Research Briefing
The spread of the Delta coronavirus variant appears to have usurped inflation as the key concern. The Delta strain will...
Economic impact
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Displaying 1 to 20 of 194 results
Research Briefing
Our analysis of key economic indicators suggests on balance the economy is in the mid-cycle phase of the business cycle....
Research Briefing
Our estimates suggest that house prices in advanced economies may be around 10% overvalued versus long-term trends, albeit with considerable...
Research Briefing
Concerns within markets about the impact of the Delta variant on the economy is in our view warranted. We have...
Research Briefing
Although none of the big four central banks have started tapering their QE programmes yet, monetary aggregates are being pinched...
Research Briefing
New global cases of Covid-19 have fallen below the March lows and in many advanced economies, rapid vaccination programmes have...
Research Briefing
A shift to a new policy regime with much higher and more volatile inflation is a possibility that can’t be...
Research Briefing
Despite a flattening of the yield curve and some position squaring of the socalled reflation trade, we believe our key...
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
If implemented, the global tax reforms agreed at this month’s G7 meeting would set a floor for corporate tax rates...
Research Briefing
The latest US and China inflation numbers have been shrugged off by markets despite being a bit higher than expected.
Research Briefing
After a weak Q1 for the global economy, our baseline forecast is for a strong growth rebound in Q2, and...
Research Briefing
Inflation in advanced economies is set to rise this year to the highest rate in a decade. This has sparked...
Scott Livermore Chief Economist of Oxford Economics Middle East joins a panel discussion with Dubai Chamber to discuss the ways...
Research Briefing
Vaccines are the key to a safe and permanent transition to more normal conditions. But evidence from economies that already...
Research Briefing
Strong CPI figures in the US have intensified the debate about the inflation outlook, especially in the context of soaring...
Scott Livermore Chief Economist of Oxford Economics Middle East, speaks about how the UAE and Israel are leading the Middle East...
Consulting Report
In partnership with SIA, Oxford Economics has quantified the economic contribution of the U.S. semiconductor industry by using an economic...
Research Briefing
We think that recent inflation surprises are not evidence of a regime shift in price-setting behaviour. But the path for...
