Research Briefing
President Trump initiated a global trade war by announcing across-the-board tariffs on Canada, Mexico and China. This development came sooner...
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Displaying 1 to 20 of 119 results
Our short-term outlook for the global economy has a seen a small upwards revision due to the expected loosening of...
The German and Italian automotive industries stand out as the most exposed to Trump's tariff threat. Our estimates suggest that...
Research Briefing
President Donald Trump signed a slew of executive orders related to immigration, trade, and the federal government workplace, but these...
We expect the chemicals sector to benefit in the short run from Trump’s re-election but face challenges over the longer...
Research Briefing
We modelled two scenarios to examine how different tariffs from the US could influence Mexico and the wider Latin American...
We expect the impact of Trump policies will be a net positive for Japan. The boost from higher import demand...
Research Briefing
We've adopted our "limited Trump scenario" as our baseline forecast for Japan. We now assume that the US will impose...
Electronics and high-tech manufacturing are highly exposed to the rising risk of a major hit to their profits from protectionist...
Fundamental forces including demographics, Ai, geopolitics and climate change play a key role in building resilience into long-term CRE investment...
The construction sector has experienced wild ups and downs in recent years, a trend that looks set to continue under...
Research Briefing
The three major policy proposals planned for the second Trump administration—expansionary fiscal policy, lower immigration, and tariffs—will have mixed implications...
Our latest global industry forecasts reflect the impact of a second Trump presidency on industrial sectors. The US industrial forecast...
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
Since we adopted greater protectionism in our November US forecast, the risks to our baseline have become more balanced. But...
Research Briefing
We estimate that the weight-loss drug industry will be worth $80bn-140bn annually by 2030, thanks to rising rates of obesity...
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
Fears that President-elect Donald Trump would attempt to fire Federal Reserve Chair Jerome Powell or meddle with the Federal Open...
Research Briefing
US tariffs under a Trump presidency and a Republican-led Congress are a major concern for China. However, we expect additional...
