OE Logo
Washington landscape

The federal shutdown that started on October 1st is on course to be one of the longest in years and could have a significant impact in a handful of mostly southern metros.

Wooden blocks showing net zero, climate goals, CO2 emissions and global climate policies.

Ten years since Paris, can COP30 deliver real change? We review the progress of countries, industries and cities on the path to decarbonisation.

Rare earth mine

The new rare-earth controls from Beijing mark a pivot from raw material oversight to technological leverage.

Reviewing accounting documents

Our latest downside scenario reflects slightly less negative outturns for world exports relative to March when pessimism around trade was especially high.

US government building

In this blog, we explain how the shutdown could influence the US economy, regional activity, government services, social security and more.

Global economy

Tariffs won’t have huge impacts at a global level, although there may be big losers at a sectoral and firm level.

Brasilia

With the Kingdom of Saudi Arabia’s NEOM megaproject, Egypt’s New Administrative Capital, the UK’s New Towns, and the relocation of Indonesia’s capital to Nusantara, interest in new urban developments is back and more exciting than ever.

Commercial real estate performance

Oxford Economics is pleased to unveil its enhanced Real Estate Economics Service, now covering 100 global cities.

A lecture in UK universities

Given the important role UK universities play in local and regional economies, their poor financial position will have implications for local economic performance.

University students in central London

Universities in the UK face a funding crisis, and their financial position will have major implications for local economies.

5G and AI industry

In 2026, we anticipate global industrial value-added output to grow just 1.9%, the slowest pace of growth since the global financial crisis.

There is currently a gap in how the market understands and measures the extended climate risk that companies are exposed to via their interaction with the broader economy.

Tariff definitions

Our current estimate of the US statutory tariff rate exceeds the effective rate implied by the duty calculated by the Census Bureau. Here’s why.

Photo of a sign saying Medicaid cuts ahead of an American flag

Millions are expected to lose coverage due to new eligibility rules and the expiration of premium subsidies.

US dollar in a pie chart sympolising the US economy

The US economy has slowed and become bifurcated across consumers, the business environment and the labor market.

Eurozone and US puzzles

We don’t plan material changes to our Eurozone baseline forecast of 1.1% GDP growth this year and 0.8% in 2026 in response to the EU-US trade deal.

Flags of G7 countries

We now expect a shallow recession in capital spending for the G7 lasting three quarters from 2025 Q2 to 2025 Q4.

Made in America flag

High-tech goods, pharma, and aerospace will be among the fastest growing segments over the next decade.

Risk uncertainty

Uncertainty’s adverse impact on investment takes time to materialise, but our leading indicator of investment orders shows it is coming.

Airplane for defence

Our modelling suggests the main beneficiaries of the spending will be a highly concentrated subset of capital-intensive subsectors, mainly in transport and electronics.