Research Briefing
Higher oil prices may lift short-term inflation expectations, but long-term expectations remain anchored near the Fed’s 2% target. This limits...
Research Briefing
Higher oil prices may lift short-term inflation expectations, but long-term expectations remain anchored near the Fed’s 2% target. This limits...
Research Briefing
RESEARCH BRIEFING Rates to move higher as inflation refuses to play ball in Australia Strong inflation and jobs data delay...
As was widely expected, the RBA cut the cash rate by 25 basis points to 3.85% at the May meeting.
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.50% at Wednesday's meeting, as expected. Despite a marginally higher...
Research Briefing
Rate cuts by the European Central Bank over the course of 2025 may not boost growth to the same degree...
Data Insights
The RBA has changed its policy rate for the first time since November 2023, cutting the cash rate by 25...
Research Briefing
Abrupt yen appreciations have been associated with, or preludes to, global financial instability. So far, the recent yen surge has...
Research Briefing
We estimate that Japan's nominal neutral interest rate – the rate consistent with monetary policy that is neither stimulative nor...
Blog|3 July 2024 Risks in our Q2 IFRS 9 and CECL scenarios more evenly spread reflecting monetary policy and geopolitical...
Research Briefing
A substantial backlog of work is supporting building construction activity in the face of falling permits. Building companies in the EU report a 11.5-month backlog of...
Research Briefing
The outlook for the global economy has improved since the previous quarter’s Global Scenarios Service report and a soft landing...
Research Briefing
The extent to which UK employers can respond to likely 2024 interest rate cuts with increased output, rather than rises...
With a team of award-winning economists and proprietary forecasting models, Oxford Economics has been analysing and writing extensively about these...
Research Briefing
Our view remains that the most severe risks in commercial real estate are concentrated in the office sector, as it...
Consulting Report
The life sciences industry makes a major contribution to the UK economy. One in every 121 employed people in the...
Research Briefing
Global growth prospects for the year ahead remain weak. We continue to see a prolonged period of steady and unspectacular...
The United States and Europe are both set to fall into a shallow industrial recession this year, thanks to a...
Research Briefing
More market participants appear to have become confident that the wage-driven inflation is real, which will encourage the Bank of...
In the past week, our research has focused on the recent behavior of, and prospects for, interest rate-sensitive elements of...
Research Briefing
The Office for National Statistics' (ONS) recent decision to suspend publication of data from the Labour Force Survey (LFS) has...