Research Briefing
u live in interesting times in US The first release of the November baseline incorporated the election outcome, but in...
Inflation
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Displaying 1 to 20 of 677 results
Research Briefing
In the second release of the November baseline, we updated our tariff assumptions, but the impact on GDP, inflation, and...
Research Briefing
Oxford Economics' new proprietary business cycle indicator shows that real US construction spending is firmly in a decelerating growth phase.
Research Briefing
Fears that President-elect Donald Trump would attempt to fire Federal Reserve Chair Jerome Powell or meddle with the Federal Open...
Research Briefing
Our nowcast suggests October's headline and core PCE inflation will be at their fastest monthly pace in six months and...
Research Briefing
We've kept our GDP growth forecasts unchanged at 1.1% for 2024 and 2.0% for 2025. We've seen some signs the...
Research Briefing
Trade disruption, volatility in prices and a new policy mix will determine the winners and losers in 2025.
Research Briefing
We received many questions, including during our recent webinar, about the changes to the forecast following the election along with...
Research Briefing
Our sticker-shock model of the 2024 presidential election accurately predicted the winner of nearly all 50 states and the District...
Research Briefing
Inflation is the foremost issue voters are concerned about, and how it is perceived will determine the election.
Research Briefing
We expect growth across the Nordic economies to pick up in the near term, with quarterly growth in Sweden and...
Consulting Report
The Burden of Unpredictable Excise Taxes & High Inflation on Beer Producers & Consumers in South Africa
Research Briefing
Our forecast is for solid growth in consumer spending over the next few years, but that is largely attributed to...
Research Briefing
Treasuries have stumbled since the Federal Open Market Committee's aggressive 50bp rate cut in September, but our baseline longer-term outlook...
Research Briefing
The spotlight focused on this week’s consumer price report to see if it raises more questions about the Fed’s decision...
Research Briefing
Our nowcast of the US PCE deflators imply inflation is not falling as smoothly as we had anticipated. But it...
Research Briefing
The Bank of Japan maintained its policy rate at 0.25% during Friday's meeting. Although we still expect an additional rate...
Research Briefing
A Kamala Harris presidency wouldn't materially alter the economic outlook for Canada. Another term for Donald Trump would usher in...
Research Briefing
The UK grew at an above-trend pace in H1 2024, but we don't expect this to be sustained over the...
Research Briefing
We now expect the Bank of Japan will implement an additional rate hike this year, possibly in October, given the...
