Research Briefing
The UK Budget was a damp squib of small-scale measures that will do little to change the economic or political...
Research Briefing
The UK Budget was a damp squib of small-scale measures that will do little to change the economic or political...
Research Briefing
Our sentiment data suggests that the ECB's worries about sticky inflation driven by strong wage growth are misplaced. The sentiment...
Research Briefing
We remain steadfast on our long-standing heavy overweight in New Zealand government bonds within our global DM fixed income allocations.
Consulting Report
The life sciences industry makes a major contribution to the UK economy. One in every 121 employed people in the...
Research Briefing
Emerging market (EM) central banks' credibility to restrain inflation over the medium-term horizon remains intact despite the tests it's been...
Research Briefing
A slower fall in services inflation will partially offset the relatively stronger disinflationary forces in goods prices. We do not...
Research Briefing
Reaching net zero carbon emissions by 2050 would likely have a larger impact on economic activity initially in ASEAN5 countries...
Over the last year, inflation has come down as we expected with the economy holding up relatively better in the...
Research Briefing
In this presentation deck, Innes McFee, Chief Global Economist, explains how the outlook for the year is cautiously optimistic. Over...
In our view, the Canadian economy has slipped into a moderate recession that will create slack, ease price pressures, and...
Oxford Economics set the stage for the year ahead, at our inaugural Global Economic Outlook Conference, in London on Wednesday,...
Research Briefing
After the sharp falls in eurozone inflation recently, a series of rate cuts this year by the European Central Bank...
Research Briefing
Our expectation for the US industrial sector to outperform other major commercial real estate sectors is predicated on the persistence...
Research Briefing
The outlook for European residential real estate is improving. The prospect of lower interest rates means house price corrections are...
Research Briefing
Disruption to shipping through the Red Sea now looks likely to keep transport costs elevated at least for the next...
Research Briefing
With goods price disinflation now well and truly entrenched, upside risks to the inflation outlook lie with services components. Services...
Research Briefing
Inflation is poised to weigh on the psychology of the swing voter, who will be pivotal in determining the outcome...
We believe the Canadian economy has slipped into a moderate recession that will create slack, ease price pressures and help...
Research Briefing
The odds of a recession have declined over the past several months because of a strong labor market, a deceleration...
Research Briefing
The UK inflation outlook has been transformed by steep falls in oil and gas prices and the recent softening in...