The implementation of the US “Liberation Day” tariff hikes will have a significant impact on individual sectors and firms, even...
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Oxford Economics ed EY sono lieti di invitarti al convegno che si terrà il 21 maggio 2025, a partire dalle...
Analizaremos las perspectivas económicas para la economía global, europea y española en un momento en el que la política proteccionista...
On 2 April 2025, the US Administration announced a set of tariff increases, bringing the US back to levels of...
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Research Briefing
In two or three years' time, US imports could fall by around 15% due to discounted reciprocal tariff hikes.
Economic activity has firmed up recently, but inflation surprised on the upside in early 2025 and the international policy environment...
Trump has moved swiftly to advance a trade agenda that goes beyond what was promised in the campaign. This will...
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...