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- Aug 24 2018
United States: Macro Musings
The economy is starting the second half of the year on a strong footing. Households have more firepower to sustain spending than previously thought, and solid growth in the second quarter elevated the...
- Aug 24 2018
United States: Risk management becomes new Fed mantra in Jackson Hole
In his first Jackson Hole speech, Federal Reserve Chair Powell noted “good reasons” to expect a strong economy, and suggested “further gradual” rate hikes would balance the risks of tightening monetar...
- Aug 24 2018
United States: US and China raise bilateral tariffs amidst trade talks
The US and China imposed further 25% tariffs on $16 billion of bilateral imports today – the second leg of previously announced tariffs on $50 billion of imports. These new tariffs indicate still-elev...
- Aug 23 2018
Eurozone: ECB increasingly confident about sustained wage growth
The minutes of the ECB’s July’s meeting confirm that the central bank has become increasingly confident about the inflation outlook as a result of strengthening wage growth. Recent data are likely to ...
- Aug 23 2018
United Kingdom: Slow and steady may win the race
With growth in Q2 of this year meaning that the economy is heading towards a decade without a recession, the current, post-2009, economic expansion has already exceeded the average length of previous ...
The Fiscal Impact of Immigration on the UK
European migrants living in the UK contribute £2,300 more to public purse each year than the average adult, suggesting a net contribution of £78,000 to the exchequer over their lifespan in the UK.
Data and Digital Platforms | Driving Tourism Growth in Asia Pacific
Destinations and policymakers should embrace digital platforms and data-driven innovation, to drive tourism performance.
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In the media
RT @NKCAfrica: #SouthAfrica Headline CPI surprised to the downside with lower food prices and no sign of secondary price effects the main f…
RT @NKCAfrica: #Kenya review period expires without agreement on new IMF programme. Parliament’s decision to retain caps on interest rates…
The @guardian highlights our analysis of the fortunes of #G20 economies after #Lehman. While some Asia economies were unscathed, it took the US 3 yrs for GDP to return to pre-Lehman levels, the UK 5 years - and Italy has yet to return to the prior peak: bit.ly/2OAnyJP
In this @WEF blog post, Naveen Menon, Cisco's ASEAN president, discusses OE's report with Cisco on how #technology will displace 28m #ASEAN workers' jobs by 2028, but will create new demand for workers, too, with #reskilling the key challenge: bit.ly/2xx7Mbq
Extreme house price valuations are concentrated in a group of relatively small economies, though valuations also look high - albeit below 2007 levels - in the UK and France: bit.ly/2NTieUP
In this @WEF blog post, Naveen Menon, Cisco's ASEAN president, discusses OE's report with Cisco on how #technology will displace 28m #ASEAN workers' jobs by 2028, but will create new demand for workers, too, with #reskilling the key challenge: bit.ly/2QJktJ9
In full US-China #tradewar, OE modelling shows US and Chinese exports fall ~30% but three-quarters of China's $100bn export drop offset by rising exports to rest of world while RoW #exports to US rise $50bn with gains for Asian exporters: bit.ly/2QItK3S