Understand the economic impact of the coronavirus.
08 April 2021 - CPI inflation is set to rise well above the Bank of Canada’s 2% target this spring and will likely surpass 3% y/y for the first time since 2011. But we don’t believe this rise in inflation will be sustained.
06 April 2021 - Despite increasing numbers of new coronavirus cases globally, the possibility that more economies will enjoy both limited domestic restrictions and sustained low new case numbers is growing closer thanks to ongoing vaccination rollouts.
31 March 2021 - Achieving collective immunity is a pre condition for Latin American authorities to lift mobility restrictions permanently. We forecast that LatAm won’t reach that objective and pre-pandemic GDP levels until next year.
29 March 2021 - A run of encouraging business surveys and the apparent successful reopening of the Israeli economy suggest that upside risks to our already above-consensus outlook may be rising.
23 March 2021 - The attractiveness of UK equities relative to global peers leads us to remain tactically bullish GBP in our long-only asset-allocation portfolio.
22 March 2021 - Suspension of AstraZeneca vaccinations in a number of European economies, news of more vaccine supply problems, and rising Covid case numbers globally are all indications that the transition to normality will be uneven.
18 March 2021 - For US companies, a post-pandemic boom in consumer demand will lead to faster growth in revenue than costs, setting the stage for a 15% rise in corporate profits this year – the fastest in over a decade.
16 March 2021 - Businesses have become more positive about growth prospects and much less concerned over the possibility of severe downside shocks, based on our March flash survey of global risk perceptions.
15 March 2021 - Aside from the speed at which restrictions on activity will be eased in the next few months and the permanence of the rollback, the next greatest uncertainty is how household spending will respond in 2021.
09 March 2021 - With Brazil’s senate approving a BRL44bn second tranche of the popular “corona voucher” cash transfer scheme, we find that the boost to GDP is big at first (+0.7% in Q2) but fades quickly.
Want to keep up to date on the latest economic impacts of the coronavirus? Click here to subscribe to our blog.
Oxford Economics is a leader in global forecasting and quantitative analysis. Our worldwide client base comprises more than 1,500 international corporations, financial institutions, government organisations, and universities.
Headquartered in Oxford, with offices around the world, we employ 400 staff, including 250 economists and analysts. Our best-in-class global economic and industry models and analytical tools give us an unmatched ability to forecast external market trends and assess their economic, social and business impact.