Research Briefing
A shift to a new policy regime with much higher and more volatile inflation is a possibility that can’t be...
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Displaying 1 to 20 of 379 results
Research Briefing
Despite a flattening of the yield curve and some position squaring of the socalled reflation trade, we believe our key...
Research Briefing
Hard data indicate a positive start to Q2, and we expect the economy tostrengthen further through the summer. While a...
Research Briefing
Our Latin America Recovery Tracker (LART) fell slightly (-0.7pts) during the week ending June 18, following two consecutive weekly gains....
Research Briefing
States are starting to relax lockdown measures as the second wave of Covid infections is showing signs of plateauing. As...
Research Briefing
Our US Recovery Tracker started June with a bang, rising a strong 1.2ppts to 96.1 in the week ended June...
Research Briefing
The US economy is unlikely to experience an inflation regime shift. But after a decade of glacial price rises in...
Research Briefing
Successful vaccine rollouts continue to improve the upside potential for global travel following a depressing start to the year. Advanced...
Research Briefing
We believe now is the time to close out our tactical bullish GBP call, initiated in March, as the almost...
Research Briefing
Technical factors will push inflation up in the short-term and the fallout from the pandemic will raise inflation risks further...
Research Briefing
We will publish our latest city forecasts at the end of June, showing that for the world’s major cities, 2020’s...
Research Briefing
Beyond leaving monetary policy settings unchanged at meeting on 18th June, the Bank of Japan also extended the deadline of...
Research Briefing
Rapid house price rises are feeding into a broader asset price boom that’s the strongest in decades and also unusually...
Research Briefing
If implemented, the global tax reforms agreed at this month’s G7 meeting would set a floor for corporate tax rates...
Research Briefing
The Canada Recovery Tracker (CRT) dipped 0.1ppt to 90.9 in the week ended May 28, its first decline in five...
Research Briefing
The authorities’ decision to eschew lockdowns in the last 12 months has led to a steady return of mobility and...
Research Briefing
The latest US and China inflation numbers have been shrugged off by markets despite being a bit higher than expected.
Chief Economist for Australia Sarah Hunter from BIS Oxford Economics joins ausbiz to discuss what's transitory and and what's not....
Shigeto Nagai, Head of Japan Economics at Oxford Economics joins NHK World-Japan to discuss the economic outlook following the G7...
Research Briefing
We now expect the scarring effect from the pandemic on the supply-side of the UK’s economy to be much more...
