Research Briefing
The spotlight focused on this week’s consumer price report to see if it raises more questions about the Fed’s decision...
Research Briefing
The spotlight focused on this week’s consumer price report to see if it raises more questions about the Fed’s decision...
Research Briefing
We are significantly raising our forecasts for consumer spending growth over the next few years. We expect real consumption growth...
Research Briefing
Our nowcast of the US PCE deflators imply inflation is not falling as smoothly as we had anticipated. But it...
Research Briefing
We remain concerned about the potential fallout in Latin America from a second Trump presidency in areas other than a...
Research Briefing
Labour markets are forecast to cool across the world's major cities this year, marking the end of the Covid-19 catchup...
Research Briefing
The external shocks to the economy have been diminished, thanks to the suspension of the dockworkers strike announced on Thursday...
Research Briefing
The unemployment rate is arguably the most important statistic the Federal Reserve tracks as it assesses the risks to the...
Discover the latest insights into the global electrical engineering & apparatus outlook with our new chartbook.
Research Briefing
Hurricane Helene will affect the labor market, consumer spending, housing, corporate profits, and industrial production, but the implications for Q4...
Research Briefing
Our baseline forecast is for some form of divided government that will not alter the current trajectory of industrial growth. If either side achieves a...
While a Kamala Harris presidency wouldn't materially alter the economic outlook for Canada. Another term for Donald Trump would usher...
Research Briefing
The risk of higher trade tensions, and its subsequent implications on trade policy, is high. The upcoming US presidential election...
Europe’s industrial recession continues to take its toll: the EU's industrial output expected to shrink by 0.7% in 2024, a...
Oxford Economics is excited to announce the launch of the Global Tech Spend Forecasts service, offering the most reliable forecasts...
Research Briefing
Recession alarm bells should sound a bit muted with an encouraging employment report, solid gains in retail sales, and a...
Research Briefing
A Kamala Harris presidency wouldn't materially alter the economic outlook for Canada. Another term for Donald Trump would usher in...
Research Briefing
Though Vice President Kamala Harris' chances of winning the election have improved since her debate with former President Donald Trump,...
Research Briefing
We created a real-time tracker of unauthorized migrants to the US, the driving force behind the nation's post-pandemic immigration surge....
The demand for data centres in the United States is rapidly increasing, driven primarily by the continued rise of cloud...
Research Briefing
The onset of the Federal Reserve's easing cycle is typically positive for equities so long as the US economy avoids...