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- Sep 03 2018
Expansion need not slow sharply from here
The long global economic expansion will not simply die of old age. However, possible downturn triggers have multiplied this year and some warning signals, such as the flattening US yield curve, are no...
- Aug 30 2018
Argentina: BCRA’s hike to 60% doesn’t prevent ARS from plunging
Argentinian assets came under severe stress this week. Not even a 1,500bp policy rate hike to 60% has been enough to stem the sell-off in the peso (ARS), which fell over 15% to 41/$1 at the time of wr...
- Aug 30 2018
Eurozone: Rising rates alone won’t fix banks’ poor profitability
After years of weak profitability in the eurozone banking sector, there are hopes that rising interest rates will help to improve banks’ financial performance. But a positive relationship between bank...
- Aug 29 2018
Canada: Canada has leverage in NAFTA renegotiation
Canada can leverage its unique position in the trade talks to its advantage. Procedural, timing, economic and political circumstances mean that Canada can secure a new trade agreement without bowing d...
- Aug 29 2018
United States: Gauging digital technologies’ benefits to the economy
The digital economy is a key and growing driver of US growth, employment, wages and productivity, and it acts as an important restraint on inflation. As it continues to grow faster than the rest of th...
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