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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.

Boom in Carolina migration driven by job opportunities, affordability, and retirees in the US

Growth is concentrating in major metros, boosting spending but widening regional gaps.

Supply pressures resurface in Eurozone

Energy-driven supply shocks push Eurozone inflation higher, prompting expected ECB rate hikes despite weak demand.

Treasury curve steepening to resume once US/Israel war with Iran ends

Treasury yields may steepen after Middle East tensions ease, but persistent inflation and structural pressures could keep long-term rates elevated.

World Cup US Host Cities to See Moderate Leisure & Hospitality Boost

The World Cup will deliver a temporary, sector-specific boost with minimal lasting economic impact.

AI is reshaping the composition of enterprise tech spending in the US

Spending on AI is currently the primary driver of incremental enterprise tech spend growth, with outlays rising rapidly to account for a growing share of total spend, which we forecast will continue over the next decade. Development and use of AI based products will grow to over $1.75 trillion by 2030—22% of total US enterprise tech spend—up from $230 billion today.

Warsh is in, but many questions remain in the US

Warsh is in—but the real story is what comes next. Inflation is sticky, consumers are stretched, and the Fed may wait longer than markets expect.

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Understand and Anticipate Interest Rate Changes with Trusted Oxford Economics Research

Over the past 12 months, the pace of disinflation has proceeded in line with our forecast and the outlook for monetary policy and yields has played out broadly in line with our expectations.

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