New geopolitical realities have forced the likely next German coalition of the CDU and SPD into agreeing to a massive...
Economic outlook
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Oxford Economics set the stage for the year ahead, at our second Global Economic Outlook Conference, in London on Wednesday,...
Research Briefing
We see little evidence that inflation will take a significant turn for the worse, which suggests that the risks of...
Research Briefing
US President Donald Trump has announced or threatened a range of fresh tariffs in recent weeks. While we expect the...
Research Briefing
We have revised our Eurozone labour market forecasts to incorporate the impact of US tariffs, and now expect employment growth to come to a near standstill this year. Although risks to the labour market are tilted to...
Research Briefing
The UK is planning one of the largest fiscal consolidations of any advanced economy over the next two years. We...
Consulting Report
Manchester United is considering several options for the development of their stadium at Old Trafford. As such, there is a...
Research Briefing
We think that valid concerns about the quality of data from the UK's Labour Force Survey (LFS) make it virtually...
Research Briefing
Our probability of recession models are approaching their zero bound and are at their lowest levels in more than two...
Research Briefing
Following prolonged weakness in 2022 and 2023, industrial growth is now regaining momentum.
Research Briefing
Vietnam's economy has been the region's outperformer in 2024, with full-year growth likely at 6.7% y/y. In 2025, we think...
Research Briefing
Slow economic growth will likely continue in Canada in 2025 as significant policy shocks threaten to reshape the landscape.
In the context of a Trump-fuelled boost for US and global GDP in 2025, four themes will be key for...
Research Briefing
The commodity markets are poised for significant shifts influenced by geopolitical developments, economic policies and global demand dynamics in 2025.
Research Briefing
Deflationary risks are the biggest concern for Chinese economy in 2025.
Research Briefing
A secular labour shortage will continue to raise wages and inflation in a sustainable and irreversible manner in Japan.
Research Briefing
We expect growth will pick up in 2025 in Sweden, Norway and Finland, with Denmark as the exception, where we...
Research Briefing
After India's stunning economic performance in 2023 and the start of 2024, we believe the growth rate has now normalised...
Research Briefing
Lower inflation will be supportive of Australia's growth outlook in 2025, although there is still only limited scope for policy...
Research Briefing
Most likely, 2025 could well be a year of slower growth and more stubborn inflation for Asia than most believe.