UK Housing Market Rapid Response UK Nationwide House Prices (Apr. 2026) The surprisingly strong rise in the Nationwide measure of house prices in April shows that house prices have continued to gain momentum despite the falls in consumer confidence and the rise in... 1st May 2026 · 2 mins read
Australia & New Zealand Economics Update The worst is yet to come for Australia’s housing market Australian house prices all but ground to a halt last month. And with affordability set to deteriorate further in the near term, we expect house prices to fall outright before long. Much to the RBA’s... 30th April 2026 · 4 mins read
UK Commercial Property Update Multifamily build-to-rent supply to recover from 2028 High financing and construction costs, combined with significant delays from the Building Safety Act, meant multifamily build-to-rent completions saw a 28% y/y decline in 2025. A thin pipeline... 29th April 2026 · 4 mins read
US Rapid Response US Durable Goods Orders, Advance Economic Indicators (Mar. 2026) & Housing Starts (Feb./Mar. 2026) The batch of data just published suggest the risks to our estimate that first-quarter GDP growth will come in at 2.5% annualised in tomorrow’s advance release are skewed to the upside. 29th April 2026 · 2 mins read
UK Housing Market Update One-year rent freeze could lead to higher rents further ahead While a one-year rent freeze would temporarily suppress rents for households currently in rental contracts, a further squeeze of landlords’ possible returns risks exacerbating the already tight supply... 28th April 2026 · 4 mins read
US Housing Market Rapid Response US Case-Shiller/FHFA House Prices (Feb. 2026) The surprise fall in house prices in February suggests the market was on even weaker footing than previously thought ahead of the jump in mortgage rates tied to the Iran war. Despite this, we are not... 28th April 2026 · 2 mins read
Europe Economics Update ECB Bank Lending & Consumer Expectations Surveys The ECB’s Q1 Bank Lending Survey (BLS) suggests that the negative effects of higher energy prices on economic activity in the euro-zone could be bigger than we have assumed. At the same time, the jump... 28th April 2026 · 2 mins read
UK Housing Market Update How far will the Iran war push up UK homebuilding costs? A renewed rise in homebuilding construction costs due to the jump in energy prices since the start of the Iran war will only further constrain homebuilders’ profits and housing starts. This poses some... 27th April 2026 · 5 mins read
US Chart Pack US Chart Pack (Apr. 2026) Higher gasoline prices will weigh moderately on consumption, but there are signs that investment will broaden out beyond AI-related spending. We expect GDP growth to average 2.2% this year and next... 23rd April 2026 · 0 mins read
UK Commercial Property Chart Pack UK Commercial Property Chart Pack (Apr. 26) The Iran conflict has increased uncertainty and pushed up long-term interest rates, both of which will weigh on investment activity over the next few months. But property yields saw no rise in March... 22nd April 2026 · 1 min read
Canada Chart Pack Canada Chart Pack (Apr. 2026) The economic fallout from events in the Middle East is developing broadly in line with our baseline scenario, leaving WTI on track to average $80/barrel in the second half of the year. The reduced... 22nd April 2026 · 1 min read
Canada Economics Weekly Majority rules Prime Minister Mark Carney was swift to put his newfound majority to use this week, announcing a suspension of the federal gasoline tax for the next few months. That will not have a huge impact, but... 17th April 2026 · 6 mins read
Canada Economics Update Canada Housing Watch (Apr. 2026) The housing market continued to struggle in March and the recent rebound in fixed mortgage rates, driven by the spike in oil prices, suggests that house prices will fall further in the coming months. 16th April 2026 · 4 mins read
Australia & New Zealand Economics Update Tax changes wouldn’t impact housing market much Australia’s government is mulling tax changes that would make it less attractive for investors to buy rental properties. While that may result in small falls in house prices and could reduce the... 15th April 2026 · 3 mins read
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
