Research Briefing
Treasury demand is evolving, with a notable shift towards more price-sensitive buyers amid changing market dynamics. While Treasury yields are...
Financial markets
Filter content
Type
Topic
Region
Industry
Service
Tag
Region
Displaying 1 to 20 of 647 results
Research Briefing
Inflation remains a pressing concern, with the PCE index showing only slight progress in July. Headline PCE inflation is expected...
Research Briefing
Japan’s Takaichi government approved a plan to cut the food consumption tax to 1% from 8% without resorting to debt...
Join our scenarios and modelling team as they explain the latest updates to the exchange rate framework in Oxford Economics’...
US-Japan coordinated FX intervention will likely have a longer lasting effect compared with past unilateral interventions but it still will...
The Bank of Japan (BoJ) kept its policy rate at 1% at Friday’s meeting, as expected. We continue to project...
As B2B firms start building 2027 budgets, the global economic outlook remains complex and uncertain. In this webinar, we'll cover...
Research Briefing
Inflation dynamics are shifting, prompting a reassessment of key measures. Explore the latest insights on inflation trends and the Fed's...
Research Briefing
Explore the current economic landscape shaped by US/Iran tensions, wealth inequality, and shifting consumer behavior in the financial markets.
Prime Minister Sanae Takaichi’s administration will set economic and fiscal policy guidelines for 2026 in mid-July, targeting JPY370trn (US$2.3trn) in...
The China shock 2.0 is set to shape Europe’s economic and trade landscape for years to come. As its effects...
Our downside IFRS 9 and CECL scenarios see inflation fall below baseline levels, rather than rising further.
Research Briefing
The UK is set for a leadership change, with Andy Burnham likely stepping in. Key economic challenges await, impacting fiscal...
The Bank of Japan (BoJ) raised its policy rate from 0.75% to 1% on June 16 despite the uncertainty around...
Research Briefing
Explore the shift to Bretton Woods 3.0, as China adapts its economic strategies amid global changes and rising geopolitical uncertainties.
Research Briefing
We’ve raised our end-2026 10-year Japanese government bond (JGB) yield forecast to 2.8% from 2.5%. The prospect of higher inflation...
Research Briefing
Despite the continued uncertainty around the Middle East conflict, we now expect the Bank of Japan (BoJ) to raise its...
Research Briefing
The UK's fiscal challenges are deepening, with high debt and political instability threatening economic stability. Explore the full report for...
Canada's economy stands at a genuine inflection point.
Bonds are under pressure from inflation and political instability, while equity markets show modest gains amid rising oil prices and...
