US Housing Market Rapid Response US Case-Shiller/ FHFA House Prices (Nov 2025) The solid 0.5% rise in house prices in November builds on October’s upwardly-revised 0.4% rise, and we expect further price acceleration in the months ahead as a pick-up in demand meets nagging... 27th January 2026 · 2 mins read
UK Housing Market Outlook Looser lending standards to boost activity and prices Despite the recent increase in the supply of homes on the market, we think the combination of looser lending standards, further falls in mortgage rates and decent wage growth will allow housing... 26th January 2026 · 17 mins read
Middle East & North Africa Economics Weekly Egypt’s external gains, Saudi real estate, Saudi-UAE tensions Data released this week showed that Egypt's current account deficit has continued to improve nearly two years on from the policy shift. The growing likelihood of a rebound in Suez Canal traffic will... 22nd January 2026 · 6 mins read
Canada Economics Update Canada Housing Watch (Jan. 2026) The housing market ended the year on a weak footing, with both sales and house prices continuing to fall. The outlook for this year is a little brighter, with tightening supply of new listings likely... 16th January 2026 · 4 mins read
Canada Chart Pack Canada Chart Pack (Jan. 2026) We expect GDP growth to be just 1.2% this year as growth in household spending, investment and exports remains subdued. Despite soft GDP growth and only modest employment gains, the unemployment rate... 15th January 2026 · 0 mins read
UK Housing Market Update UK RICS Residential Market Survey (Dec. 2025) The continued weakness in buyer sentiment, the further rise in the supply of homes for sale and the softening in rental demand recorded by the RICS survey in December implies that the risks to our... 15th January 2026 · 3 mins read
US Housing Market Outlook Trump's affordability push to have limited success President Trump’s proposals to improve housing affordability are not enough to move the dial, which would require a sustained decline in mortgage rates. Unfortunately, our positive outlook for the... 14th January 2026 · 11 mins read
US Housing Market Rapid Response US Existing Home Sales (Dec 2025) The boost to purchasing activity from the modest reduction in borrowing costs in the latter-half of 2025 continued to gather momentum in December, with existing home sales rising to an almost three... 14th January 2026 · 2 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (Jan. 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. We believe the RBA will join the rather exclusive club of advanced economy central banks that tightens... 14th January 2026 · 1 min read
US Housing Market Rapid Response US New Home Sales (Sep. & Oct. 2025) New home sales remained above 700,000 annualised in October for the third month in a row, confirming that the combination of slightly lower borrowing costs and strong homebuilder sales incentives are... 13th January 2026 · 2 mins read
US Housing Market Rapid Response US Housing Starts (Sep. & Oct. 2025) Although the government shutdown-delayed residential construction report covering September and October showed a further weakening in housing starts, permit issuance picked up, suggesting we may have... 9th January 2026 · 2 mins read
Europe Economics Weekly On EU relations with the Western Hemisphere We suspect that European governments will prioritise their relationship with the US over concerns about Greenland’s sovereignty, not least because they are more focused on Nato and Ukraine. Meanwhile... 9th January 2026 · 5 mins read
US Housing Market Update Proposed investor restrictions won’t shift the outlook The large institutional investors that President Trump has proposed excluding from the single-family market account for just 1% of home sales nationally, meaning barring them would not materially... 8th January 2026 · 4 mins read
UK Housing Market Rapid Response UK Halifax House Prices (Dec. 2025) The 0.6% m/m fall in the Halifax measure of house prices in December was the biggest monthly fall since August 2023, chimes with the 0.4% m/m fall in the Nationwide release last week and confirms that... 8th January 2026 · 3 mins read
UK Commercial Property Rapid Response S&P Global/CIPS UK Construction PMI (Dec. 25) The slight rise in the headline CIPS construction PMI in December 2025 to 40.1, from 39.4 in November, left the index firmly in contractionary territory. The rise was driven entirely by an improvement... 7th January 2026 · 1 min read
