Research Briefing
A scenario where neither the Federal Reserve nor the European Central Bank cut rates in 2024 would reduce eurozone GDP...
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Displaying 1 to 20 of 49 results
Research Briefing
The West's major central banks are well into their quantitative tightening programmes, reducing their combined balance sheet by $5.1 trillion....
Research Briefing
We think lower quality stocks such as small caps will be the key beneficiaries of our soft-landing view. These stocks...
Oxford Economics is excited to enrich its suite of asset management solutions with the introduction of the Proprietary Data Service.
The Magnificent Seven are propelling US equity indices to unprecedented concentrations. The question is: Will the megacap dominance persist?
Research Briefing
We remain steadfast on our long-standing heavy overweight in New Zealand government bonds within our global DM fixed income allocations.
Research Briefing
Emerging market (EM) central banks' credibility to restrain inflation over the medium-term horizon remains intact despite the tests it's been...
Research Briefing
A slower fall in services inflation will partially offset the relatively stronger disinflationary forces in goods prices. We do not...
We remain modestly risk-on as our above-consensus view on US growth this year still favours risk assets over bonds.
Research Briefing
History suggests that presidential elections are not a significant driver of asset returns. That is, asset returns around elections are,...
Research Briefing
The latest results point to a broad-based decline in US profit margins in Q4, reversing a recovery in Q3. We...
Research Briefing
In this presentation deck, Innes McFee, Chief Global Economist, explains how the outlook for the year is cautiously optimistic. Over...
Research Briefing
We move to a modest overweight on risk assets this month as we have become more optimistic on the global...
Research Briefing
Global growth prospects for the year ahead remain weak. We continue to see a prolonged period of steady and unspectacular...
Research Briefing
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This partly...
Research Briefing
The UK inflation outlook has been transformed by steep falls in oil and gas prices and the recent softening in...
Research Briefing
We think US high-yield spreads will trade at or below 400 bps throughout this year. Upward revisions to our US...
Research Briefing
We assume the disruption to shipping caused by maritime attacks on commercial vessels in the Red Sea will be relatively...
Research Briefing
Our risk sentiment indicator is now in extreme optimism territory and suggests that equities may be at risk of a...
Research Briefing
Weak demand, profit margin compression, easing pipeline pressures, and abating supply bottlenecks mean we see core goods inflation strongly coming down...
