Climate-linked flooding is becoming more severe, reshaping risks for UK cities, real estate, and local economies. Which areas face the greatest impact—and why?
Anusha Suthenthiran
UK housing affordability has strengthened since 2022, supporting rising prices—but with pay growth slowing and limited rate cuts ahead, is the market nearing a plateau?
Europe’s shrinking development pipeline is tightening vacancies and lifting rental growth across key CRE sectors. Which cities and regions are set to grow fastest?
After years of volatility, commodity markets face renewed macroeconomic headwinds as slowing global growth and trade disruptions hit demand. Could 2026 mark the start of a deeper correction—or a turning point for recovery?
Leading cities like London, New York, and San Jose are thriving through technology, knowledge industries, and demographic advantages. As global shifts and AI reshape urban economies, which cities will stay ahead in the coming years?
A federal government shutdown is unlikely to shift forecasts for GDP, unemployment, or inflation but adds downside risks to near-term growth. Extended disruption could also influence the Fed’s timing on rate cuts. How long would it take for the shutdown to leave a lasting mark on the economy?
Texas has emerged as the powerhouse of America’s economic southward shift, leading in job creation and high-value industries from tech to finance. With its growth outpacing the national average, will Texas continue to anchor the next phase of US expansion?
After falling into negative territory due to overly dovish market expectations, the stock-bond correlation is expected to return to positive levels by 2026. How should investors rethink strategies relying on long-duration bonds?
Our supply-chain stress index eased in August as early shipping demand faded. However, a long government shutdown could disrupt cargo processing and add pressure to key sectors like semiconductors and pharmaceuticals. Will these factors derail the recent easing in supply-chain stress?
The US is leading the world in AI-driven investment, fuelling growth far ahead of other advanced economies. But with tariffs looming and adoption risks rising, could the tech-fuelled surge lose momentum in 2026 — or is there more upside to come?
Geopolitical tensions are escalating as US-China trade policy shifts from tariffs to sanctions. Our research highlights global supply-chain risks, with Asia most exposed and Taiwan a critical vulnerability. How resilient are global supply chains to this shock?
US tariffs and global trade tensions will slow growth across Latin America in 2026. Which countries will remain resilient despite these pressures?
We expect the US economy to slow in 2026 but sidestep recession, with AI investment providing key support. How will tariffs, inflation, and uneven household impacts shape the outlook?
The US has seen short-term gains from higher tariffs, with markets steady and growth holding up. But investment weakness, rising risks of inflation, and potential trade retaliation point to a tougher outlook ahead for both the US and global economies.
Oxford Economics’ Global Economic Model assesses the NGFS ‘Sudden Wake-Up Call’ scenario. Results show inflation spiking within a year, global GDP 2.3% below baseline by 2030, and fossil fuel–intensive sectors facing steep losses, while green investment rises as resources shift toward electrification and clean infrastructure.
The global economy faces its weakest expansion since 2009 (ex-2020) as US tariffs and fiscal policy shifts weigh on investment and incomes. Supply shocks and protectionism add to uncertainty — could this be the start of a more fragile era for growth?
The fate of global oil prices hangs on Russia. Sanctions, rerouted exports, and a potential ceasefire could drive Brent and Urals in unexpected directions. What will happen next?
US tariff rates are climbing to levels not seen since the 1930s, with world trade expected to decline and inflation set to rise. What could this mean for global markets and economic growth?
The latest US tariffs are reshaping global trade patterns, hitting some cities harder than others. From Germany’s auto hubs to China’s electronics exporters, which regions will weather the storm and which will struggle?
Demographic shifts are reshaping the global economy, with ageing populations and declining fertility slowing labour supply and growth. Some regions face fiscal pressures, while others, like sub-Saharan Africa, could drive future expansion. But as populations diverge, what does the uncertain demographic future mean for global economic stability?
