Research Briefing
Under our latest climate scenario analysis, net zero policies in the US will have highly unequal impacts across states and...
Research Briefing
Under our latest climate scenario analysis, net zero policies in the US will have highly unequal impacts across states and...
Research Briefing
We move to a modest overweight on risk assets this month as we have become more optimistic on the global...
Consulting Report
In partnership with Siemens, Oxford Economics surveyed 100 decision-makers from electric utilities in North America to gain insight into how...
Research Briefing
Artificial Intelligence (AI) is shifting the impact of automation towards highly-skilled, intellectual occupations, meaning that cities that are highly reliant...
Oxford Economics and ConstructConnect produce forecasts for US and Canadian construction starts as part of ConstructConnect’s Insight Forecast. These forecasts...
Research Briefing
The population of the world's 1,000 largest and most important global cities is forecast to increase by more than half...
Research Briefing
Our long-term income and consumer spending forecasts reveal the high-potential urban consumer markets of the future. We identify four key...
Research Briefing
Cities dominate the global economy. Today, 19 cities have achieved urban economic powerhouse status, with annual GDP greater than $500...
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This week...
Research Briefing
The odds of a recession have declined over the past several months because of a strong labor market, a deceleration...
Consulting Report
Despite talk of deglobalisation, a quantitative analysis of intermediate goods show global supply chains have continued to expand in the...
Research Briefing
The Census Bureau released its long-term population projections in November. They paint a more pessimistic outlook for the US than...
Research Briefing
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This partly...
Research Briefing
Growth in the main economic indicators (GDP, employment, and consumer spending) is likely to be weaker in 2024 than in...
Research Briefing
The US machine tool industry has navigated through volatile markets in recent years. While the number of new orders has...
Research Briefing
We think US high-yield spreads will trade at or below 400 bps throughout this year. Upward revisions to our US...
Research Briefing
The upcoming elections will affect the US economy beyond 2024 and are a major source of near-term uncertainty. Although we...
Consulting Report
The Department of Labor has proposed to raise the salary threshold that executive, administrative, and professional workers must be paid...
Global travel recovery will continue in 2024 despite a slower economic backdrop. Many countries that were previously expected to endure...
Research Briefing
We expect another year of industrial metal price weakness in 2024 and are generally below consensus. Metal demand will remain...