Research Briefing
The pipeline of build-to-rent (BTR) developments across Australia continues to swell, with our project tracking currently capturing a pipeline of...
Research Briefing
The pipeline of build-to-rent (BTR) developments across Australia continues to swell, with our project tracking currently capturing a pipeline of...
Research Briefing
China's systemic inclinations towards a low price environment, but weak prices have raised the spectre of deflation and led to rising market...
Research Briefing
Q1 global industrial activity surprised to the upside, as the impact of tighter monetary policy across numerous economies was offset...
After stalling in Q4, the Canadian economy likely grew modestly in Q1. Labour markets have also shown impressive resilience, with...
We believe the most significant policy measures to come through in the budget for residential building are the announced tax...
Research Briefing
We have said activity data would slow sequentially from Q1. Four months into the reopening, China's economic recovery can best...
Research Briefing
Our long-term income and consumer spending forecasts reveal the high-potential urban consumer markets of the future. We identify four key...
Research Briefing
Despite the US dollar already moderating from a multi-year peak in late 2022, we expect it to remain relatively strong...
Research Briefing
We think eurozone households will be reluctant to tap into the €1tn (8% of GDP) stock of savings accumulated during...
Research Briefing
On the back of China’s recent consumption outperformance, we now expect the economy to grow by at least 5.5% in 2023.
Research Briefing
Oxford Economics has introduced its new Tech Spend Monitor that provides forecasts of US spending on enterprise technology by industry.
Research Briefing
We receive many questions on the state of the US economy from clients. Here, we answer the top five most...
Research Briefing
Unlike past recovery cycles, the sharp expected rebound in China's private consumption may not result in surging imports. Our updated forecast now sees 8% plus consumption growth in 2023, much of it will be frontloaded, with the sequential quarterly pace winding down by...
Research Briefing
The recent banking sector turmoil could trigger a chain reaction of events that plunges the global economy into recession. However,...
Research Briefing
The sharp fall in our US business cycle indicator in February signalled the economy lost momentum midway through Q1.
Research Briefing
Once pent-up demand from post-lockdown fades, we think that Asian economies will settle at lower GDP growth and higher inflation than our pre-pandemic forecasts. This means nominal interest rates are also likely to stay high in 2023-2024.
Research Briefing
We do not expect French pension reform protests to have a lasting impact on the economy, as the likely small...
Research Briefing
Shortages have supported a wave of inventory rebuilding in the US this past year. But with inventories now above normal...
The late December announcement of China’s intention to re-open its borders for travel took the international community by surprise, with...
Consulting Report
Small businesses in the UK continued to make a sizeable contribution to the UK economy in 2022, despite facing new...