Australia & New Zealand Chart Pack ANZ Chart Pack (March 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Inflation will rise well above target in both Australia and New Zealand as a result of the oil price... 26th March 2026 · 1 min read
Canada Chart Pack Canada Chart Pack (Mar. 2026) In our baseline scenario, WTI has already peaked but still averages $80 per barrel over the rest of the year, acting as a modest net positive for GDP growth and boosting headline inflation... 25th March 2026 · 1 min read
Australia & New Zealand Economics Update Why is Australia’s housing market still defying gravity? Even though housing is the least affordable since the early-1990s, a pronounced shortage of housing supply has contributed to continued robust growth in house prices. While higher mortgage rates will... 25th March 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
Europe Commercial Property Update Affordability of renting vs buying a tailwind for rental demand The comparative affordability of renting versus owner-occupation is one factor that we expect to support rental demand across most European markets in the coming years, especially in the German... 19th March 2026 · 2 mins read
Canada Economics Update Canada Housing Watch (Mar. 2026) There is no relief in sight for the troubled housing market, with the spike in global oil prices likely to push up mortgage rates in the coming weeks. That has led us to downgrade our forecast for... 17th March 2026 · 4 mins read
US Commercial Property Update Changing living costs key for remote worker migration Nashville has reclaimed top spot in our ranking of the attractiveness to remote workers of 52 US metros. Its continued dominance owes much to its relatively low cost of living, a factor that has... 16th March 2026 · 4 mins read
US Housing Market Rapid Response US Housing Starts (Jan 2026) Housing starts were strong in January, despite the poor weather, but permit data suggest that February’s number will be weaker. Meanwhile, the recent rebound in Treasury yields due to the Iran... 12th 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
UK Housing Market Rapid Response UK Halifax House Prices (Feb. 2026) The 0.3% m/m rise in the Halifax measure of house prices in February provides further evidence that the recent improvement in the housing market has continued. We think housing will pick-up further... 6th March 2026 · 3 mins read
UK Commercial Property Rapid Response S&P Global/CIPS UK Construction PMI (Feb. 26) The headline CIPS construction PMI fell to 44.5 in February, reversing some of the gain made in January and leaving the index firmly in contractionary territory. 5th March 2026 · 1 min 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
UK Housing Market Rapid Response UK Nationwide House Prices (Feb. 2026) The 0.3% m/m rise in the Nationwide measure of house prices in February suggests that the improvement in the housing market and the wider economy at the turn of the year has been sustained. The... 2nd March 2026 · 3 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
