Australia & New Zealand Economics Update Australia's housing rebound has further to run House prices rose the most since last year in June and with the RBA set to cut interest rates much further, the housing market will continue to gain momentum. However, affordability will remain quite... 1st July 2025 · 3 mins read
US Housing Market Chart Pack US Housing Market Chart Pack (Jun. 2025) Housing is struggling under the weight of high borrowing costs – a problem unlikely to ease if, as we expect, the Fed holds rates steady this year due to tariff-driven inflation, followed by only a... 30th June 2025 · 1 min read
US Housing Market Update Dip in house prices won’t turn into deeper correction Recent house price declines suggest a shift toward a more buyer-friendly market, as rising home listings increase choice and temper seller expectations. Nonetheless, leading indicators and solid... 30th June 2025 · 4 mins read
UK Economics Rapid Response UK Money & Lending (May 2025) Today’s money and lending data release supports wider evidence that activity was relatively soft in May. But with consumer confidence improving and real wages rising at a healthy clip, we still think... 30th June 2025 · 3 mins read
Australia & New Zealand Economic Outlook ANZ Outlook: Central banks to loosen further as recoveries falter Australia’s economy is struggling to gain momentum, while the recent rebound in activity in New Zealand isn’t likely to be sustained. As the lull in activity lifts spare capacity, underlying price... 26th June 2025 · 20 mins read
UK Housing Market Update Why UK housing demand can recover despite high mortgage rates Two developments in borrower and lending behaviour mean that housing activity and prices can be higher than before the pandemic for any given mortgage rate. That’s why we expect housing transactions... 18th June 2025 · 6 mins read
Canada Economics Update Canada Housing Watch (June 25) The rise in home sales in May suggests a nascent recovery is underway in the housing market following a tariff-induced shock. While we see further upside for house prices this year, as lower mortgage... 16th June 2025 · 4 mins read
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
