Research Briefing
President Donald Trump signed a slew of executive orders related to immigration, trade, and the federal government workplace, but these...
Tariffs
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Research Briefing
Donald Trump's tariff threats for day one of his new presidency would have a heavy impact on the Mexican economy...
Research Briefing
We modelled two scenarios to examine how different tariffs from the US could influence Mexico and the wider Latin American...
Elections have consequences, and inaugurating a new president means policy change will soon follow.
Electronics and high-tech manufacturing are highly exposed to the rising risk of a major hit to their profits from protectionist...
Research Briefing
The three major policy proposals planned for the second Trump administration—expansionary fiscal policy, lower immigration, and tariffs—will have mixed implications...
Research Briefing
January poses a triple threat to US imports
Research Briefing
Central and Eastern European economies are among the most exposed to the impact of Trump policies due to their large,...
Research Briefing
Blanket 25% tariffs on Canada threatened by US President-elect Donald Trump earlier this week would push Canada into a recession...
Research Briefing
The incoming Trump administration’s trade policies will have significant impacts on China’s sectoral outlook. There will be a small near-term...
Research Briefing
Since we adopted greater protectionism in our November US forecast, the risks to our baseline have become more balanced. But...
Research Briefing
u live in interesting times in US The first release of the November baseline incorporated the election outcome, but in...
Research Briefing
In the second release of the November baseline, we updated our tariff assumptions, but the impact on GDP, inflation, and...
At Oxford Economics, we have been closely monitoring the potential impact of President Trump's tax cuts on the US economy....
Research Briefing
We have revised down our global economic forecasts slightly from our snap post-election assessment. The broad picture is little changed,...
Research Briefing
Our nowcast suggests October's headline and core PCE inflation will be at their fastest monthly pace in six months and...
Research Briefing
US tariffs under a Trump presidency and a Republican-led Congress are a major concern for China. However, we expect additional...
Research Briefing
The election of Donald Trump will affect global construction activity through fiscal stimulus, curbed immigration, increased tariffs, and policy decisions.
Research Briefing
We received many questions, including during our recent webinar, about the changes to the forecast following the election along with...
Research Briefing
In response to the results of the US election we've adopted our 'limited Trump' scenario as our baseline view for...
