UK Economics Focus MPC may be too sanguine about housing again With the housing market clearly slowing, the key issue is the potential impact of this on the economy and, in particular, consumer spending. During 2005’s housing slowdown, the Monetary Policy... 12th November 2007 · 1 min read
UK Economics Focus MPC may be too sanguine about housing again With the housing market clearly slowing, the key issue is the potential impact of this on the economy and, in particular, consumer spending. During 2005’s housing slowdown, the Monetary Policy... 12th November 2007 · 1 min read
UK Economics Focus The legacy of the house price boom While there are growing signs that the housing market is now slowing, the full effects, both good and bad, of the previous surge in house prices have yet to be felt. Mortgage debt will continue to... 29th October 2007 · 1 min read
UK Economics Focus Resilient housing market could delay spending slowdown. So far, there have been only tentative signs that consumer spending growth is weakening in response to the rises in interest rates over the past year. But a look at the past two tightening cycles... 29th August 2007 · 1 min read
UK Economics Focus Resilient housing market could delay spending slowdown. So far, there have been only tentative signs that consumer spending growth is weakening in response to the rises in interest rates over the past year. But a look at the past two tightening cycles... 29th August 2007 · 1 min read
UK Economics Focus Have fixed rate mortgages changed the housing market? The popularity of fixed rate mortgages in recent years appears to have dampened the sensitivity of the housing market to rising interest rates. That is not to say that higher interest rates will not... 17th May 2007 · 1 min read
UK Economics Focus Have fixed rate mortgages changed the housing market? The popularity of fixed rate mortgages in recent years appears to have dampened the sensitivity of the housing market to rising interest rates. That is not to say that higher interest rates will not... 17th May 2007 · 1 min read
UK Economics Focus UK sub-prime mortgage lending: living on borrowed time? Unfolding developments in the US sub-prime mortgage market make uncomfortable reading. But do developments in the US have any implications for the UK mortgage market, which has also seen strong growth... 28th March 2007 · 1 min read
UK Economics Focus UK sub-prime mortgage lending: living on borrowed time? Unfolding developments in the US sub-prime mortgage market make uncomfortable reading. But do developments in the US have any implications for the UK mortgage market, which has also seen strong growth... 28th March 2007 · 1 min read
US Housing Market Focus What does the sub-prime crisis mean for the wider economy? The meltdown in the sub-prime mortgage sector will have a significant impact on the US economy because of its consequences for the housing market, even if there are no contagion effects on the rest of... 15th March 2007 · 1 min read
US Housing Market Focus Housing, inflation and the US economy: an update of our views For close to a year now we have been predicting that a sharp housing-led slowdown in US economic growth would take hold in 2007. However, two recent developments have convinced us that the slowdown... 19th September 2006 · 1 min read
US Housing Market Focus Where will the housing slowdown hit hardest? The end of the housing boom, which is apparently now underway, is arguably the biggest risk to the US economic outlook over the next couple of years . In previous Focus pieces we have argued that even... 27th February 2006 · 1 min read
UK Economics Focus MPC may be too sanguine on link between housing & spending The Monetary Policy Committee has soothed concerns over the recent slowdown in the housing market by pointing out that the link between house prices and household spending has loosened markedly in... 14th February 2005 · 1 min read
UK Economics Focus MPC may be too sanguine on link between housing & spending The Monetary Policy Committee has soothed concerns over the recent slowdown in the housing market by pointing out that the link between house prices and household spending has loosened markedly in... 14th February 2005 · 1 min read
UK Economics Focus UK Economics Special - Will the housing downturn derail the economy? The housing market is slowing and, if history is anything to go by, that spells seriously bad news for the UK economy. Each of the three previous major housing downturns since the 1960s has been... 29th September 2004 · 1 min read
US Housing Market Focus US house price boom set to end US house prices have staged the biggest continuous rise in their history. The resulting overvaluation may not be as severe as that in the UK and Australia, but it is still big enough to convince us... 20th July 2004 · 1 min read
