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United States: Existing Home Sales – February 2018
Existing home sales were stronger than expected in February, increasing 3.0% to a SAAR of 5.54 million. Increases in sales in the South and West drove the overall gain.
South Africa: NKC sees rating outlook moving to stable from negative
NKC African Economics sees an improvement in the overall risk outlook for South Africa as the better outlook for political risk following the recent changes should have positive spill-over effects...
Global economy to withstand threats from tariffs and twins
We see a limited direct threat to global financial conditions from rising US twin deficits, which are each likely to be financed by emerging markets. Instead, the risk is political – a widening curren...
United States: Quick Take: February existing home sales up to 5.54 mln
In February, sales of existing homes came in stronger than expected at 5.54 mln units (SAAR), up 3.0% month-over-month and up 1.1% year-over-year
Spain: Spanish exporters not losing sleep over stronger euro
The strong appreciation of the euro is raising concerns that Spanish exports can maintain the strong pace of recent years. We find little reason to be overly anxious. The sensitivity of Spanish export...
- Mar 19 2018
- Feb 26 2018
The AI Paradox: How robots are making work more human
Over the next decade, a great wave of technological change will wash through the economy, transforming the nature of work and the shape of the labour market. We collaborated with Cisco to study the im... more
- Mar 12 2018
- Feb 26 2018
Forecasts and analysis for 12 key markets, providing insight into the building and construction industry throughout Asia.
A rigorous and transparent framework to measure the vulnerability of 166 countries to a sovereign crisis or a sovereign distress.
A comprehensive view of national and city economies across Africa
An unbiased and transparent view of the forward-looking distribution for the economy essential to meeting regulatory requirements.
In the media
RT @GregDaco: US current account deficit widens to $128.2bn Q4 '17 (-$26.7bn).Trade deficit widens by $18.6bn, income surplus falls $1.6bn…
Our 200 economists have updated our monthly forecasts. Our analysis suggests that the global economy remains set for its best 2-yr run of growth since 2010-11, despite the equity market upset and US protectionist moves. Download our free executive summary: https://t.co/H7praKWgoe https://t.co/ygDkuUIKlw
The rising power of #consumers in #China is set to reverberate through the domestic and world economies, and global #retailing. China's consumer market will be bigger than America's by 2034, we find. Find out more about the #megatrend in our latest blog: https://t.co/VEKxr5BBhC
Looking at different economies’ exposure to fixed- and floating-rate private sector #debt reveals vulnerabilities to rising interest rates. #Hong Kong, #Sweden, #China and #Australia potentially most exposed via floating rates to rising debt service costs: https://t.co/EXWHxRNvul https://t.co/YQ4YgBJ0pH
We think the US budget deficit will rise to ~4.5% of GDP by end-2020, leading the US current account deficit to swell further, too. In the past, such twin deficits contributed to global financial instability. But we see little risk in the current context: https://t.co/m1Yc1MQmYt https://t.co/P0dnKc2OUN