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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.

Deal or no deal, conflict tremors are here to stay

The conflict in the Middle East is, hopefully, coming to a close. However, the subsequent fall in global oil prices since late May does not automatically mean the macroeconomic picture for Africa has turned rosy.

Falling oil prices will ease supply-chain stress in the US

Falling oil prices are easing supply-chain stress and inflation, but challenges remain in agriculture. Discover more insights in our latest report.

The US labor market is not overheating

Explore insights on the balanced labor market, productivity growth, and the Federal Reserve’s interest rate outlook amidst evolving economic conditions.

The BoJ hiked a policy rate and will end the tapering of JGB purchases in FY2027

The Bank of Japan (BoJ) raised its policy rate from 0.75% to 1% on June 16 despite the uncertainty around the Middle East conflict. The BoJ kept its forward guidance that it will continue interest rate normalization. However, the persistent perception in FX markets that the BoJ is behind the curve will likely continue to put pressure on the central bank to hike the policy rate faster and higher in the coming quarters.

US-Iran agreement isn’t yet a game-changer for the global outlook

The recent US-Iran agreement aims to stabilize oil markets, but uncertainties and regional tensions may slow progress in shipping through the Strait of Hormuz.

US PCE Nowcast – Headline inflation will creep above 4%

Inflation pressures are rising due to energy costs and supply shortages. Discover how these trends may impact the economy and potential rate cuts.

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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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