Research Briefing
Our estimates suggest that the surge in aggregate bank profitability may continue in the near term, but the outlook remains...
Bank funding turmoil
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After stalling in Q4, the Canadian economy likely grew modestly in Q1. Labour markets have also shown impressive resilience, with...
Research Briefing
Oxford Economics has introduced its new Tech Spend Monitor that provides forecasts of US spending on enterprise technology by industry.
Research Briefing
We receive many questions on the state of the US economy from clients. Here, we answer the top five most...
Research Briefing
The recent banking sector turmoil could trigger a chain reaction of events that plunges the global economy into recession. However,...
Research Briefing
With healthy in-migration and a burgeoning tech sector, Salt Lake City was one of the first metros to recover from...
Research Briefing
As expected, the Bank of Canada (BoC) held the target for the overnight rate steady at 4.5% in April and...
Research Briefing
The IMF's forecast still looks too optimistic over the next 2 years in our view. The impact of bank funding...
Research Briefing
The sharp fall in our US business cycle indicator in February signalled the economy lost momentum midway through Q1.
Research Briefing
Concerns are growing that tightening financial conditions will push the US economy into recession and affect other G7 economies as...
Research Briefing
Supply chain stress continued to ease in February despite stronger-than-expected economic growth. Supply chains could return to pre-pandemic conditions by...
Research Briefing
The recent turmoil in US bank funding will likely feed into tighter lending standards to commercial property, dampening the outlook...
Research Briefing
US authorities appear to have contained the fallout from the collapse of two regional banks – Silicon Valley Bank (SVB)...
Research Briefing
The failure of two US banks caught financial markets by surprise but we believe the macroeconomic implications are minor and...
Research Briefing
The failures of Silvergate Capital and Silicon Valley Bank have not changed our baseline forecasts for GDP growth, inflation, or...
Research Briefing
We think the collapse of Silicon Valley Bank (SVB) will be contained and is not a sign of systemic risks...
Research Briefing
Last week's liquidation of Silvergate Capital and the collapse of Silicon Valley Bank (SVB) have raised questions about the risks...
