Finding the right policy prescription

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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.

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