Research Briefing
Texas has emerged as the powerhouse of America’s economic southward shift, leading in job creation and high-value industries from tech...
US economy
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Research Briefing
Diverging fortunes across age and income groups reveal both resilience and fragility in the US consumer outlook.
Research Briefing
We expect the US economy to slow in 2026 but sidestep recession, with AI investment providing key support. How will...
Research Briefing
The One Big Beautiful Bill Act could boost GDP over the next two years, with new tariffs helping to steady...
Research Briefing
Rising tariffs, tightening credit, and slowing demand are straining the US economy especially for small businesses. Could these be early...
Research Briefing
If the threatened tariffs on imports from the European Union and smartphones were to be implemented, it would reduce US'...
Research Briefing
Higher unemployment among recent US graduates is driven by structural shifts in tech hiring and AI displacement. Labor force participation...
Research Briefing
House Republicans have narrowly passed a reconciliation bill aligned with President Trump's economic goals, including short-term tax cuts and cost...
The major policy proposals planned for the second Trump administration will have mixed implications for the US economy in 2025...
Research Briefing
The creation of the Department of Government Efficiency (DOGE), along with the incoming Treasury secretary's goal of halving the deficit...
Research Briefing
House prices increased in all but a handful of metros in Q4 2023 as indicated by their Federal Housing Finance...
Research Briefing
Our view remains that the most severe risks in commercial real estate are concentrated in the office sector, as it...
Research Briefing
We think that global real estate investment trust (REIT) prices will continue to grow in H1 on the expectation that...
A peak in policy rates is often a positive catalyst for equities, but there are three key reasons why we...
Research Briefing
We still think that the US economy is headed for a slowdown at the turn of the year. Three factors...
Consulting Report
The International Franchise Association (IFA) commissioned Oxford Economics to assess the potential impacts of the National Labor Relations Board (NLRB)’s...
Research Briefing
Shortages have supported a wave of inventory rebuilding in the US this past year. But with inventories now above normal...
Research Briefing
Supply chain stress continued to ease in February despite stronger-than-expected economic growth. Supply chains could return to pre-pandemic conditions by...
Research Briefing
We think the collapse of Silicon Valley Bank (SVB) will be contained and is not a sign of systemic risks...
Research Briefing
We've created a real-time indicator – the US Business Cycle Indicator (BCI) – to assess the health of economic activity....
