Research Briefing
Following prolonged weakness in 2022 and 2023, industrial growth is now regaining momentum.
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Electronics and high-tech manufacturing are highly exposed to the rising risk of a major hit to their profits from protectionist...
Fundamental forces including demographics, Ai, geopolitics and climate change play a key role in building resilience into long-term CRE investment...
The construction sector has experienced wild ups and downs in recent years, a trend that looks set to continue under...
Research Briefing
The commodity markets are poised for significant shifts influenced by geopolitical developments, economic policies and global demand dynamics in 2025.
Our latest global industry forecasts reflect the impact of a second Trump presidency on industrial sectors. The US industrial forecast...
Research Briefing
Productivity gains from the use of Generative AI (GenAI) and other similar technological advancements are set to boost medium-term economic...
Research Briefing
The incoming Trump administration’s trade policies will have significant impacts on China’s sectoral outlook. There will be a small near-term...
Research Briefing
European industry is still in the midst of an almost two-year recession, but we believe that the end is increasingly...
Europe’s industrial recession continues to take its toll: the EU's industrial output expected to shrink by 0.7% in 2024, a...
Research Briefing
We expect global industrial production to grow by 2.6% this year, up from 1.8% in 2023. Our view remains that...
Research Briefing
A surge in temporary layoffs drove another rise in the unemployment rate in July, stoking recession concerns and fears that...
Our forecasts do not show any significant deindustrialisation over the next decades in Europe. However, Europe indeed faces substantial challenges...
Research Briefing
Our forecasts do not show any significant deindustrialisation over the next decades in Europe—in fact, we find predictions around imminent...
Research Briefing
Announced tariff increases by the US and EU on made-in-China EVs, if implemented, will increase EV prices and reduce demand....
Research Briefing
Indianapolis saw healthier job growth than most of its Midwest peers in the first half of the year. Industries that...
Research Briefing
Our proprietary business cycle phase indicator reveals that industrial activity in the advanced economies, which has been in recession for...
Research Briefing
Our conviction that 2023 was the low point for global industrial growth is firming. We expect that value-added industrial growth...
Research Briefing
Our new proprietary cycle phase analysis suggests that industrial production in many developed economies has bottomed out and is now...
Oxford Economics expands Commodity Price Forecasts service to include battery metals, agricultural commodities and plastics.
