Research Briefing
In response to the results of the US election we've adopted our 'limited Trump' scenario as our baseline view for...
Global trade
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Research Briefing
Our new proprietary business cycle phase indicator points to a trough in sight for industry, but with dispersion among sectors....
Research Briefing
China's production of electric vehicles is booming, accounting for nearly 70% of global EV sales in 2023 with 9.5 million...
Research Briefing
We think the EU-China economic relationship will experience more friction in the future due to structural changes to China's economy,...
Research Briefing
Economic decoupling from China is ongoing, but the latest evidence suggests that, especially outside the US, the process is gradual...
Consulting Report
Global trade can amplify economic development and poverty alleviation. Capable leaders are required to put in place enabling conditions for...
Consulting Report
The International Council of Chemical Associations (ICCA) commissioned Oxford Economics to undertake a research program to explore the socio-economic and...
Research Briefing
The impact of Red Sea shipping disruption on the eurozone economy continues to be limited, in line with our baseline...
Consulting Report
This report explores the global graphite market, rationales for trade action on Chinese graphite, and the history of Section 301...
Research Briefing
Disruption to shipping through the Red Sea now looks likely to keep transport costs elevated at least for the next...
Consulting Report
Despite talk of deglobalisation, a quantitative analysis of intermediate goods show global supply chains have continued to expand in the...
Concerned about the lingering effects of inflation, rising interest rates, and the impact of geopolitical turmoil, many consumers are tapping...
The attacks on container ships by Houthi militants have, once again, revealed the underlying fragility of the international supply chains...
Research Briefing
The chip sector is profoundly important in some Asian countries, given their role in the global semiconductor supply chain. As...
Consulting Report
This study provides rigorous analysis to inform policymakers on the potential impact of an escalation in US-China tariffs. We examine...
Research Briefing
The global economy has been in a 'slowbalisation' in recent years. For real estate investors in AEs, this policy shift could present compelling long-term opportunities in the industrial sector.
Research Briefing
The latest evidence suggests that the economic 'decoupling' of China from the west is starting to gather pace. Decoupling is...
Consulting Report
Cross-border trade and business payments are shifting in real time. To help identify opportunities amid volatility, this new report by...
Research Briefing
While decoupling in specific industries is a concern for global trade, deglobalisation at a larger scale presents a small but...
As China finally becomes the last major economy to dismantle its Zero Covid restrictions and fully opens its borders, governments...
