Research Briefing
Following the failed coup in Russia over the weekend, we will not change our forecasts for GDP nor make significant changes to our commodity price forecasts. However, it highlights the...
Research Briefing
Following the failed coup in Russia over the weekend, we will not change our forecasts for GDP nor make significant changes to our commodity price forecasts. However, it highlights the...
Research Briefing
We have raised our aggregate GDP growth forecast for EMs in 2023 by 0.2ppts because most performed better than we...
Research Briefing
Emerging market (EM) central banks' credibility to restrain inflation over the medium-term horizon remains intact despite the tests it's been...
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
Employment growth is likely to slow across Asia Pacific cities in 2023, due to faltering effects of post Covid-19 recoveries...
The late December announcement of China’s intention to re-open its borders for travel took the international community by surprise, with...
Consulting Report
Oxford Economics undertook a study for HMC, the professional association of school heads, assessing the impact of their schools on...
Research Briefing
We now incorporate a faster recovery from the post-Covid exit wave and raise our 2023 full-year GDP growth forecast to...
Research Briefing
Financial conditions have deteriorated across ASEAN-5 economies to varying degrees. As well as monetary tightening, a broad depreciation of currencies...
Research Briefing
While China's sooner-than-expected reopening has led some to pencil in a more robust rebound in 2023, we are more cautious.
Research Briefing
Middle Eastern and North African cities are set to experience some of the fastest rates of employment and population growth...
Research Briefing
In a tough global environment, we are below consensus on advanced economy growth and anticipate most will fall into recession...
Research Briefing
The outlook for Latin America changed dramatically after Russia's invasion of Ukraine last February.
Research Briefing
The global cycle is now rolling over and even if the recession is likely to be mild, the subsequent recovery...
Research Briefing
Reopening pressures have increased, as recent protests test policymakers' resolve to stick to the current zero-Covid approach.
Research Briefing
It's been a horrible period for EM portfolio debt flows. The better news is that broader capital flows to EMs...
Research Briefing
Many cities in the world's advanced economies will enter recession in 2023, with soaring inflation and tightening monetary and fiscal...
Research Briefing
While our outlook for emerging markets (EMs) is more upbeat than for advanced economies (AEs), we have cut our 2023...
Research Briefing
As Russia's war in Ukraine enters a new phase, so does the economic crisis. Based on my conversations with locals...
Research Briefing
The Hungarian economy is being hit by a perfect storm of shocks, particularly surging inflation and a weakening currency. Our...