16 Jun 2025
We lay out an economic FAQ of sorts, and take a stab at some answers
Questions and concern about erratic US trade policy understandably commonplace
As well a...
5 Jun 2025
National housing market overall appears more balanced than oversupplied
Still, rising levels of unsold inventory are a feature of all regions, and particularly ...
22 May 2025
We already harboured concerns about fragile consumer sentiment
Trade war fallout risks making it worse
Our consumer spending forecasts are thus on notice
...
8 Apr 2025
The housing market continues to slowly thaw out
That’s in keeping with our views. We continue to expect a modest lift in house prices this year
Risks from he...
25 Mar 2025
The ship appears to be turning, slowly
Dairy cash, retail stirrings will help
But conflict between future expectations and current reality remains
Another...
5 Feb 2025
22 Jan 2025
28 Nov 2024
High-net-worth women (HNWW) are on the rise, and the future they expect is giving new shape to we...
18 Nov 2024
26 Sep 2024