That's the way some commentators are reading it. It's the Nationwide survey - which has shown some dramatic falls in recent months - and a 0.4% drop in house prices for November (after 1.3% in October). It brings the annual rate down to -13.9%, from -14.6%. Our reading? Most likely a blip. There's nothing - the economy, lending, number of trades - that points to a sudden change in the wind for house prices.

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