Consulting Report
On behalf of Amazon, Oxford Economics has assessed the impact of a scenario in which federal agencies can claim credit...
Consulting Report
On behalf of Amazon, Oxford Economics has assessed the impact of a scenario in which federal agencies can claim credit...
We remain modestly risk-on as our above-consensus view on US growth this year still favours risk assets over bonds.
Research Briefing
The commercial real estate landscape has undergone considerable changes due to the recent surge in interest rates and emerging funding...
Research Briefing
We think US high-yield spreads will trade at or below 400 bps throughout this year. Upward revisions to our US...
We think risk assets will underperform in 2024. In this week’s Beyond the Headlines, Javier Corominas, Director of Global Strategy,...
Research Briefing
We expect a material slowdown in the US economy in the next couple of quarters to give way to a...