Economics for Asset Managers
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Latest Reports
Explore our latest reports to navigate the complexities of today’s economic landscape and gain a thorough understanding of how the macrocycle influences investment returns.
Travel Industry Monitor: Q1 2026
RESEARCH BRIEFING Travel Industry Monitor: Q1 2026 A quarterly online survey capturing industry sentiment on tourism trends and travel outlook.
Read more: Travel Industry Monitor: Q1 2026
Macro Musings – From oil spike to demand squeeze in US
Oil prices are pulling back, but inflation pressures and weakening demand are starting to build. Is this just temporary relief, or the start of a deeper slowdown?
Read more: Macro Musings – From oil spike to demand squeeze in US
Fixed Income Focus – US Yields dip, curve steepens ahead of weekend Iran talks
Treasury yields declined and risk sentiment improved as ceasefire hopes lifted markets, but uncertainty around Iran talks persists. Can this optimism last?
Read more: Fixed Income Focus – US Yields dip, curve steepens ahead of weekend Iran talks
Bridging the Gap: How our CECL and IFRS 9 scenarios support with US stress testing
The 2026 severely adverse scenario introduces a more structured and transparent design, with a greater reliance on a published macroeconomic model to ensure consistency across key variables such as GDP, unemployment and inflation.
Read more: Bridging the Gap: How our CECL and IFRS 9 scenarios support with US stress testing
The Economic Impact of Supplying US Rail
The rail supply industry plays a critical role in keeping the nation’s freight and passenger rail networks operating, investing, and modernizing. This new Oxford Economics study—supported by the Railway Supply Institute (RSI), REMSA, RTA, and Amtrak—provides the most comprehensive assessment to date of the industry’s economic footprint. Drawing on detailed operational and capital spending data across freight railroads, transit and commuter systems, and Amtrak, the report measures the activity that takes place within supplier firms, the activity supported through their domestic supply chains, and the additional economic activity generated by workers’ spending.
Read more: The Economic Impact of Supplying US Rail
Stable long-run inflation expectations argue against a rate hike in US
Higher oil prices may lift short-term inflation expectations, but long-term expectations remain anchored near the Fed’s 2% target. This limits wage pressure and suggests only a muted pass-through to core inflation, with inflation likely to be temporary.
Read more: Stable long-run inflation expectations argue against a rate hike in USRead more →
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