Research Briefing
The global economic outlook has deteriorated, with downside risks threatening global real estate.
Research Briefing
The global economic outlook has deteriorated, with downside risks threatening global real estate.
Research Briefing
Following the conclusion of HomeBuilder, rising property prices and interest rate hikes, first home buyer (FHB) demand has normalised to...
Research Briefing
Policies aimed at managing China's housing slump have led investors to query the shape and depth of a market correction....
Research Briefing
Despite the recent deterioration in the UK housing market, we think the doomsday scenario set out in the Bank of...
Research Briefing
Our analysis of the economies of metros across the US provides us with a basis for projecting household income growth...
Research Briefing
Central banks around the world are raising interest rates and shrinking balance sheets, but financial conditions are not under enough...
Research Briefing
With the world on the cusp of a property market downturn, we have modelled three scenarios for more severe housing...
TradePrism is the most comprehensive forecasting service for trade. Offering 1200 product-level forecasts of trade between 46 major economies, and...
Our Housing Affordability Indices showed affordability worsened in the US and Canada in Q2 due to sharply higher mortgage rates....
Research Briefing
We do not believe the moderate recession forecast this winter and the deepening housing correction completely undermines the medium-term case...
Research Briefing
The cost of debt for real estate has risen steeply in recent months, as credit conditions tighten, loan margins widen,...
Research Briefing
We estimate the recent surge in swap rates – a key driver of mortgage rates – means that UK house...
BoE governor Andrew Bailey's insistence that emergency support will end on Friday is an unsustainable position that we expect to...
Research Briefing
The ongoing surge in mortgage rates in advanced economies threatens to push some housing markets into steep downturns. Housing prices...
Research Briefing
After several days of huge UK financial market volatility, the BoE intervened at the long end of the gilt market...
Research Briefing
Odds of a downturn in Canada have just crossed a tipping point and we now expect a moderate recession starting...
The new Asia Real Estate Economics Service helps companies understand the implications of macroeconomic, geopolitical, financial and climate change on...
Our modelling suggests incorporating owner-occupied housing costs would lower eurozone headline inflation from Q3 2022 by 0.3ppts, with negative contributions...
Research Briefing
We expect Hong Kong's residential property prices to fall by about 4% y/y in Q4 2022, mainly due to the...
Some indicators suggest an uptick in the London economy in June, but underlying drivers are not at all favourable, with...