Global supply chains have continued to expand, despite talk of deglobalization and nearshoring. US and Japan have started to de-couple...
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Displaying 1 to 20 of 691 results
Research Briefing
We think the Riksbank will cut rates in May, before the Federal Reserve and the European Central Bank do so....
Research Briefing
We modeled two scenarios in which former President Donald Trump returns to the White House and Republicans gain full control...
Research Briefing
This year is set to be a turning point for commercial property markets in the US. A gradual easing of...
Research Briefing
The supply-shocks era represented the first time in a generation where inflation significantly eroded the real value of global public...
Research Briefing
The strength of the labor market and lingering worries about inflation among Federal Reserve officials have led us to push...
This year is set to be a turning point for commercial property markets in the US. A gradual easing in...
Despite the upgrade to our global economic outlook since December 2023, the Q1 update of our IFRS 9 and CECL...
Research Briefing
We expect the March employment report to show moderating job growth, adding to the Federal Reserve's confidence that the labor...
Research Briefing
We forecast stable GDP growth across most US metros in 2024, followed by decelerating growth over the subsequent four years....
Research Briefing
The collapse of the Francis Scott Key Bridge in Maryland is another reminder of the US vulnerability to supply-chain shocks.
Research Briefing
A scenario where neither the Federal Reserve nor the European Central Bank cut rates in 2024 would reduce eurozone GDP...
Research Briefing
We expect that offices will be the most exposed US property sector to the impact of generative AI by 2032,...
Research Briefing
Our business cycle indicator implies that the economy is losing momentum, but there are some caveats. Some of the data...
Research Briefing
US business investment continues to advance, despite fears it would tumble in 2023 ahead of a widely anticipated recession.
Research Briefing
In our March baseline we revised down substantially our long-term forecast for housing starts to better align it with our...
Consulting Report
Starting in late May 2023, Oxford Economics, in collaboration with TikTok, initiated a study to better measure the economic value...
Research Briefing
The pandemic was associated in many minds with a flight of people away from city centers, raising doubts over the...
Research Briefing
Five manufacturing sectors have contributed significant job growth in many metros in recent years, at a time when employment in...
Research Briefing
Our view remains that the most severe risks in commercial real estate are concentrated in the office sector, as it...
