US Housing Market Rapid Response US Existing Home Sales (Mar. 2026) Existing home sales fell back below the historically weak 4m annualised level in March and prospects for April do not look much better, as timely indicators point to weakening housing demand following... 13th April 2026 · 2 mins read
UK Housing Market Update UK RICS Residential Market Survey (Mar. 2026) After a steady start to the year for the housing market, March’s RICS housing market survey suggests that the rise in mortgage rates since the start of the Iran war is continuing to take an... 9th April 2026 · 3 mins read
UK Housing Market Chart Pack UK Housing Market Scenarios Chart Pack (Apr. 2026) This UK Housing Market Scenarios Chart Pack builds on the analysis and scenario forecasts published in the Global Property Outlook (see here) to provide more detail on how the Iran War could influence... 8th April 2026 · 1 min read
US Housing Market Rapid Response US Mortgage Applications (Mar. 2026) As the timeliest housing activity data we get, the drop in home purchase mortgage applications throughout March is the first clear evidence of homebuyers pulling back in response to higher borrowing... 8th April 2026 · 2 mins read
Global Property Outlook Iran war’s property impact will be small and short-lived This global publication brings together our updated residential and commercial property market analysis and forecasts in light of the Iran war. It introduces new forecasts for US and UK housing as... 1st April 2026 · 22 mins read
Australia & New Zealand Economics Update Australian housing market poised for a downturn Australian house prices have lost some momentum in recent months. With the Reserve Bank of Australia set to hike rates to 4.60% in the coming months, we think house prices will fall outright before... 1st April 2026 · 4 mins read
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
