Research Briefing
We think the environment of strong US demand coupled with still ample global liquidity, should be positive for US risk...
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The outcome of the presidential and congressional elections this November will be pivotal for the outlook in 2025 and beyond....
How much of the picture for 2025 is dependent on the US labour market? In this week’s video, join Oliver...
Join Andrew Goodwin, Chief UK Economist, as he outlines the potential economic impact on fiscal policy of the manifestos published...
The 2024 US Presidential Election is less than seven months away. In this week’s Beyond the Headlines, Bernard Yaros, Lead...
In this week’s Beyond the Headlines, join Andrew Goodwin, Chief UK Economist, as he outlines how we’ve changed our UK...
The 2024 US Presidential Election is less than seven months away. In this week’s Beyond the Headlines, Bernard Yaros, Lead...
The supply-shocks era (2020-23) represented the first time in a generation where inflation significantly eroded the real value of global...
We think low quality stocks will be the key beneficiaries of our soft-landing view. In this week’s Beyond the Headlines,...
Using alternative and proprietary data, Oxford Economics have developed a unique Multi-Factor Bond Scorecard to help Asset Managers identify more...
We see the current conjuncture as representing a sweet spot for emerging market assets as disinflation is secure, activity is...
Our Cross Asset framework has improved in January and now signals an overweight stance on risk assets vs safe assets....
Over the last year, inflation has come down as we expected with the economy holding up relatively better in the...
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This week...
Our risk sentiment indicator is flashing red once again following the sharp end-of-year equity rally. In this week’s Beyond the...
We are unconvinced that recent measures mark a turning point in China's housing downturn and the resulting banking system is...
We think risk assets will underperform in 2024. In this week’s Beyond the Headlines, Javier Corominas, Director of Global Strategy,...
The greenback is overvalued fundamentally, but 2024 will disappoint dollar bears. The pivot the market expects on the back of...
It's widely believed that global growth and inflation will slow in 2024 and that advanced economy central banks will begin...
In the past week, our research has focused on the recent behavior of, and prospects for, interest rate-sensitive elements of...
