Research Briefing
In this presentation deck, Innes McFee, Chief Global Economist, explains how the outlook for the year is cautiously optimistic. Over...
Research Briefing
In this presentation deck, Innes McFee, Chief Global Economist, explains how the outlook for the year is cautiously optimistic. Over...
Oxford Economics set the stage for the year ahead, at our inaugural Global Economic Outlook Conference, in London on Wednesday,...
Research Briefing
Chinese outbound travel is well on the path to recovery. Domestic travel recovered to pre-pandemic levels in 2023 and we...
Consulting Report
Despite talk of deglobalisation, a quantitative analysis of intermediate goods show global supply chains have continued to expand in the...
Research Briefing
Growth in the main economic indicators (GDP, employment, and consumer spending) is likely to be weaker in 2024 than in...
Research Briefing
Ahead of this spring's Two Sessions, we expect officials to realistically stake their growth target at around 4.5% in 2024...
Research Briefing
The upcoming elections will affect the US economy beyond 2024 and are a major source of near-term uncertainty. Although we...
Research Briefing
The US has come out of the pandemic in better shape than China with GDP above pre-pandemic forecasts, whereas China...
Research Briefing
China heads into 2024 with relatively loose policy settings, but private sector sentiment constrained by property pessimism. Policy efforts will...
A palpably cautious mood has settled over central banks, economists, and corporate leaders. In many countries, the rise in interest...
Research Briefing
While we expect that sector selection will still be an important component to generating alpha in commercial real estate investment,...
Research Briefing
Vietnam's GDP grew by an average rate of 7% annually in the past three decades, surpassing all its ASEAN regional...
Research Briefing
Idiosyncrasies in recent Asian trade data suggest that country-specific factors are becoming more influential and causing some countries' exports to buck cyclical trends. If that continues, the fortunes...
Research Briefing
The combined large shocks from years of regulatory uncertainty, the prolonged zero-Covid policy, and a housing correction have undermined China’s...
Research Briefing
The passing of the previously delayed Housing Australia Future Fund (HAFF) means that all the Albanese government's announced housing policies...
Research Briefing
Reforms to the UK's fiscal framework would help put the public finances on a more sustainable path and provide a...
Research Briefing
We have raised our aggregate GDP growth forecast for EMs in 2023 by 0.2ppts because most performed better than we...
Oxford Economics is excited to announce the launch of our City Climate Scenario service, designed to help businesses and governments...
Research Briefing
The government's announcement that the country's oil output will be reduced by 0.5 mn b/d in March is not a...
Research Briefing
Spring festival spending data showed consumer spending in China clearly now on an uptrend, but as we've argued before, this will not last.