Research Briefing
The decline in house prices triggers falls in residential investment. Consumer spending also weakens as credit conditions tighten and worsening...
Research Briefing
The decline in house prices triggers falls in residential investment. Consumer spending also weakens as credit conditions tighten and worsening...
Research Briefing
We expect real estate values to correct sharply in 2023, but pressure should gradually alleviate as policy rates peak.
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...
Looking into 2023, real estate developers and investors will continue facing multiple pressures. The months ahead will see difficult discussions...
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
With the world on the cusp of a property market downturn, we have modelled three scenarios for more severe housing...
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
We estimate the recent surge in swap rates – a key driver of mortgage rates – means that UK house...
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
Downside risks to our near-term outlook for global real estate are mounting, as the global economic outlook has continued to deteriorate over the...
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...
Research Briefing
Mortgage payment boycotts in China are a worrying development. But rather than being a potential trigger of crisis, we think...
Research Briefing
We have significantly downgraded our global real estate outlook since the launch of the Real Estate Economics Service six months...
Research Briefing
Housing affordability deteriorated in Q1 2022 in both the US and Canada, according to our updated Housing Affordability Indices. Income...