Consulting Report
A sweeping reset of global trade policies under Trump 2.0 have triggered a sharp global pullback in foreign direct investments,...
Consulting Report
A sweeping reset of global trade policies under Trump 2.0 have triggered a sharp global pullback in foreign direct investments,...
The Supreme court ruling on tariffs lowers the effective tariff rate down sharply. In this report, we discuss its implications.
In this blog, we discuss the implications of the US–Venezuela conflict for both countries’ economies, as well as for global...
Research Briefing
The federal shutdown that started on October 1st is on course to be one of the longest in years and...
Research Briefing
A federal government shutdown is unlikely to shift forecasts for GDP, unemployment, or inflation but adds downside risks to near-term...
In this blog, we explain how the shutdown could influence the US economy, regional activity, government services, social security and...
Research Briefing
Millions are expected to lose coverage due to new eligibility rules and the expiration of premium subsidies.
Research Briefing
The US economy has slowed and become bifurcated across consumers, the business environment and the labor market.
Research Briefing
The US economy will enjoy rising demand in 2026 and 2027, boosted by the recent deficit financed federal tax and...
Research Briefing
The budget reconciliation bill (OBBBA) ushers in significant cuts to the federal government's nutrition assistance program, or SNAP, that will...
Research Briefing
High-tech goods, pharma, and aerospace will be among the fastest growing segments over the next decade.
We built a forward-looking framework for analyzing how US tariffs achieve or undermine the various goals touted by policymakers.
Research Briefing
We think it's likely that high and broad-based tariffs are here to stay because, of all the purported goals of...
Research Briefing
The net immigration into the US has slowed more abruptly than anticipated in the early days of Trump's second presidency....
Tariffs spark uncertainty in the global industrial sector, raising recession risks. What’s next for businesses? Discover insights from Oxford Economics.
Surging crude oil price from Iran-Israel conflict puts global GDP at risk. Is the world economy on the edge of...
Research Briefing
The One Big Beautiful Bill Act could boost GDP over the next two years, with new tariffs helping to steady...
Research Briefing
The newly announced travel ban is broader than the restrictions implemented during the first Trump administration; however, reduced travel from...
Research Briefing
A recent court ruling challenges key tariffs from the Trump administration, sparking uncertainty in US trade policy. As legal battles...
Research Briefing
Rising tariffs, tightening credit, and slowing demand are straining the US economy especially for small businesses. Could these be early...