UK Housing Market Rapid Response UK Halifax House Prices (Feb. 2025) The small 0.1% m/m fall in Halifax house prices in February is at odds with the 0.4% m/m rise in the Nationwide measure and suggests the recent rise in mortgage rates and/or the weakness in the wider... 7th March 2025 · 3 mins read
UK Housing Market Update Are UK and US households still keen to pay more for living space? The ‘race for space’ following the pandemic and shift to remote work is evident in both the UK and US, with houses becoming more expensive relative to flats. And that premium for larger homes looks... 4th March 2025 · 5 mins read
UK Housing Market Rapid Response UK Nationwide House Prices (Feb. 2025) Some of the bigger-than-expected 0.4% m/m rise in Nationwide house prices in February (consensus and Capital Economics forecast 0.2% m/m), which followed the muted 0.1% m/m rise in January, may... 28th February 2025 · 3 mins read
UK Housing Market Chart Pack UK Housing Market Chart Pack (Feb. 2025) The acceleration in house price growth in January suggests the housing market has maintained momentum as the wider economy is losing it. What’s more, our forecast for mortgage rates to fall further... 26th February 2025 · 1 min read
Australia & New Zealand Chart Pack ANZ Chart Pack (Feb. 2025) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. The RBA began its easing cycle with a 25bp cut this month, but it appeared in no hurry to loosen... 26th February 2025 · 1 min read
US Housing Market Rapid Response US Case-Shiller/FHFA House Prices (Dec. 2024) The stronger 0.5% m/m rise in house prices in December suggests sellers still have the upper hand despite more homes coming onto the market and weak buyer demand. This raises the risk that we have... 25th February 2025 · 2 mins read
Event Drop-In: Can the UK housing market continue to shrug off the weak economy? 1741186800 The strength of the recovery in housing activity and prices in the second half of last year caught many off guard.
China Economics Weekly China Weekly: Private sector support, property prices President Xi's meeting with top tech leaders underscores a shift back to a more constructive attitude toward private firms that has been underway since 2023. Meanwhile, data out this week showed that... 21st February 2025 · 4 mins read
Canada Economics Update Canada Housing Watch (Feb. 2025) The plunge in the sales-to-new listings ratio in January is a downside risk to our view that house prices will recover this year, particularly amid anecdotal evidence that US tariff threats are... 18th February 2025 · 4 mins read
US Housing Market Chart Pack US Housing Market Chart Pack (Feb. 25) We think the window for further Fed interest rate cuts has closed, so mortgage rates should remain near their current 7% level this year, before a little more relief arrives in 2026. There will still... 18th February 2025 · 1 min read
UK Housing Market Update Still optimistic on UK house prices, but downside risks growing A weaker economy than we previously thought could mean housing demand is a bit more subdued than we expect. But our forecast for mortgage rates to fall further than is widely anticipated suggests... 17th February 2025 · 5 mins read
UK Housing Market Update RICS Residential Market Survey (Jan. 2025) January’s RICS survey suggests that the recent rises in mortgage rates and the downbeat economic outlook weighed on housing demand at the start of this year. But bigger falls in mortgage rates than... 13th February 2025 · 4 mins read
UK Housing Market Rapid Response UK Halifax House Prices (Jan. 2025) The 0.7% m/m rise in the Halifax house price index in January is at odds with the muted 0.1% m/m increase in the Nationwide measure and suggests that the housing market continues to shrug off both the... 7th February 2025 · 3 mins read
US Housing Market Update Southeast and West Coast apartments to benefit from high costs of home ownership Even if mortgage rates drop back slightly and house price growth cools over the next few years as we expect, renting will remain the more cost-effective option, supporting apartment demand. Southeast... 6th February 2025 · 3 mins read
Australia & New Zealand Economics Update Rate cuts not a panacea for Australia’s housing market Australia’s housing slowdown continued into the new year, as demand softened further. Although the prospect of imminent rate cuts could temporarily buoy buyer sentiment, we don’t expect a meaningful... 3rd February 2025 · 3 mins read
UK Housing Market Rapid Response UK Nationwide House Prices (Jan. 2025) Although the muted 0.1% m/m rise in Nationwide house prices in January was slightly worse than expected, it is not too surprising given the rise in quoted mortgage rates at the end of last year. But... 31st January 2025 · 3 mins read
