York City Mayor Zohran Mamdani's proposal for a 9.5% property tax hike to help address a shortfall in the city's budget is likely to be reflected in many other major US cities over the coming... 18th February 2026 · 2 mins read
US Commercial Property Update Foreign capital flows to the US set to stay at low levels The US’ relatively strong economic growth outlook and large data center market are likely to support a pick-up in foreign demand for US assets after the cross-border share of purchases fell to at... 17th February 2026 · 4 mins read
Europe Commercial Property Valuation Monitor Europe Commercial Property Valuation Monitor (Q1 2026) Commercial property valuations held steady in Q4, with falling equity dividend yields offsetting rising government bond yields. Looking ahead, falls in western European government bond yields this... 17th February 2026 · 0 mins read
US Commercial Property Rapid Response US Commercial Property Lending (Jan.26) Net lending by banks to commercial real estate softened at the start of 2026 to $4.5bn in January, the lowest since September 2025. But the total of $33bn over the past three months represents a... 13th February 2026 · 1 min read
Australia & New Zealand Economics Weekly Australia still facing elevated capacity pressures Data released this week reinforce the need for the RBA to tighten policy settings. Provisional figures suggest that private consumption growth accelerated in Q4 and is running above the pace... 13th February 2026 · 6 mins read
US Housing Market Rapid Response US Existing Home Sales (Jan 2026) The drop in existing home sales to a two-year low in January should prove temporary as the recent decline in borrowing costs feeds into greater homebuyer demand, notwithstanding some potential near... 12th February 2026 · 2 mins read
Canada Chart Pack Canada Chart Pack (Feb 2026) We expect GDP growth to be little more than 1% this year as household spending and investment remain subdued amid the immigration crackdown and start of CUSMA renegotiation. Despite soft employment... 12th February 2026 · 1 min read
Europe Commercial Property Update Softer data point to weaker retail revival in the euro-zone The data for euro-zone retail rents have been notably weaker since mid-2025. Given this and the fragile economic backdrop, we think that any retail recovery over the next year or more will now be... 12th February 2026 · 3 mins read
