Research Briefing
Higher headline and core inflation in advanced economies is on the way in H2 as a result of factors including...
Research Briefing
Higher headline and core inflation in advanced economies is on the way in H2 as a result of factors including...
Research Briefing
A global shortage of semiconductors is the latest hiccup to disturb international supply-chains. In our view, though, the shortage is...
Research Briefing
US earnings growth continues to surprise to the upside, with more cyclical sectors leading the way in the Q1 earnings...
Research Briefing
Rising global Covid infections remain a key focus, but the recent surge is not automatically grounds for us to slash...
Research Briefing
Since the start of the pandemic, eurozone countries have been able to relax fiscal policy without worrying about the eurozone’s...
Research Briefing
Global trade is recovering so strongly that infrastructure seems unable to support it. As shipping costs reach new highs, reports...
Research Briefing
Egypt has proven to have one of the most resilient emerging market economies on the globe in the face of...
Research Briefing
In an unwelcome development, global Covid case numbers are rising sharply again. Although this adds downside risk to our economic...
Research Briefing
Asian currencies have broadly struggled in recent months due to the strengthening of the US dollar on the back of...
Research Briefing
Vietnam’s transformation into a global manufacturing hub over the past decade helped it outperform most economies in 2020 and further...
Research Briefing
CPI inflation is set to rise well above the Bank of Canada’s 2% target this spring and will likely surpass...
Research Briefing
The coronavirus resurgence in India is raising concerns that the recovery could be derailed. With state governments reluctant to reintroduce...
Research Briefing
The US Recovery Tracker rose 1.3ppts to 88.1 in the week ended March 26 on gains across most of the...
Research Briefing
Despite the early-2021 rally reducing the previously glaring undervaluation of Sri Lankan bonds, they remain below fair value based on...
Research Briefing
Despite increasing numbers of new coronavirus cases globally, the possibility that more economies will enjoy both limited domestic restrictions and...
Research Briefing
Achieving collective immunity is a pre-condition for Latin American authorities to lift mobility restrictions permanently. We forecast that LatAm won’t...
Research Briefing
A run of encouraging business surveys and the apparent successful reopening of the Israeli economy suggest that upside risks to...
Dubai has strived to remain open to visitors during the Covid-19 pandemic and Scott Livermore Chief Economist of Oxford Economics...
Consulting Report
New research from Accenture and Oxford Economics shows that applying tech-driven operational intelligence can improve business performance.
Consulting Report
This study, the first of its kind, analyses the economic impact of the German fashion industry across the full sweep...