Executive Summary
This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions,...
Executive Summary
This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions,...
Research Briefing
Despite the recent appreciation, our The flurry of tariff announcements by the US government over recent weeks have impacted on...
Executive Summary
This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions,...
New geopolitical realities have forced the likely next German coalition of the CDU and SPD into agreeing to a massive...
Inbound tourism to APAC is poised for continued strong growth, with international travel volumes projected to surpass 2019 levels in...
Research Briefing
We still anticipate a shallow economic downturn in Q2 and Q3 before a tepid recovery emerges later this year. Accordingly,...
Research Briefing
Related Posts Takaichi’s big win doesn’t affect the fiscal outlook for Japan The ruling Liberal Democratic Party’s (LDP) landslide election...
Research Briefing
The chip sector is profoundly important in some Asian countries, given their role in the global semiconductor supply chain. As...
Research Briefing
Starting in 2025, the cruise industry could enter a similar cycle for rebuilding the orderbook as the number of cruise...
Research Briefing
We have said activity data would slow sequentially from Q1. Four months into the reopening, China's economic recovery can best...
The late December announcement of China’s intention to re-open its borders for travel took the international community by surprise, with...
Research Briefing
The powerful earthquakes that hit Turkey and Syria on February 6 have caused a human tragedy; at the time of writing, over 11000 people have been...
Research Briefing
We now incorporate a faster recovery from the post-Covid exit wave and raise our 2023 full-year GDP growth forecast to...
Research Briefing
We expect Italy to avoid gas rationing this winter and next, with our key scenario showing that at the end...
Research Briefing
We anticipate most advanced economies will fall into recession in 2023 and global growth will be weaker than the consensus...
Consulting Report
In 2020 the Australian Constructors Association commissioned BIS Oxford Economics to report on the opportunity cost1 of the poor productivity...
Research Briefing
African purchasing managers' index (PMI) readings for Q3 2022 reflect economic weakness on the continent and we expect GDP data...
Research Briefing
The negative market reaction to last week's fiscal announcements appears to be a function of doubts over the credibility of...
Research Briefing
Our baseline economic outlook now assumes a mild US recession in the first half of 2023. Despite moderate improvement in...
Research Briefing
We have cut our China growth forecast to 3.2% in 2022, from 4% previously, reflecting dismal Q2 growth and the...