Event Drop-In: Can the UK housing market continue to shrug off the weak economy? 5th March 2025, 3:00PM GMT The strength of the recovery in housing activity and prices in the second half of last year caught many off guard. But can the market continue to recover at this pace in the face of higher stamp duty…
Europe Commercial Property Update Residential yields have further to rise The long boom in residential investment has been severely dented by soaring interest rates. Solid fundamentals mean investor interest will remain strong, but it is unlikely residential yields have... 24th January 2024 · 3 mins read
UK Housing LPDF Annual Conference Economic Update Andrew Wishart, who leads our UK housing coverage, presented an Economic Update to attendees of the Land, Planning and Development Federation Annual Conference in London on the 30th November. The... 1st December 2023 · 1 min read
Event Drop-In: UK house prices go over the edge – how far will they fall? 1669888800 Chief Property Economist Andrew Burrell and Andrew Wishart, who leads our UK housing coverage, held a briefing on the shape of the coming downturn i
UK Economic Outlook Soaring inflation to trigger a recession A rise in CPI inflation from the 40-year high of 9.1% in May to a peak of 12% or higher in October will reduce real incomes by enough to mean that a recession now seems inevitable. Our forecast that... 18th July 2022 · 27 mins read
UK Economic Outlook Rates to rise to 3.00% to rein in price expectations Even though a further surge in CPI inflation to a 40-year high of 10% in October will take the economy to the brink of recession, we think the Bank of England will raise interest rates from 0.75% now... 26th April 2022 · 27 mins read
UK Economic Outlook More inflation, more interest rate hikes Although the hit to households’ real incomes from a bigger surge in CPI inflation than most expect (to a peak of almost 7% in April) explains why we think GDP growth will be slower this year than the... 17th January 2022 · 27 mins read
UK Economics A taste of stagflation The UK economy is experiencing a taste of stagflation. This won’t be anywhere near as severe or as persistent as in the 1970s. But for the next six months, the worsening product and labour shortages... 19th October 2021 · 27 mins read
UK Housing Post-holiday slump in transactions won’t hit prices It is inevitable that transactions will drop sharply after setting a record high in June. But the stamp duty holiday is just one of several factors behind the housing market boom, so house prices... 21st July 2021 · 2 mins read
UK Economics Surge in inflation won’t be sustained Our forecast that COVID-19 won’t significantly reduce potential supply means that the economy can run a bit hotter for longer without generating the persistent rise in inflation that would require... 20th July 2021 · 26 mins read
UK Housing Credit Conditions Survey (Q2 2021) A further easing of concerns about the outlook for property prices and the economy suggests that mortgage lending conditions will continue to improve. That will help ensure that house prices are... 15th July 2021 · 3 mins read
UK Housing A tale of two rental markets While London rents are set to reverse some of the fall of the past year, we doubt the premium of rents in the capital over the national average will return to its pre-virus level. But outside London... 13th July 2021 · 3 mins read
UK Housing IHS Markit/CIPS Construction PMI (Jun.) Despite a further deterioration in the availability of building materials, construction output rose at the fastest pace since 1997 in June. That suggests output in the sector is now well above pre... 6th July 2021 · 2 mins read
UK Housing IHS Markit/CIPS Construction PMI (Apr.) Strong demand for new projects brought further growth in output during April, according to the latest construction PMIs. But there is also growing evidence of cost pressures, though as yet this does... 7th May 2021 · 2 mins read
UK Economics Rapid recovery to limit scarring While we think the reopening of the economy and the vaccine rollout will allow GDP to return to its pre-pandemic level a bit earlier than most forecasters, the big difference between us and the... 15th April 2021 · 26 mins read
