Research Briefing
The Inflation Reduction Act and the CHIPS Act that passed last summer are spurring a sharp rise in investment in...
Investment
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Displaying 1 to 20 of 111 results
Research Briefing
Despite the US dollar already moderating from a multi-year peak in late 2022, we expect it to remain relatively strong...
As China finally becomes the last major economy to dismantle its Zero Covid restrictions and fully opens its borders, governments...
Research Briefing
Providers of technology services benefitted from the coronavirus pandemic. Structural changes impacted virtually all industries worldwide, causing investment into the...
Research Briefing
Using data from our new Industry Climate Service we examine the responses of the land transportation services sector to different...
Research Briefing
The recent banking sector turmoil could trigger a chain reaction of events that plunges the global economy into recession. However,...
Oxford Economics forecasts US business spending on enterprise technology will fall -1% in the second half of 2023, after rising...
There is a scramble for African critical minerals amid the ‘New Cold War’ brewing between the US and China.
Research Briefing
Concerns are growing that tightening financial conditions will push the US economy into recession and affect other G7 economies as...
Research Briefing
We forecast the Mexican peso will appreciate by 4.9% in 2023 to an average of 19.2/US$, up from 20.2/US$ last...
Research Briefing
Our Policy Impact Model (PIM) helps to measure the potential impact of intervention and can help local authorities and their...
With Covid-related restrictions now removed, the Chinese economy is due for a bounce. In consensus thinking, much of that uptick...
Research Briefing
In this new quarterly Research Briefing series, we answer the top five questions we've recently received from clients.
Research Briefing
Long-term forward rates have risen markedly in the US, eurozone, and UK over the past year, and now stand well...
Research Briefing
Major shocks over the past two years have prompted US manufacturing firms to rethink their supply chains, with greater inventory...
Research Briefing
Much of the economic weakness we are currently witnessing will likely spill over into 2023. African economies' ability to deal...
Research Briefing
The outlook for Latin America changed dramatically after Russia's invasion of Ukraine last February.
Research Briefing
The semiconductor cycle has already turned and is likely to continue softening into next year. As the world's largest producer...
Research Briefing
Our baseline forecast is now for world trade in goods to decline by 0.2% in 2023, a considerable downgrade from...
Research Briefing
It's been a horrible period for EM portfolio debt flows. The better news is that broader capital flows to EMs...
