London Housing Markets Chart Pack

London Housing Chart Pack (Q2 2024)

House price growth in London remains negative according to the ONS, but timelier measures of house prices and sentiment suggest that activity has picked up and prices are regaining momentum. The...

25th April 2024 · 1 min read

US Housing Market Chart Pack

US Housing Market Chart Pack (Mar. 2024)

Even if mortgage rates fall to 6.5% this year as we expect, homeowners will still be discouraged from listing their home, ensuring supply remains tight. At the same time, mortgaged buyer demand should...

18th April 2024 · 1 min read

Australia & New Zealand Chart Pack

Australia & New Zealand Chart Pack (Apr. 2024)

Our Australia and New Zealand Chart Pack has been updated with the latest data and our analysis of recent developments. The minutes of their most recent meetings revealed that the RBA and the RBNZ...

11th April 2024 · 1 min read

UK Housing Market Update

UK RICS Residential Market Survey (Mar. 24)

Cautious optimism from surveyors on prices and activity The slight increase in the balances for past prices and new buyer enquiries in the RICS Residential Market Survey for March showed that demand...

10th April 2024 · 3 mins read

US Housing Market Update

Rising home listings won’t derail our price forecast

We think that reports of a wave of new resale supply coming onto the market are overblown. While the number of homes being listed for sale has increased compared to last year, it is still low by...

9th April 2024 · 3 mins read

UK Housing Market Rapid Response

UK Halifax House Prices (Mar. 24)

The first decline in the Halifax House price Index in six months confirmed that the slight rise in mortgage rates since the start of the year has caused house prices to stall.

5th April 2024 · 2 mins read

Australia & New Zealand Economics Update

Australia CoreLogic House Prices (Mar.)

Australian house prices continued to pare their gains last month. And a further loss of momentum appears likely in the near term, especially given that the RBA is unlikely to come to the housing...

2nd April 2024 · 3 mins read

Australia & New Zealand Economic Outlook

Monetary policy will remain restrictive for longer

Australia’s GDP growth will remain soft throughout the first half of the year so the recent stalling in inflation should be followed by a renewed moderation. However, as the labour market remains very...

27th March 2024 · 20 mins read

UK Housing Market Chart Pack

UK Housing Market Chart Pack (Mar. 2024)

A pause in the fall in mortgage rates and a rise in the number of homes coming onto the market mean house price growth will stall in the near term. But our forecast that Bank Rate will be cut further...

26th March 2024 · 1 min read

US Housing Market Rapid Response

US Case-Shiller/FHFA House Prices (Jan. 2024)

The fairly large gain in house prices in January points to a rebound in price growth driven by the fall in mortgage rates towards the end of last year. Although its early in the year, today’s data fit...

26th March 2024 · 3 mins read

US Housing Market Update

Renting to remain substantially cheaper than buying

As mortgage rates fall, we think the difference between the cost of buying and renting will narrow from the current all-time highs. But even by 2026, renting will remain by far the more cost-effective...

25th March 2024 · 3 mins read

Event

US Real Estate Drop-In: Will southern metros continue to lead?

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The pandemic-induced “great migration” fuelled rapid growth for apartment rents and house prices in southern metros.

US Housing Market Update

Southern house price outperformance to last

The national average house price has risen by nearly 50% since the start of the pandemic, but that masks a lot of regional variation. The rise in house prices in southern metros has been even larger...

18th March 2024 · 4 mins read

UK Housing Market Outlook

Fall in mortgage rates will allow market to recover

A slight rise in mortgage rates since the start of the year is likely to mean house prices stall in the near term. But our forecast that Bank Rate will be cut faster than most expect, to 3.00% by the...

15th March 2024 · 18 mins read

UK Housing Market Update

RICS Residential Market Survey (Feb. 24)

The February RICS Residential Market Survey revealed a jump in the supply of homes for sale which, paired with a slight rise in mortgage rates, means that house price gains are likely to stall in the...

13th March 2024 · 3 mins read