UK Housing Market Rapid Response UK Halifax House Prices (May 2025) The fall back in house prices on the Halifax measure in May increases the chances that more of the recent soft patch in the housing market is due to the subdued economy than the temporary effects of... 6th June 2025 · 3 mins read
UK Housing Market Rapid Response UK Nationwide House Prices (May 2025) May’s 0.5% m/m increase in Nationwide house prices adds to the evidence that the recent soft patch for the housing market was a temporary blip rather than a longer-lasting downturn as a result of the... 2nd June 2025 · 3 mins read
Australia & New Zealand Economics Update Australia in store for a tepid housing rebound Australian house prices edged up a notch in May, and leading indicators suggest they will gather further momentum over the coming months. However, with debt-servicing costs set to remain onerous... 2nd June 2025 · 3 mins read
UK Housing Market Update Softening in UK housing market will only be temporary Leading indicators suggest most of the recent weakness in housing demand and prices is due to the temporary influence of the change in stamp duty rather than any longer-lasting influence of the softer... 29th May 2025 · 3 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (May 2025) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Although continued trade tensions have heightened economic uncertainty, they have had only a modest... 29th May 2025 · 1 min read
UK Housing Market Chart Pack UK Housing Market Chart Pack (May 2025) We suspect most of the recent weakness in housing demand and prices is due to the temporary influence of the rise in stamp duty on 1st April rather than any longer-lasting influence from the softer... 29th May 2025 · 1 min read
Australia & New Zealand Economics Update Rate cuts won’t result in faster house price growth With housing affordability still extremely stretched, we expect house price growth to remain muted even as mortgage rates are set to fall further. However, there’s more scope for dwellings prices to... 22nd May 2025 · 3 mins read
UK Housing Market Rapid Response UK Halifax House Prices (Apr. 2025) The 0.3% m/m rise in Halifax house prices (consensus forecast -0.1% m/m, CE 0.0% m/m) provides tentative evidence that the falls in house prices are already in the past. That lends some support to our... 8th May 2025 · 3 mins read
UK Housing Market Update UK RICS Residential Market Survey (Apr. 2025) The housing market should pull out of its current funk in the coming months even if the Bank of England were to suggest later today that interest rates won’t fall as fast as the financial markets... 8th May 2025 · 3 mins read
US Housing Market Outlook US Housing Outlook: Market in need of rate relief that is not coming President Trump’s inflationary trade and immigration policies leave no clear path to the lower borrowing costs that the housing market desperately needs. A tariff-driven resurgence in inflation will... 2nd May 2025 · 15 mins read
UK Economics Weekly UK Weekly: Housing market adds to the downside risks to activity We suspect that the recent slowdown in house prices this year is temporary. But while it is not our base case, a weaker housing market for longer would add to the downside risks to our already below... 2nd May 2025 · 4 mins read
UK Housing Market Outlook UK Housing Outlook: Housing relatively well insulated from Trump tariffs While the more uncertain global backdrop due to the new US tariffs regime means we have become more confident in our below-consensus UK GDP forecast, the prospect of falling mortgage rates suggests UK... 1st May 2025 · 17 mins read
Australia & New Zealand Economics Update Weak housing market starting to weigh on inflation Stretched housing affordability continues to keep a lid on house price growth. And if we’re right that the RBA will only lower rates by another 50bp, it will remain a headwind. But with the housing... 1st May 2025 · 3 mins read
UK Housing Market Rapid Response UK Nationwide House Prices (Apr. 2025) April’s bigger-than-expected 0.6% m/m fall in Nationwide house prices (consensus forecast 0.0% m/m, Capital Economics -0.1% m/m) isn’t too surprising as most of it probably reflects home purchases... 30th April 2025 · 3 mins read
US Housing Market Rapid Response US Case-Shiller/FHFA House Prices (Feb. 2025) February’s 0.4% m/m rise in house prices is still a bit stronger than the timely leading indicators - like rising months’ supply and longer average time on market - would suggest. However, along with... 29th April 2025 · 2 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (Apr. 2025) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. At first glance, Australia and New Zealand should be fairly insulated from the brunt of the US’s... 24th April 2025 · 1 min read
