Slow economic growth will likely continue in Canada in 2025 as significant policy shocks threaten to reshape the landscape.
Sally Li
In the context of a Trump-fuelled boost for US and global GDP in 2025, four themes will be key for emerging markets.
We expect economic growth to remain modest in 2025, although we don’t think a substantial slowdown is on the way either.
The commodity markets are poised for significant shifts influenced by geopolitical developments, economic policies and global demand dynamics in 2025.
We expect economic growth to remain modest in 2025, although we don’t think a substantial slowdown is on the way either.
Deflationary risks are the biggest concern for Chinese economy in 2025.
A secular labour shortage will continue to raise wages and inflation in a sustainable and irreversible manner in Japan.
We expect growth will pick up in 2025 in Sweden, Norway and Finland, with Denmark as the exception, where we believe growth will slow but remain above potential.
Oxford Economics is delighted to announce a significant product enhancement to its Real Estate Economics Service and Global Economic Model, with the addition of MSCI historic real estate index data.
Our latest global industry forecasts reflect the impact of a second Trump presidency on industrial sectors. The US industrial forecast is now upgraded over the next two years, reflecting the impact of corporate tax cuts, with capital goods sectors expected to benefit most.
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Productivity gains from the use of Generative AI (GenAI) and other similar technological advancements are set to boost medium-term economic growth, but the gains will be spread unevenly across sectors.
After a year of transition in the commercial real estate cycle in 2024, we believe CRE is poised for a tentative revival in values.
After India’s stunning economic performance in 2023 and the start of 2024, we believe the growth rate has now normalised and activity will expand at a softer pace.
Lower inflation will be supportive of Australia’s growth outlook in 2025, although there is still only limited scope for policy easing.
We think the environment of strong US demand coupled with still ample global liquidity, should be positive for US risk assets.
We expect the global valves market to register an increase of 3.6% in 2024 and 4.1% in 2025, with the actuator market expected to grow at a similar pace.
Most likely, 2025 could well be a year of slower growth and more stubborn inflation for Asia than most believe.
The UK has several long-running structural problems to solve and there’s much the new government needs to do.
The policy implications from a second Trump presidency are expected to affect US commercial real estate (CRE) through curbed immigration, tax cuts, and increased tariffs. However, CRE’s relative pricing to bond yields will probably most influence values in the short term.
