Australia & New Zealand Economics Update House prices will plunge by more than 10% Australia’s house prices have never fallen as rapidly as they have in the current downturn and we now expect them to eventually fall by more than 10% for the first time in the country’s modern history... 2nd November 2026 · 3 mins read
UK Housing Market Chart Pack UK Housing Market Chart Pack (Oct. 2026) Despite a modest boost to housing demand from the Your First Home scheme, high mortgage rates will limit house price gains to just 1.5% in the year to Q4 2027. By making it difficult for renters to... 29th October 2026 · 1 min read
UK Housing Market Update Budget offers little respite for housing and landlords While the Budget on 28 th October was small for housing, the surprise was the further tax hike on private landlords’ rental income from April 2027. By either directly raising rents as landlords pass... 29th October 2026 · 3 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (October 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Underlying inflation in Australia gained traction in Q3, while leading indicators suggest that it will... 29th October 2026 · 1 min read
US Housing Market Update US Pending Home Sales & Mortgage Apps. (Sep. 2026) The surge in mortgage rates in recent months has brought housing activity to a standstill, as shown by the collapse in pending home sales in September to their lowest level since the series began. 20th October 2026 · 2 mins read
Canada Economics Update Canada Housing Watch. (Oct. 2026) The rise in mortgage rates has sent the housing market into reverse, with sales and prices both falling in September. The near-term risks to mortgage rates lie to the upside, which means prices could... 16th October 2026 · 4 mins read
US Housing Market Rapid Response US Existing Home Sales (Sep. 2026) While existing home sales edged up in September, the bigger picture is that they remain below the 4m annualised mark associated with a very weak market, weighed down by elevated mortgage rates... 13th October 2026 · 2 mins read
UK Housing Market Outlook Recovery delayed by higher mortgage rates The upward revisions to our Bank Rate and gilt yield forecasts due to the ongoing energy price shock suggest higher mortgage rates will remain a drag on housing for longer. Our forecast is for house... 13th October 2026 · 10 mins read
UK Housing Market Update UK RICS Residential Market Survey (Sep. 2026) The latest rebound in mortgage rates and/or speculation of tax rises ahead of the Budget on 28th October dampened housing demand in September and this trend is likely to continue. With the risks to... 8th October 2026 · 3 mins read
US Housing Market Chart Pack US Housing Market Chart Pack (Oct. 2026) With 30-year fixed mortgage rates now at a near three-year high of 7.3%, the near-term outlook for home sales and prices remains weak. However, we expect things to improve from next year as energy... 1st October 2026 · 1 min read
Australia & New Zealand Economics Update No reprieve for the housing market yet Australia’s housing downturn still has further to run, even if there are tentative signs that demand is beginning to stabilise. Weakening housing market conditions should help ease shelter inflation... 1st October 2026 · 3 mins read
UK Housing Market Update Housing headwinds grow despite "Your First Home" scheme We suspect the “Your First Home” scheme announced by the Prime Minster over the weekend will boost both housing transactions and housing starts from 2027. But this effect will probably be more than... 28th September 2026 · 3 mins read
US Housing Market Update US Pending Home Sales & Mortgage Apps. (Aug. 2026) 30-year fixed mortgage rates nearly hit 7% in the week ending 11th September and are likely to have risen further since, with the 10-year Treasury yield – their closely correlated benchmark – briefly... 17th September 2026 · 2 mins read
Australia & New Zealand Economics Weekly One more RBA hike should do the job RBA policymakers continued to signal concerns about upside risks to inflation, while survey data showed that firms still face elevated price pressures. We expect a 25bp hike to 4.60% later this month... 11th September 2026 · 5 mins read
US Housing Market Rapid Response US Existing Home Sales (Aug. 2026) The fall in existing home sales to 3.98m annualised in August will likely be followed by further declines over the next few months, as mortgage rates look set to climb above 7% amid a further selloff... 10th September 2026 · 2 mins read
UK Housing Market Update Housing weakness not over yet Although the housing market wasn’t quite as weak in August as in recent months, the risk is that a further rebound in mortgage rates and/or speculation of tax rises ahead of the Budget dampens demand... 10th September 2026 · 3 mins read
