Research Briefing
We've treated Asia’s external strength with some caution this year. After all, gross trade and financial inflows have risen much...
Macro
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Displaying 1 to 20 of 125 results
Research Briefing
Private credit risks are rising, but limited spillovers and lower leverage reduce the threat to broader financial stability.
Research Briefing
Australia’s unemployment hit 4.5% in September, the highest in nearly four years. As inflation stays elevated, the RBA faces pressure...
Research Briefing
Explore the latest insights on Australia's economic forecast. Discover why growth has stalled and what the future holds for GDP...
Research Briefing
The UK is planning one of the largest fiscal consolidations of any advanced economy over the next two years. We...
Research Briefing
The impact from the wildfires in the Los Angeles area on the US labor market and GDP will be small,...
Using alternative and proprietary data, Oxford Economics have developed a unique Multi-Factor Bond Scorecard to help Asset Managers identify more...
Research Briefing
We remain steadfast on our long-standing heavy overweight in New Zealand government bonds within our global DM fixed income allocations.
Research Briefing
Presidential elections not only have major implications for the future path of fiscal policy and the macroeconomic outlook, but they...
Research Briefing
Idiosyncrasies in recent Asian trade data suggest that country-specific factors are becoming more influential and causing some countries' exports to buck cyclical trends. If that continues, the fortunes...
Research Briefing
There remains action on the policy front that has the potential to swing the medium to long-term outlook. In the lead-up to...
Research Briefing
The Bank of Japan (BoJ) maintained the policy rates at its September meeting, following a tweak in its yield curve...
Research Briefing
China's weak economic activity amid a housing correction has led many investors to draw comparisons with Japan's balance sheet recession...
Research Briefing
As food tends to be purchased often and account for a large part in the consumption basket – 22% in...
Research Briefing
Alternative data are a promising area of economic forecasting and analysis. They address some of the key shortcomings of the...
Consulting Report
This report examines the size of the illicit tobacco market in Türkiye as well as and the impact it has...
Research Briefing
The energy crisis will shape the macroeconomic outlook again in 2023, keeping the eurozone economy in recession at the start...
Research Briefing
The Hungarian economy is being hit by a perfect storm of shocks, particularly surging inflation and a weakening currency. Our...
Research Briefing
The Global Climate Service quantifies the macroeconomic impacts of five climate scenarios against a stated policies baseline. These scenarios help...
Research Briefing
Global economic uncertainty remains elevated, despite an easing in concerns about the fallout from war. Evidence suggests risks to growth...
