Australia & New Zealand Chart Pack

ANZ Chart Pack (Feb. 2026)

Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. The continued acceleration in Australia’s underlying inflation at the start of the year vindicates the...

25th February 2026 · 1 min read

US Housing Market Rapid Response

US Case-Shiller/FHFA House Prices (Dec. 2025)

The marked reacceleration in house price growth in December, to 5.5% on a three-month annualised basis from negative territory only four months prior, reflects strengthening housing demand as mortgage...

24th February 2026 · 2 mins read

Canada Economics Update

Canada Housing Watch (Feb. 2026)

The housing market weakened sharply in January, with home sales and house prices both plunging. While the housing market has been struggling for some time, the record-breaking winter storm that hit...

18th February 2026 · 4 mins read

Australia & New Zealand Economics Weekly

Australia still facing elevated capacity pressures

Data released this week reinforce the need for the RBA to tighten policy settings. Provisional figures suggest that private consumption growth accelerated in Q4 and is running above the pace...

13th February 2026 · 6 mins read

UK Housing Market Update

UK RICS Residential Market Survey (Jan. 2026)

The green shoots of recovery indicated by January’s RICS housing market survey support other evidence that suggests the economy strengthened at the start of the year. And it lends some tentative...

12th February 2026 · 3 mins read

Canada Economics Weekly

Housing could take a while to thaw

The local real estate board data for January shows that the housing market is still struggling, and we probably can’t blame it all on the weather. Meanwhile, the large fall in the unemployment rate...

6th February 2026 · 4 mins read

UK Housing Market Rapid Response

UK Halifax House Prices (Jan. 2026)

The 0.7% m/m rebound in the Halifax measure of house prices in January suggests the housing market started 2026 on a stronger footing than the 0.3% m/m rise on the Nationwide index implied. We think...

6th February 2026 · 3 mins read

Canada Economics Focus

Will the build-to-rent boom turn to bust?

The boom in build-to-rent (BtR) housing starts to record highs, despite the immigration crackdown and accompanying fall in rents on new leases, reflects the significant expansion of government support...

5th February 2026 · 15 mins read

Europe Economics Update

ECB Bank Lending Survey (Q4 2025)

The ECB’s Q4 Bank Lending Survey, published this morning, suggests that banks have become more cautious about lending to companies while consumers remain reluctant to spend. It also showed that the...

3rd February 2026 · 3 mins read

UK Housing Market Rapid Response

UK Nationwide House Prices (Jan. 2026)

Although Nationwide house prices rose by 0.3% m/m in January, that only partially reversed December’s fall and means there is little evidence of a post-Budget rebound in house prices. Even so, we are...

2nd February 2026 · 3 mins read

Australia & New Zealand Economics Update

Strong housing market bolsters case for RBA hikes

Australia’s house price rally maintained solid momentum in January, while growth in advertised rents accelerated further. With the housing sector likely to feed inflationary pressures for a while to...

2nd February 2026 · 4 mins read

UK Housing Market Update

Cap on ground rents unlikely to bring flats back into favour

The £250 a year cap on ground rent charges announced by the Prime Minister on Tuesday will lower the running costs for some owner-occupiers and private landlords of leasehold homes, particularly flats...

27th January 2026 · 3 mins read

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

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