UK Housing Market Chart Pack UK Housing Market Chart Pack (Aug. 2026) We expect the recent softening in house price growth to continue over the rest of this year as mortgage rates fall only gradually. In fact, the lack of a sustained recovery in buyer sentiment suggests... 18th August 2026 · 1 min read
UK Housing Market Update UK RICS Residential Market Survey (Jul. 2026) July’s RICS survey shows that the near-term housing outlook remains weak and the risks to our forecast that house prices will rise by 1.5% in the year to Q4 2026 are still skewed to the downside. But... 13th August 2026 · 3 mins read
UK Housing Market Rapid Response UK Lloyds House Prices (Jul. 2026) The stagnation in the Lloyds measure of house prices (recently rebranded from Halifax) in July chimes with the message from the alternative Nationwide house price index that high mortgage rates... 7th August 2026 · 3 mins read
RBA Watch RBA’s next move will be down, but not until H2 2027 We expect the RBA to leave rates on hold at its August meeting. Although the Bank is likely to continue talking tough on inflation for a while, we don’t think it will go so far as to raise rates again... 4th August 2026 · 8 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (August 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Data released over the past month showed that Australia's labour market, housing market, and... 3rd August 2026 · 1 min read
Australia & New Zealand Economics Update Housing downturn will prevent further rate hikes Australian house prices kept falling at a rapid pace in July. With affordability still very stretched and leading indicators flashing red, the downturn has much further to run. 3rd August 2026 · 3 mins read
UK Housing Market Rapid Response UK Nationwide House Prices (Jul. 2026) The small 0.1% m/m rise in the Nationwide measure of house prices in July shows that higher mortgage rates since the start of the Iran war continued to constrain house price growth. And with the... 31st July 2026 · 2 mins read
UK Housing Market Update Reintroducing Help to Buy wouldn’t solve housing’s problem While a new Help to Buy scheme would stimulate homebuilding in the near term, it’s not a sustainable solution to low housing supply. The government would be better off easing some of the structural... 29th July 2026 · 3 mins read
US Housing Market Rapid Response US Case-Shiller/FHFA House Prices (May 2026) Although house prices regained some momentum in May the recent rebound in mortgage rates to around 6.8% will further weigh on affordability, suggesting this won’t be sustained. 28th July 2026 · 2 mins read
UK Housing Market Outlook Lower mortgage rates and tight supply to boost prices We suspect house prices will rise only gradually over the rest of 2026 and end up around 1.5% higher in Q4 2026 than a year earlier. But our view that Bank Rate, and therefore mortgage rates, will... 21st July 2026 · 11 mins read
US Housing Market Update US Pending Home Sales & Mortgage Apps. (Jun. 2026) Pending home sales and purchase mortgage applications both point to existing home sales falling back below a 4m annualised pace in the coming months. With higher Treasury yields likely to put further... 16th July 2026 · 2 mins read
Canada Economics Update Housing Watch (Jul. 2026) The housing market continued to slowly improve in June and the recent rebound in government bond yields is unlikely to be large enough to trigger any renewed near-term weakness. Meanwhile, the... 16th July 2026 · 3 mins read
UK Housing Market Update UK RICS Residential Market Survey (Jun. 2026) The modest rebound in buyer sentiment in June chimes with other evidence that suggests a turnaround in the housing market is underway and the downside risks to our forecast for house prices to rise by... 9th July 2026 · 3 mins read
UK Housing Market Rapid Response UK Lloyds House Prices (Jun. 2026) The modest rise in the Lloyds measure of house prices (rebranded from Halifax) in June suggests that the weak housing market may be starting to turn a corner. This will have further to go if the... 7th July 2026 · 2 mins read
Australia & New Zealand Economics Weekly Capacity pressures to persist despite housing weakness This week’s data will likely have reinforced the RBA’s view that tighter financial conditions are weighing on the housing market. But we doubt that housing wealth effects will push consumption much... 3rd July 2026 · 4 mins read
