Research Briefing
We forecast no rate cuts by the Fed up to and including the July meeting, while the market prices 72bps....
Research Briefing
We forecast no rate cuts by the Fed up to and including the July meeting, while the market prices 72bps....
Research Briefing
We think risk assets will underperform in 2024. We map out the implications of our key 2024 global macro themes...
Consulting Report
This study, commissioned by the Motion Picture Association (MPA) – Canada, focuses on the second season of the show "Joe Pickett", and...
Consulting Report
This study, commissioned by the Motion Picture Association (MPA) - Canada, focuses on the fourth season of the show "What...
Research Briefing
In 2024, the main influence on Asia is likely to be a global slowdown, particularly in China and the US....
Consulting Report
Experian/Oxford Economics’ Main Street Report brings deep insight into the overall financial well-being of the small-business landscape, as well as...
Research Briefing
After nearly doubling in size from 2017 through 2022, the warehousing and storage sector shed jobs over the last five...
Research Briefing
After a year of stagnating activity, the eurozone economy will continue to struggle to gain traction in the near term...
Research Briefing
The UK's house price correction has been mild so far and recent data has indicated the market may be more...
Research Briefing
Our new demographic projection suggests rapid international migration will boost Canada's population to 42mn by 2025, which would be a...
Research Briefing
With the US Fed expected to remain on hold for a prolonged period, rate decisions in Asia are likely to...
Research Briefing
Much of the recent industrial underperformance in advanced economies is consistent with a slowdown triggered by the monetary policy shock...
Research Briefing
Despite strong growth in recent years, the California economy is facing multiple challenges, not least to its key entertainment and...
Research Briefing
Vietnam's GDP grew by an average rate of 7% annually in the past three decades, surpassing all its ASEAN regional...
Research Briefing
Global GDP growth and inflation will slow in 2024 and central banks will begin to pivot in H2 – at...
Research Briefing
We expect a material slowdown in the US economy in the next couple of quarters to give way to a...
Research Briefing
We expect widespread declines in inflation and interest rates in 2024 across advanced economies. A key differentiator, however, is that...
Research Briefing
Idiosyncrasies in recent Asian trade data suggest that country-specific factors are becoming more influential and causing some countries' exports to buck cyclical trends. If that continues, the fortunes...
Research Briefing
In our latest forecast, we removed the mild recession from our baseline and now anticipate a prolonged period of below-trend...
Research Briefing
We expect weak consumer spending in the eurozone to persist throughout 2023 and into early 2024. Consumption has mainly been...