UK house prices returned to growth in July, says Nationwide Ashley Webb, at the consultancy Capital Economics, said a weak jobs market would “probably prevent the recovery from continuing at this pace” but that house prices would gain “renewed impetus” next... 1st August 2025 · Financial Times
UK Housing Market Rapid Response UK Nationwide House Prices (Jul. 2025) The bigger-than-expected rebound in the Nationwide measure of house prices in July shows that the recovery in the housing market after the stamp duty-induced lull is underway. While the weak labour... 1st August 2025 · 3 mins read
Australia & New Zealand Economics Update Affordability will dampen Australia’s housing rebound Australia’s housing market gained traction in June, and leading indicators suggest the housing rebound has further to run. But with affordability set to remain extremely stretched despite the RBA’s... 1st August 2025 · 4 mins read
UK Housing Market Outlook UK Housing Outlook: House prices to beat expectations in 2026 The stuttering jobs market and the softening outlook for wage growth means we now expect house prices to rise by only 2.0% in the year to Q4 2025 (3.5% previously). But our view that Bank Rate will... 29th July 2025 · 17 mins read
US Housing Market Rapid Response US Case-Shiller/FHFA House Prices (May 2025) The second consecutive 0.3% m/m fall in house prices in May suggests that the market is still struggling to find balance under the weight of near-7% mortgages, in turn presenting a risk to our view... 29th July 2025 · 2 mins read
UK Economics Rapid Response UK Money & Lending (Jun. 2025) June’s money and lending figures support wider evidence that the deteriorating jobs market has led to a rise in consumer caution as households have become a bit more cautious about spending. This... 29th July 2025 · 3 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (July 2025) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Australia’s economy is struggling to gain momentum, while the recent rebound in activity in New... 24th July 2025 · 1 min read
Australia & New Zealand Economics Update RBNZ to cut further as property sector remains weak New Zealand’s housing market is still struggling to recover from its steep post-pandemic downturn. Although we still expect it to turn the corner in the coming months, the risk is that it will remain... 15th July 2025 · 5 mins read
US Housing Market Outlook US Housing Outlook: No clear path to housing recovery Activity in the housing market has been struck in a slump since 2023, with still no end in sight. As Trump’s immigration and trade policies push up inflation this year, the Fed will be forced to keep... 10th July 2025 · 12 mins read
UK Housing Market Update UK RICS Residential Market Survey (Jun. 2025) While June’s RICS survey suggests most of the recent weakness in the housing market was due to the temporary influence of the change in stamp duty, it doesn’t yet point to a marked recovery in demand... 10th July 2025 · 3 mins read
UK Housing Market Update Slower UK house price growth in 2025, bigger rebound in 2026 The continued weakness in the housing market over the first six months of this year and the cracking labour market means we now expect the recovery in house prices to start later and be slower. But... 8th July 2025 · 3 mins read
UK Housing Market Rapid Response UK Halifax House Prices (Jun. 2025) The stagnation in the Halifax house price index in June suggests that the housing market remains slow to recover from both the rise in stamp duty on 1st April and the weak economy. While there are... 7th July 2025 · 2 mins read
UK Housing Market Chart Pack UK Housing Market Chart Pack (Jul. 2025) The big 0.8% m/m fall in Nationwide house prices in June suggests that the housing market is still struggling to recover from both the stamp duty-induced lull and the weak economy. While some leading... 3rd July 2025 · 1 min read
Europe Economics Update Spanish house prices will continue to climb High income growth and immigration are likely to continue to drive increases in house prices in Spain over the coming years. Demand will be further boosted by the recent fall in mortgage interest... 3rd July 2025 · 4 mins read
Australia & New Zealand Economics Update Stretched affordability will limit housing rebound The fact that the RBA isn’t cutting interest rates during a housing downturn won’t limit the rebound in house prices, but the extremely stretched level of affordability will do so. Even though we... 3rd July 2025 · 3 mins read
UK Housing Market Rapid Response UK Nationwide House Prices (Jun. 2025) The large fall in the Nationwide measure of house prices in June shows that the housing market is still struggling to recover from the combination of the stamp duty induced lull and the subdued... 1st July 2025 · 3 mins read
