US Housing Market Rapid Response US Case-Shiller/FHFA House Prices (Apr. 2026) Pause in house price falls will be temporary The unchanged level of house prices in April was a slightly better result than we had been predicting and reinforced our view that a sustained downturn in... 30th June 2026 · 2 mins read
UK Housing Market Chart Pack UK Housing Market Chart Pack (Jun. 2026) The continued weakness in some leading indicators of buyer sentiment suggests that the risks to our view that house prices will rise by 1.5% in the year to Q4 2026 lie to the downside. However, if... 29th June 2026 · 1 min read
China Chart Pack China Chart Pack (June 2026) China’s economy is growing at a slower rate than the official figures show, but growth has held steady at around 3% for the past year. Exports continue to surge on the back of strong global demand for... 26th June 2026 · 1 min read
Australia & New Zealand Economics Weekly RBA still set to hike, housing tax changes pass Australia’s latest activity and labour market data continue to point to softer momentum, but the CPI figures suggest that underlying inflation pressures have not yet been tamed. Accordingly, we still... 26th June 2026 · 4 mins read
Australia & New Zealand Economic Outlook Central banks to hike as inflation concerns dominate The RBA has already shifted policy back to restrictive territory and we expect it to tighten settings a bit further, as it seeks to ensure that activity slows sufficiently to bring inflation under... 25th June 2026 · 20 mins read
Canada Economics Update Housing Watch (Jun. 2026) The housing market showed firmer signs of improvement in May and, with oil prices dropping back sharply in the past week, there is now a lower chance that the Bank of Canada will be forced to spoil... 16th June 2026 · 4 mins read
US Housing Market Rapid Response US Housing Starts (May 2026) Looking past the volatility in multifamily starts, the latest batch of data suggest the housing market is just about weathering the latest rise in mortgage rates. 16th June 2026 · 1 min read
Australia & New Zealand Economics Weekly A cooling housing market but the RBA’s job isn’t done Australian consumers remain deeply pessimistic, particularly about the housing market, with house price expectations falling to a three-year low and auction clearance rates continuing to weaken. Even... 12th June 2026 · 5 mins read
UK Housing Market Update UK RICS Residential Market Survey (May 2026) While May’s RICS housing market survey shows that the worst of the falls in buyer sentiment may be in the past, a number of leading indicators continue to suggest that the risks to our forecast for... 11th June 2026 · 3 mins read
US Housing Market Chart Pack US Housing Market Chart Pack (June 2026) The rise in mortgage rates since the start of the Iran War will worsen already-stretched housing affordability. This will weigh on housing activity over the next couple of quarters and presents a... 10th June 2026 · 1 min read
US Housing Market Rapid Response US Existing Home Sales (May 2026) The rise in existing home sales in May was a bit stronger than we expected but, given the further increase in mortgage rates in recent weeks, we remain concerned about the downside risks to our... 9th June 2026 · 2 mins read
UK Housing Market Rapid Response UK Halifax House Prices (May 2026) The modest fall in the Halifax measure of house prices in May shows that the rise in mortgage rates triggered by the Iran war continues to weigh on the housing market. 5th June 2026 · 3 mins read
UK Commercial Property Rapid Response S&P Global/CIPS UK Construction PMI (May 26) After another month-on-month decline, the headline CIPS construction PMI dropped to 38.2, its lowest level since May 2020. Meanwhile, t he fourth consecutive fall in the future activity index, to 53.0... 4th June 2026 · 1 min read
Australia & New Zealand Economics Update Australia’s housing market correction is underway Australian house prices fell for a second straight month in May, and leading indicators suggest that the decline has further to run. However, with inflationary pressures still running hot, the housing... 2nd June 2026 · 4 mins read
UK Housing Market Rapid Response UK Nationwide House Prices (May 2026) The bigger-than-expected fall in the Nationwide measure of house prices in May brings the index more into line with the recent weakness in the alternative Halifax measure of house prices and provides... 1st June 2026 · 3 mins read
UK Housing Market Chart Pack UK Housing Market Chart Pack (May 2026) While some leading indicators point to a sharp slowdown in house price inflation in the coming months, the smaller rise in mortgage rates since the start of the Iran war than in past shocks and the... 28th May 2026 · 1 min read
