Executive Summary
This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions,...
Executive Summary
This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions,...
Research Briefing
European pharmaceuticals, machinery, and high-tech goods are heavily exported to the US, making them vulnerable to across-the-board US tariffs. However,...
Research Briefing
The impact of AI is highly visible in some segments of the economy but barely seen in others, leaving 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...
Oxford Economics releases its first Megatrends Scenarios service, providing critical insights into the future of the global economy.
Research Briefing
The more aggressive ramp up in tariffs caused us to lower, but not slash, our forecast for real consumer spending...
Research Briefing
A number of recession warnings were flashing yellow and red last year, but the economy didn't falter and entered the...
Our short-term outlook for the global economy has a seen a small upwards revision due to the expected loosening of...
Research Briefing
Start-of-the-year residual seasonality occurs because supplier and labor contracts are usually renegotiated in January, leading to an upward bias in...
Research Briefing
President Donald Trump signed a slew of executive orders related to immigration, trade, and the federal government workplace, but these...
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
Following prolonged weakness in 2022 and 2023, industrial growth is now regaining momentum.
Consulting Report
This study, commissioned by the Motion Picture Association (MPA) - Canada, focuses on the production of the fifth season of...
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
Canadian metros have seen rapid population growth over the last few years, but that is expected to come to a...