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
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
US Housing Market Rapid Response US Case-Shiller/FHFA House Prices (Mar. 2026) Back-to-back house price declines in February in March, before the full effects of the Iran war on mortgage rates would even have been felt, suggest now is the time to downgrade our forecast. Rather... 26th May 2026 · 2 mins read
UK Housing Market Update What would a new PM mean for the housing market? None of the three leading candidates to replace Starmer as Prime Minister advocate an increase in total housing supply, not least due to the fiscal constraints. But Rayner and Burnham may be more... 21st May 2026 · 4 mins read
Australia & New Zealand Economics Update Tax changes not a major threat to housing market Some commentators have been arguing that the tax changes announced in last week’s Budget will end the 30-year super cycle in housing. By contrast, we’re not convinced that the attractiveness of... 18th May 2026 · 4 mins read
Canada Economics Update Canada Housing Watch (May 2026) There were some encouraging signs of stabilisation in the headline housing market indicators for April, but the further decline in the sales-to-new listing ratio and recent rise in fixed mortgage... 15th May 2026 · 3 mins read
UK Housing Market Update UK RICS Residential Market Survey (Apr. 2026) The recent plunge in buyer sentiment triggered by the rise in mortgage rates since the start of the Iran appeared to stabilise in April. Even so, April’s RICS survey continues to suggest that the... 14th May 2026 · 3 mins read
UK Housing Market Update Big falls in nominal house prices unlikely, even in adverse scenario Despite its recent resilience, house price growth will probably slow over the coming months as the drag from higher mortgage rates triggered by the Iran war continues to grow. But big outright falls... 13th May 2026 · 5 mins read
UK Housing Market Rapid Response UK Halifax House Prices (Apr. 2026) The small fall in the Halifax measure of house prices in April suggests the housing market has been less resilient to the jump in mortgage rates triggered by the Iran war than the alternative... 8th May 2026 · 3 mins read
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
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
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
