Research Briefing
With stock markets sitting at or near all-time highs, there is renewed attention on the consumption effects from fluctuations in...
Research Briefing
With stock markets sitting at or near all-time highs, there is renewed attention on the consumption effects from fluctuations in...
Research Briefing
Diverging fortunes across age and income groups reveal both resilience and fragility in the US consumer outlook.
Research Briefing
We expect the US economy to slow in 2026 but sidestep recession, with AI investment providing key support. How will...
Research Briefing
The budget reconciliation bill (OBBBA) ushers in significant cuts to the federal government's nutrition assistance program, or SNAP, that will...
Research Briefing
The resilience of consumption is essential to support sustained wage-driven inflation and the Bank of Japan's rate hikes. We see...
At Oxford Economics, we have been closely monitoring the potential impact of President Trump's tax cuts on the US economy....
Research Briefing
GDP growth among Latin America's largest six economies will improve on the margin next year and surprise the consensus to...
Research Briefing
More market participants appear to have become confident that the wage-driven inflation is real, which will encourage the Bank of...
Research Briefing
We think the cyclical, temporary factors that are behind the current labour market strength will support a period of strong...
Consulting Report
Oxford Economics have found that restoring the UK's position as a global leader in logistics could boost UK GDP by...
Research Briefing
A lot of data exist regarding local differences in household income levels, but very little on differences in wealth. But...
Research Briefing
Asia-Pacific's fast-growing emerging cities are driving the continued expansion of the region's middle-income class and the reshaping of its consumption...
Research Briefing
Housing affordability deteriorated in 2022 by the most since the housing crisis and rebalancing is needed to foment healthier market...
Research Briefing
We now incorporate a faster recovery from the post-Covid exit wave and raise our 2023 full-year GDP growth forecast to...
Research Briefing
We expect the UK economy to be in recession in 2023, with GDP forecast to contract by 0.7% in the...
Research Briefing
While China's sooner-than-expected reopening has led some to pencil in a more robust rebound in 2023, we are more cautious.
Research Briefing
German industry has been successful in reducing its consumption of gas relative to previous years, particularly in the second half...
Research Briefing
We expect the UK economy to be in recession for most of 2023, with activity dragged down by falling real...
Research Briefing
Our analysis of the economies of metros across the US provides us with a basis for projecting household income growth...