Research Briefing
Though the government has opted to defer a decision on introducing further restrictions until after Christmas, it seems likely that...
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Research Briefing
Despite the uncertainty caused by the surge in Omicron cases, the BoE raised interest rates to 0.25% this week. This...
Research Briefing
Even though Omicron is casting a huge shadow over the UK economy, the BoE today raised Bank Rate to 0.25%...
Research Briefing
We think the government’s shift to its Plan B Covid strategy is unlikely to have a significant impact on output....
Research Briefing
A December rate hike would require the Monetary Policy Committee (MPC) to be satisfied that the end of the furlough...
We have lowered our Greater London GDP forecast to 5.4% in 2022 after 5.7% in 2021. Inner London sees 5.5%...
Research Briefing
After enduring one of the deepest downturns in 2020, the UK has enjoyed one of the strongest rebounds in 2021....
Research Briefing
Ordinarily, the strength of recent survey evidence would have tilted the balance further toward a rise in Bank Rate next...
Research Briefing
On Wednesday 3rd November, Oxford Economics hosted its quarterly UK & Global Outlook Conference. This invite-only event for our key...
Research Briefing
Supply chain disruption, a new pattern of consumption and the tricky transition from public to private demand mean that 2022...
Research Briefing
The latest GDP numbers were a mixed bag. Growth accelerated to a three-month high in September, but this was almost...
The easy gains from re opening the London economy have now mostly been realised, and the visitor economy is still...
Research Briefing
Rising odds of an early rate hike have brought the BoE’s guidance on when it will start reversing course on...
Research Briefing
Repeatedly hawkish comments from BoE Governor Bailey suggest that the MPC is preparing the ground for a rate rise. Consequently,...
Research Briefing
The UK economy made more progress in August in returning to its pre-Covid size. But supply-side friction and pressure on...
Consulting Report
This report, commissioned by SAP, takes stock of the company’s economic, social, and environmental impact in 2020, as the company...
COP26—the 2021 United Nations Climate Change Conference—will bring together countries with the aim of achieving net-zero carbon emissions by mid-century....
Research Briefing
Government support schemes have been hugely successful in mitigating the financial consequences of the pandemic to consumers. But at the...
Research Briefing
Inflation in the UK is set to peak higher for longer than we previously expected. But structural factors plus the...
Research Briefing
Continued strength in the latest labour market data has led us to strengthen our London employment forecast. We now expect...
