US Housing Market Focus Housing to the rescue? The stronger than expected housing recovery will provide a welcome boost to consumption and employment. But such spill-over effects will not be large enough to prevent a prolonged period of sluggish... 23rd November 2009 · 1 min read
UK Housing Market Update Is the fall in Rightmove asking prices a sign of renewed weakness? November’s fall in asking prices may simply be a sign that the housing market has begun to wind down for Christmas. But it could also be a sign that the house price revival is about to run out of... 19th November 2009 · 1 min read
Nordic & Swiss Economics Update Scandinavian housing market recovery unlikely to last The recent surge in Swedish and Norwegian property prices has fuelled concerns that both economies’ central banks may be forced to ratchet up interest rates in order to prevent housing market bubbles... 17th November 2009 · 1 min read
Europe Economics Update Scandinavian housing market recovery unlikely to last The recent surge in Swedish and Norwegian property prices has fuelled concerns that both economies’ central banks may be forced to ratchet up interest rates in order to prevent housing market bubbles... 17th November 2009 · 1 min read
US Economics Update Extended tax credit is a shot in the arm for housing 9th November 2009 · 1 min read
UK Housing Market Update Mortgage lending spreads – why are they so wide? Although market interest rates edged down in September, mortgage interest rates remained stable. As a result, mortgage lending spreads, already at unprecedented levels, widened further. We suspect... 30th October 2009 · 1 min read
UK Housing Market Data Response Land Registry house prices (September) 28th October 2009 · 1 min read
Nordic & Swiss Economics Update Swedish Riksbank in no hurry to raise interest rates The Swedish Riksbank’s latest economic forecasts suggest that a tightening in monetary policy remains a long way off. This supports our view that interest rates are unlikely to rise as quickly or as... 22nd October 2009 · 1 min read
UK Housing Market Update Australian experience does not alter the outlook for UK house prices In common with the UK, house prices in Australia have also staged a surprising recovery this year. Both markets suffer from structural housing supply shortages, so this could suggest that we are being... 20th October 2009 · 1 min read
US Economics Weekly Commercial real estate loans won’t bring down banks 19th October 2009 · 1 min read
Europe Economics Update Spanish house prices set to fall much further The latest Spanish housing market data suggest that residential property prices are no longer falling as sharply as they were at the turn of the year. Nonetheless, we think the housing market downturn... 15th October 2009 · 1 min read
UK Housing Market Update What would the end for self-certification mortgages mean? Yesterday’s Times reported that in next week’s Mortgage Review, the FSA will recommend the introduction of a rule which effectively spells the end of self-certification mortgages. If it is implemented... 14th October 2009 · 1 min read
US Economics Focus Housing recovery built on fundamentals, not the tax credit 6th October 2009 · 1 min read
US Housing Market Focus Housing recovery built on fundamentals, not the tax credit The US government’s support for first-time buyers may not have boosted housing activity by as much as has been suggested. The good news is that this means more of the recovery is based on fundamental... 6th October 2009 · 1 min read
