Oxford Economics is a leader in global forecasting and quantitative analysis, with the world’s only fully integrated economic model and 250 full-time economists, we help our clients track, analyse, and model country, industry, and urban trends.
- Oct 16 2019
Global - IMF’s GDP growth forecasts are a touch too optimistic
We agree with the IMF’s latest global economic forecasts that global GDP growth in 2019 will be the weakest since the global financial crisis. However, we think that the solid rebound in growth in 202...
- Oct 16 2019
Inside Frontier Markets: October 2019
Our new monthly Frontier Markets report presents our latest macro research and asset views of selected FM sovereigns. In this first edition, we focus on Ecuador, Venezuela, Panama, Ukraine, Iraq and Z...
- Oct 15 2019
United States: US Executive Briefing – October 2019
Recession fears resurfaced in early October with the ISM manufacturing and nonmanufacturing indices falling to their lowest levels since 2009 and 2016, respectively. Yet, while we expect industr...
- Oct 15 2019
Turkey: Sanctions-jolted lira could bind the CBRT’s hands
The US sanctions imposed on Turkey following its incursion into Syria will have a minor impact on the economy, and so only triggered a fairly mild reaction in the markets. But the threat of a tougher,...
- Oct 15 2019
Japan: How the BoJ could cut and raise rates at the same time
Slowing growth momentum has recently prompted the Bank of Japan to hint at policy action later this year. We believe the BoJ may feel forced to lower its policy rate below the current -0.1% if a furth...
Handling the US Economy: The Economic Impact of the Material Handling Industry
MHI commissioned this report with Oxford Economics to quantify the economic impact that this vital industry has across all industries and regions of the United States. That impact in 2018 amounted to... more
Listed Real Estate in a Multi-Asset Portfolio: A European Perspective
With the European listed real estate market having expanded rapidly in terms of size and diversity in recent years, this study examines the optimal role of this asset class in investment portfolios.
In the media
Thursday's #ECB Council meeting will be the last chaired by Mario #Draghi as he hands over to Christine #Lagarde at the end of the month. We don't expect much else of note after last month’s monetary fireworks that will see the restart of #eurozone QE: bit.ly/2J2ytv3
Establishing the world’s largest free trade area is an investment game changer. So, what are the top #African economies for investment? Get the the 2019 #AfricaRiskRewardIndex from OE and @NKCAfrica with @Control_Risks to find out more: bit.ly/2VUoTQ9 #ARRI2019
The Hays Global #Skills Index 2019/20, produced with OE, analyses the challenges facing organisations in their labour market as they search for the most sought-after talent. Read the full report at: bit.ly/35JAXs4
AR promises to make all the world a stage for immersive experiences. Check out our latest study bit.ly/2J2l0na to see how AR adopters are already capitalizing on AR’s ability to deliver improved business outcomes #AR #RealReality #Augmented #AI
Amid #tradewar, with businesses more reluctant to invest, construction activity in #Asia is at risk of becoming collateral damage. In our latest Asia Construction Service report we map key trends, winners and losers for Asia #construction and #realestate: bit.ly/31s4W4v
In #France 2020 budget plans confirm fiscal policy supports demand following the #giletsjaunes crisis. Tax cuts for households will be 3x larger than planned 1yr ago, before the protests. In contrast, tax cuts for companies are more than halved: bit.ly/2J2RePk
Global growth is ~1ppt down from its Q1 2018 peak. Since the 70s there hv been 7 slowdowns on this scale; 4 morphed into #recession. We find a 30% risk of global recession in the next 12m, but this could change rapidly if there were several more shocks: bit.ly/2oK0kJT