UK Housing Market Focus Recovery or relapse in the housing market? Given our views that the labour market shake-out has some way to go, we believe that house prices will suffer a relapse in 2010. Our central forecast is for prices to fall by 10% taking them back to... 22nd January 2010 · 1 min read
UK Housing Market Update Affordability – why the different messages? According to the CML, aside from a brief period in 1996, mortgage affordability is the best on record. By contrast, our own measure of affordability is only in line with its long-run average and is no... 20th January 2010 · 1 min read
Europe Economics Update Spanish house prices have further to fall The latest Spanish housing market data suggest that the residential property downturn continued to ease in the latter part of 2009. Nonetheless, we think that house prices still have much further to... 15th January 2010 · 1 min read
UK Housing Market Focus What does the future hold for Scottish house prices? Scotland’s housing market may have shaken off its reputation as an underperformer compared to the UK in recent years, but its longer term outlook is not so promising. Unfavourable demographics and a... 14th January 2010 · 1 min read
UK Housing Market Data Response RICS Housing Survey (Dec) & CLG house prices (Nov) 12th January 2010 · 1 min read
UK Data Response Halifax House Price Index (Dec) The latest rise in house prices has not changed our view that a second leg in the house price correction still lies ahead. Admittedly, the timing of any renewed fall in prices is uncertain. But given... 7th January 2010 · 1 min read
UK Data Response Halifax House Price Index (Dec) The latest rise in house prices has not changed our view that a second leg in the house price correction still lies ahead. Admittedly, the timing of any renewed fall in prices is uncertain. But given... 7th January 2010 · 1 min read
UK Housing Market Data Response FSA mortgage lending statistics (2009Q3) 15th December 2009 · 1 min read
UK Housing Market Data Response RICS Housing Survey (Nov) & CLG house prices (Oct) 15th December 2009 · 1 min read
UK Housing Market Update Is property really such a great place to put your cash? Anecdotal evidence suggests that one of the key drivers of recent house price rises is increased demand from individuals seeking a better return than is available in the bank. Our calculations suggest... 10th December 2009 · 1 min read
US Economics Update End of Fed MBS purchases unlikely to derail housing recovery 30th November 2009 · 1 min read
