The Iran conflict is increasingly weighing on the global consumer. Rising energy and commodity prices, tighter financial conditions, and growing...
Consumption
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Research Briefing
Growth is concentrating in major metros, boosting spending but widening regional gaps.
Explore the key trends shaping consumer demand in 2026. Get expert insights and reports from Oxford Economics, featured at World...
Research Briefing
Warsh is in—but the real story is what comes next. Inflation is sticky, consumers are stretched, and the Fed may...
Research Briefing
Oil prices are pulling back, but inflation pressures and weakening demand are starting to build. Is this just temporary relief,...
Research Briefing
The Iran conflict's economic fallout shouldn't curb Eurozone consumer spending much, but the impact could linger.
ChartbookResearch Briefing
Is the middle-class growth story a thing of the past and if not, where are the opportunities?
Research Briefing
The US economy has slowed and become bifurcated across consumers, the business environment and the labor market.
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at its July meeting. We continue to think the BoJ...
Research Briefing
During the recently concluded three-day Dragon Boat Festival in China, domestic tourism spending reached CNY42.7bn ($5.9bn), with a total of...
Research Briefing
We recently created a heatmap of daily and weekly data to gauge how the US economy is fairing in real...
Retail sales growth was steady at 0.3% m/m in March. Sales were lower in Queensland due to the impact of Ex-Tropical Cyclone Alfred but...
Research Briefing
The resilience of consumption is essential to support sustained wage-driven inflation and the Bank of Japan's rate hikes. We see...
Research Briefing
The Bank of Japan raised the policy rate by 0.25ppts to 0.5% at Friday's meeting, as we expected. We maintain...
Research Briefing
We think Australia's growth prospects are set to improve in 2025. Lower inflation will be supportive of the growth outlook,...
Consulting Report
This report presents an assessment of international spirits’ contribution to the Hong Kong economy. It explores how rebalancing the tax...
Our latest whitepaper reveals that the middle class population in emerging markets is set to double over the next decade,...
Research Briefing
Economic policy uncertainty is rising earlier than normal for a presidential election year, and this has implications for the Q4...
Research Briefing
Mortgage payments have soared since the Bank of Canada began aggressively hiking interest rates in early 2022, and there is...
Research Briefing
Our expectation for the US industrial sector to outperform other major commercial real estate sectors is predicated on the persistence...
