Research Briefing
The global build-out of AI capacity is fuelling a trade boom in the goods needed to deliver it.
Trade
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Research Briefing
Higher bond yields, inflation, and oil prices are raising the cost of trade.
Research Briefing
The closure of the Strait of Hormuz has cost the global economy dearly. But Hormuz is one of around 30...
Research Briefing
Supply chains are under more strain as fuel and shipping costs rise and key chip materials become harder to source—but...
Consulting Report
This report assesses the Indonesian agri-food system, from agricultural production and food and beverage (F&B) manufacturing, to the wholesale, retail,...
Research Briefing
EU supply chains remain highly exposed to external risks. In the past six years, the bloc hasn't materially reduced its...
Research Briefing
The macro implications of replacing US IEEPA tariffs with a global 15% tariff are minor at best, according to our...
Consulting Report
Oxford Economics Africa conducted a socioeconomic impact assessment of DP World Dakar covering 2022–2024. We assessed DP World’s operations in...
Australia’s trade surplus increased recently, but softer export demand and rising capital goods imports may put pressure on the outlook.
Research Briefing
Explore how slowing global trade growth, China’s export pressures, and accelerating AI investment could reshape world trade volumes through 2026.
Consulting Report
This report assesses the Philippines’ agri-food system, from agricultural production and food and beverage (F&B) manufacturing, to the wholesale, retail,...
Research Briefing
Research Briefing How trade shapes the winners and losers of AI boom Why AI’s biggest trade impact comes from investment...
Research Briefing
The odds of our baseline view of most US tariffs on Canada and Mexico being removed by mid-2026 are decreasing....
Research Briefing
Global trade will be caught in a tug-of-war between tariffs and AI, capping growth at 1.2% in 2026.
Research Briefing
The recent geopolitical shocks and abrupt US policy shifts have heightened concerns about the stability of the dollar-centric global financial...
Global trade is set for a stronger-than-expected rebound, supported by lower US tariffs, continued AI-driven investment, and China’s renewed export...
Research Briefing
Global tradeflows remain under pressure despite easing tariff tensions. Recent US–China agreements reduce select import taxes and support China’s 2026...
Research Briefing
Trade disruptions spread across autos and pharma sectors, with EU tariff exemptions giving Europe a competitive edge amid global slowdown.
Blog
Economic Outlook Conference 2025 brought together business leaders and policymakers in Sydney & Melbourne where Oxford Economics Australia shared key...
Research Briefing
Explore the impact of the August 1 tariff package on global trade. Discover how exemptions affect effective rates and the...
