Finding the right policy prescription

NatWest examines key macroeconomic trends, including UK housing market resilience, global trade fragmentation, and shifting policy landscapes in the US and Germany.   

• UK Housing Market: House prices rose 0.4% in February, but a slowdown is likely after April’s stamp duty changes.  
• Monetary Policy Outlook: The BoE faces uncertainty due to volatile labor market data and global trade shifts.  
• US Economic Concerns: Consumer spending fell 0.5% in January, signaling potential headwinds despite strong income growth.  

Read the full report for in-depth analysis on policy shifts and investment implications.