Trump has moved swiftly to advance a trade agenda that goes beyond what was promised in the campaign. This will...
Economic growth
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Research Briefing
A series of problems have undermined confidence in the accuracy of official economic statistics for the UK. When using Office...
Research Briefing
If there’s one thing more damaging than tariffs themselves, it’s the sharp rise in trade policy uncertainty.
Research Briefing
Our internal recession models support our opinion that a looming downturn is unlikely, despite rising recession risks.
Research Briefing
The small, open economies of Central and Eastern Europe (CEE) are struggling against three external headwinds simultaneously: stuttering German industry,...
Research Briefing
Eurozone growth in 2025 will rely on consumers. There were positive signs in H2 last year, with consumers starting to...
Research Briefing
We've lowered our GDP growth forecast for the US, Canada and Mexico, reflecting our assumption of more aggressive US tariff...
We expect increasingly divergent growth and risk patterns across regions in 2025.
Research Briefing
Trade tensions between the EU and the US are escalating. Aggressive protectionist policies have been a key instrument for Trump...
Research Briefing
Tariffs don't have to be imposed to wreak economic harm – threats are enough. So the recent flurry of announcements...
New geopolitical realities have forced the likely next German coalition of the CDU and SPD into agreeing to a massive...
Research Briefing
A ceasefire between Ukraine and Russia would provide a modest boost to EU economies, mainly due to higher military spending...
Research Briefing
The nominal goods trade deficit was at its widest in January, signaling businesses had front-loaded goods shipments ahead of new...
Consulting Report
This study assesses the impact KBR had on the UK economy in 2023 through its own business, as well as...
Research Briefing
Rate cuts by the European Central Bank over the course of 2025 may not boost growth to the same degree...
Research Briefing
First-quarter GDP is tracking weakly at 1% annualized, but we think a lot of the swings in the data are...
Oxford Economics set the stage for the year ahead, at our second Global Economic Outlook Conference, in London on Wednesday,...
Research Briefing
Blanket 10% tariffs on EU exports to the US, now part of our baseline, will have a significant but uneven...
Webinar
Chinese policymakers have doubled down in recent months in signalling a strong policy response to the economy’s domestic and external...
Research Briefing
European pharmaceuticals, machinery, and high-tech goods are heavily exported to the US, making them vulnerable to across-the-board US tariffs. However,...