On cross-country:
- 2025 Global Housing and Mortgage Outlook Mid-Year Update – Fitch
- A broken housing market is driving inequality right across Europe – and fuelling the far right. From Lisbon to Amsterdam, housing policy has led to haves and have-nots. But, as our new series uncovers, it doesn’t have to be this way – The Guardian
Working papers and conferences:
- Mortgage Market Structure and the Transmission of Monetary Policy During the Great Inflation – VoxEU
- Central Bank Communication and House Price Expectations – SSRN
- Housing Market Spillovers in China via Trading Volume: A Comparison of Two Spillover Indexes – SSRN
- Chinese Housing Market Sentiment Index: A Generative Ai Approach – SSRN
- Residential real estate (RRE) lending standards: determinants and financial stability implications – ECB
On China:
- China rolls out official ‘property supermarkets’ to prop up creaking housing market. Proponents say these property hubs make transactions more centralised and trustworthy as they are vetted by local governments – South China Morning Post
On other countries:
- [Canada] Home construction must double over next decade to restore 2019 affordability: CMHC – Bloomberg
- [Canada] Housing shortages in Canada – CMHC
- [Canada] Updating Canada’s housing supply shortages: new housing supply gap estimates – CMHC
- [Canada] CMHC gives up on comparing housing affordability to 2004 levels – Globe and Mail
- [Canada] Doubling Home Construction Will Barely Improve Affordability in Canada: CMHC – Bloomberg
- [Canada] Canada home prices to decline 2% as trade war hits homebuyer confidence – Reuters
- [France] French Housing Loans Recovery Underway but Remains Fragile – Fitch Ratings
- [Hong Kong] Despite property market slump, Hong Kong must increase housing supply. Government should not repeat post-1997 mistake of shelving plans to increase long-term housing supply because of a temporary market dip – South China Morning Post
- [Hong Kong] The Hong Kong property developer rushing to refinance billions of dollars in loans. New World’s negotiations with banks come after years of ambitious debt-fuelled expansion – FT
- [Portugal] Foreigners pay twice as much as locals to buy Portugal homes – Bloomberg
- [South Korea] South Korea to Announce Measures to Cool House Prices, Yonhap – Bloomberg
- [Spain] La crisis de la vivienda también impacta en el empleo: reducir un 30% el precio crearía 410.000 trabajos. La rebaja inyectaría en la economía 25.000 millones de euros en cinco años, ya que las familias podrían consumir más, según un informe de CC OO – El Pais
- [United Kingdom] UK ministers urged to ‘get on’ with stronger homebuyer protections. Consumer group warns people have more rights buying a toaster than a new house – FT
- [United Kingdom] Interest-only mortgage could make comeback as regulator revisits rules. Financial Conduct Authority looks at whether the product it once called a ‘ticking timebomb’ can support home ownership – The Guardian