Australia’s construction sector is entering a defining decade. At the Australian Construction Outlook Conference 2025, Oxford Economics Australia explored the...
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Research Briefing
Our proprietary models signal the lowest probability of recession in more than two years as strong incoming data indicates that...
Research Briefing
Economic policy uncertainty is rising earlier than normal for a presidential election year, and this has implications for the Q4...
Research Briefing
The economy slowed following the strong gains in the second half of last year, as it settled into a more...
Research Briefing
In our March baseline we revised down substantially our long-term forecast for housing starts to better align it with our...
Research Briefing
While we expect that sector selection will still be an important component to generating alpha in commercial real estate investment,...
Research Briefing
The relative resilience of G7 output in the face of aggressive rate hikes is partly due to the surprising strength...
Research Briefing
We are adding a depreciation risk premium that incorporates climate transition risk to our required returns framework.
Research Briefing
The decline in house prices triggers falls in residential investment. Consumer spending also weakens as credit conditions tighten and worsening...
Research Briefing
With the world on the cusp of a property market downturn, we have modelled three scenarios for more severe housing...
