Treasury yields declined and risk sentiment improved as ceasefire hopes lifted markets, but uncertainty around Iran talks persists. Can this...
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Displaying 1 to 20 of 142 results
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its March meeting. We now project the central...
Research Briefing
We've raised our terminal rate assumption for the Bank of Japan to 1.5% from 1% in February. This reflects changes...
Research Briefing
We have downgraded our forecasts for Australia due to the major disruptions to the global economy caused by changes to...
Rising wage costs have been increasingly squeezing the already low profitability of small firms in Japan, thereby raising concerns about...
Consulting Report
GoWest commissioned Oxford Economics an analysis of credit unions’ economic impact in Arizona, Colorado, Idaho, Oregon, Washington, and Wyoming. The...
Research Briefing
A number of recession warnings were flashing yellow and red last year, but the economy didn't falter and entered the...
Research Briefing
Our proprietary models signal the lowest probability of recession in more than two years as strong incoming data indicates that...
Research Briefing
In the second release of the November baseline, we updated our tariff assumptions, but the impact on GDP, inflation, 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
We are significantly raising our forecasts for consumer spending growth over the next few years. We expect real consumption growth...
Research Briefing
Recession alarm bells should sound a bit muted with an encouraging employment report, solid gains in retail sales, and a...
Research Briefing
The onset of the Federal Reserve's easing cycle is typically positive for equities so long as the US economy avoids...
Research Briefing
We now expect the Bank of Japan will implement an additional rate hike this year, possibly in October, given the...
Research Briefing
Using our Global Industry Model, we have modelled the sectoral impacts of two scenarios in which former President Donald Trump returns to the...
Consumer spending growth will remain resilient this year. Supported by rising real incomes, consumer spending growth is forecast to average...
Research Briefing
With a substantial squeeze on consumers, Canadian metro economies face a challenging short term. Despite metro populations continuing to swell,...
Research Briefing
Related Content UK Elections | Beyond the Headlines In this week’s Beyond the Headlines, join Andrew Goodwin, Chief UK Economist,...
In this week’s Beyond the Headlines, join Andrew Goodwin, Chief UK Economist, as he outlines how we’ve changed our UK...
Research Briefing
The strength of the US dollar looks likely to continue this year and into 2025 before possibly waning in 2026,...
