19 March 2024
Global macro
Global housing markets have held up better than expected through the rate hiking cycle. We think this strength could mean a slower rate cutting cycle than markets expect.
- The global tightening cycle of the past few years has triggered only a moderate correction so far in the global housing market
- Housing has generally held up better than anticipated and is even showing signs of recovery ahead of the global monetary easing cycle
- However, the housing market’s resilience amid easing financial conditions may derail the timing of global rate cuts
Click here to read the full whitepaper
1058 kb
