Over the last year, inflation has come down as we expected with the economy holding up relatively better in the...
Inflation
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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...
Research Briefing
The upcoming elections will affect the US economy beyond 2024 and are a major source of near-term uncertainty. Although we...
Global travel recovery will continue in 2024 despite a slower economic backdrop. Many countries that were previously expected to endure...
Research Briefing
The Bank of Japan left both short-term and long-term policy rates unchanged at Tuesday's meeting. Amid a decline in global...
Research Briefing
Weak demand, profit margin compression, easing pipeline pressures, and abating supply bottlenecks mean we see core goods inflation strongly coming down...
Research Briefing
Indonesia's domestic demand has proved surprisingly resilient to monetary tightening in 2023, prompting multiple upgrades to our growth forecast this...
Research Briefing
Emerging market (EM) GDP growth will disappoint next year but EM central banks will reap the dividends of credible policies...
Research Briefing
Inflation will likely decelerate in 2024 as the impact of imported inflation wanes. We expect the Bank of Japan will...