US Housing Market Rapid Response US New Home Sales (Jan. 2026) The large drop in new home sales in January reflects the impact of extreme cold weather across much of the country, and is likely to have reversed last month. Moreover, newbuild sales are less... 19th March 2026 · 2 mins read
UK Housing Market Update UK RICS Residential Market Survey (Feb. 2026) February’s RICS housing market survey suggests that the events in the Middle East are dampening buyer sentiment and appear to have tempered the strengthening in the housing market at the start of this... 12th March 2026 · 3 mins read
UK Housing Market Update How could the Middle East conflict hit UK housing? The possibility of fewer interest rate cuts than we expect, or even rate hikes, and the possible hit to the economy from the surge in energy prices due to the conflict in the Middle East risks... 11th March 2026 · 6 mins read
US Housing Market Rapid Response US Existing Home Sales (Feb. 2026) The surprise rebound in existing home sales in February increases our confidence that January’s weakness was largely weather-related and that resale activity will pick up again in the Spring as more... 10th March 2026 · 2 mins read
US Housing Market Rapid Response US Mortgage Applications (Feb 2026) The sharp 15% fall in home purchase mortgage applications in February was probably due to temporary weather effects, as refinancing activity strengthened and mortgage costs continued to ease over the... 4th March 2026 · 2 mins read
Australia & New Zealand Economics Update Australia’s housing market loses some steam Australian house prices pared their gains in February, as housing demand softened a touch. Although the slowdown was driven largely by Sydney and Melbourne, we suspect it will become more broad-based... 2nd March 2026 · 3 mins read
UK Housing Market Chart Pack UK Housing Market Chart Pack (Feb. 2026) The green shoots of a recovery in the housing market at the start of 2026 support other evidence that suggests the economy has strengthened. We think further falls in mortgage rates and looser lending... 25th February 2026 · 1 min read
Australia & New Zealand Chart Pack ANZ Chart Pack (Feb. 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. The continued acceleration in Australia’s underlying inflation at the start of the year vindicates the... 25th February 2026 · 1 min read
US Housing Market Rapid Response US New Home Sales (Nov. & Dec. 2025) New home sales remained solid in November and December, even as the downward march in mortgage rates paused for breath. Because sales are recorded at contract signing, they likely softened in January... 20th February 2026 · 2 mins read
Europe Economics Update EZ housebuilding subdued, civil engineering growing There is likely to be an increase in civil engineering activity in the euro-zone this year as Germany’s government boosts infrastructure spending. However, we think that this boost will be smaller... 19th February 2026 · 2 mins read
Canada Economics Update Canada Housing Watch (Feb. 2026) The housing market weakened sharply in January, with home sales and house prices both plunging. While the housing market has been struggling for some time, the record-breaking winter storm that hit... 18th February 2026 · 4 mins read
US Housing Market Rapid Response US Existing Home Sales (Jan 2026) The drop in existing home sales to a two-year low in January should prove temporary as the recent decline in borrowing costs feeds into greater homebuyer demand, notwithstanding some potential near... 12th February 2026 · 2 mins read
UK Housing Market Update UK RICS Residential Market Survey (Jan. 2026) The green shoots of recovery indicated by January’s RICS housing market survey support other evidence that suggests the economy strengthened at the start of the year. And it lends some tentative... 12th February 2026 · 3 mins read
Canada Economics Weekly Housing could take a while to thaw The local real estate board data for January shows that the housing market is still struggling, and we probably can’t blame it all on the weather. Meanwhile, the large fall in the unemployment rate... 6th February 2026 · 4 mins read
Canada Economics Focus Will the build-to-rent boom turn to bust? The boom in build-to-rent (BtR) housing starts to record highs, despite the immigration crackdown and accompanying fall in rents on new leases, reflects the significant expansion of government support... 5th February 2026 · 15 mins read
US Housing Market Rapid Response US Mortgage Applications (Jan. 2026) The large 8% rise in home purchase mortgage applications in January lifted them to their highest level in three years and is consistent with existing home sales rising to around 4.5m annualised over... 4th February 2026 · 2 mins read
