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- Sep 07 2018
United States: Macro Musings
Another solid jobs report highlighted a week of positive economic news and clears the way for two more Fed rate hikes this year
- Sep 07 2018
Global growth: softening further in August
Our advanced economies (AE) growth indicator for August points to a continuing and broad-based loss of economic momentum.
- Sep 06 2018
United States: Pro-Trump states stand to lose most in a trade war
A trade war with China would cause significant economic damage in states highly dependent on goods-producing industries and trade, including South Carolina, Indiana, and Michigan. With President Trump...
- Sep 06 2018
Financial conditions continue to stabilise
Global financial conditions in advanced economies (AEs) appear to be robust in the face of EM contagion. Financial conditions eased through July, and available data show no significant deterioration i...
- Sep 06 2018
Sweden: Mixed messages from the Riksbank
As expected, the Riksbank kept its policy rate unchanged today at a record low of -0.5%. The big news was that it has slightly delayed the first planned rate hike, which it said will now either be in ...
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