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- Sep 17 2018
United Arab Emirates: The economy is alive and kicking
Is the UAE on the verge of a recession? A client asked us this recently, based on the economic slowdown last year, some anecdotal evidence and reports of businesses closing. Our clear answer is ‘no’. ...
- Sep 17 2018
India: A weak(er) INR to up the policy ante
The rupee has traded back towards its low against the US$ this morning, as the first set of policy steps to stem its weakness clearly fell short of expectations. The measures, announced over the week...
- Sep 17 2018
Should Italy leave the eurozone?
Italy’s post-financial crisis performance has been dismal, with the economy only some 2% larger in per capita terms than when the country adopted the euro in 1999. On that basis, Italy’s membership of...
- Sep 14 2018
United States: Macro Musings
The economic calendar contained a mix of good and bad news but still portrays a solid growth story for the third quarter
- Sep 14 2018
United States: Hurricane Florence will put a dent in the economy
As the East Coast of the United States awakens to the devastation from Hurricane Florence, we estimate the economic and property impact could be quite significant, on top of the loss of human lives.
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