Research Briefing
The global travel recovery took great strides in 2023, with some destinations already reporting a full recovery back to pre-pandemic...
Household wealth
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Research Briefing
Our indicators suggest global economic sentiment is improving despite the impact of higher interest rates, geopolitical uncertainty, and the squeeze...
With Covid-related restrictions now removed, the Chinese economy is due for a bounce. In consensus thinking, much of that uptick...
Consulting Report
Oxford Economics’ analysis of global mobile broadband pricing and household income reveals that the US ranks favorably against its peers...
Research Briefing
Our analysis of the economies of metros across the US provides us with a basis for projecting household income growth...
Research Briefing
Our baseline forecast is for consumer spending in the eurozone to fall over the next two quarters as consumption fundamentals...
Research Briefing
Revisions to personal income and spending data suggest US households accumulated a smaller stock of excess savings and have depleted...
Research Briefing
With the world on the cusp of a property market downturn, we have modelled three scenarios for more severe housing...
Research Briefing
We estimate the recent surge in swap rates – a key driver of mortgage rates – means that UK house...
As spiralling energy prices threaten to cause huge pain for consumers and businesses, governments across Europe are rolling out initiatives...
Research Briefing
After negotiating the Omicron wave in Q1, Canadian households in all provinces are now facing high inflation and—as we expected—the...
Research Briefing
Australia's terms of trade (the ratio of export prices to import prices) increased sharply through the pandemic due to a...
Research Briefing
Households' financial surpluses sharply increased in 2020 and remained high in 2021 due to the Covid pandemic. Most of the...
Research Briefing
We forecast a permanent hit to Singapore’s population after two consecutive years of contraction in which border closures restricted regular...
Research Briefing
Revisions in Q2’s national accounts showed the economy responding more strongly to exiting lockdown than initially thought. At the same...
Research Briefing
Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world....
Research Briefing
The latest survey of Japan’s households shows the stark failure of Abenomics to boost household wealth through asset price growth....
Research Briefing
A great uncertainty for the growth outlook is the extent to which households will spend the additional savings they’ve accumulated...
The pandemic has resulted in higher savings for some and shifted consumer spending patterns, literally towards homes - see BIS...
Chinese consumer market to overtake America’s by 2034. “Let China sleep, for when she wakes, she will shake the world.” The...
