Economics
Valuation Viewpoint: Eating Cardboard
The signs all point to hard times around the corner, says James Wyatt, although London should maintain its ‘safe haven’ status.
Resilient cities & resi opportunities: New trends & drivers in UK HNW real estate investment
Wealthy private client investors "have been operating against an unprecedented backdrop of macro-economic disruption," says Investec - but "these challenging times have failed to dampen sentiment and can…
House prices surge even as political volatility rises
A general election rather than a Tory party leadership vote would have an impact on the housing market, writes Knight Frank's Tom Bill - but that feels unlikely this year.
Capital View: The global housing downturn will deepen – but this isn’t 2008
The US, UK, Canada, Australia, New Zealand, and Sweden are now all in the third stage of a property market downturn, suggests Neil Shearing, Group Chief Economist at Capital Economics.
The macro view: Why a change of sentiment may be on the way
With the press awash with fears of recession, fund manager-turned-buying agent Fraser Slater takes a closer look at the recent moves in various commodity prices and inflation expectations - and finds…
The anatomy of a housing market downturn
Property markets "tend to follow a predictable sequence in downturns," says Capital Economics - and the pattern has already started in the UK and USA.
Knight Frank raises property price forecasts as supply stays low
“House price growth is peaking as supply rebuilds and mortgage rates normalise," says Knight Frank's research chief, Tom Bill.
Six Years On: UK Vs EU house price growth since the Brexit vote
Average house prices across the EU-27 have increased by 39% since 2016, while the UK has seen 31% growth.
Bloomberg: The world’s bubbliest housing markets are flashing warning signs
Enda Curran examines the potential impact of a global housing market slowdown on the world’s economy in this Bloomberg deep-dive
BoE drops mortgage affordability test
"Removing the current stress testing could mitigate some of the impact of higher interest rates," suggests Savills, and is "not as reckless as it may sound".
Rental growth hits double figures – but it’s becoming cheaper to rent than to buy as mortgage costs climb
Central London rents are bouncing back hard from pandemic depths, suggests Hamptons' latest letting index.
BoE bumps base rate up to 1.25%
Britain's central bank hikes interest rates again in a bid to curb inflation.