Research Briefing
The rate hikes we expect over the next few months are unlikely to derail Japan’s economy from its modest but...
Financial markets
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Displaying 1 to 20 of 661 results
Research Briefing
Investment and expansion in professional services have propelled Asia’s major cities into the ranks of the world’s most influential economic...
Research Briefing
Explore the potential of Germany's industrial real estate sector, driven by growth in defence spending and e-commerce, amid challenges in...
Research Briefing
The Federal Reserve's tilt toward a more hawkish stance under Governor Kevin Warsh has revived debate on "bullish rate hikes"....
Research Briefing
How close is the global bond market selloff to an end?
Beyond the US, we ask whether it is time to rotate out of expensive Japanese equities into Europe, where earnings...
Join our economists for a look at what's driving Germany's cyclical recovery, consumer demand, and what the path ahead means...
Research Briefing
The Bank of Japan raised its policy rate to 1.25%from 1% today. We expect the BoJ will hike again in...
Research Briefing
We've treated Asia’s external strength with some caution this year. After all, gross trade and financial inflows have risen much...
Research Briefing
Wealth effects significantly influence consumer spending, with fluctuations in asset values shaping household financial behavior. As we look ahead, the...
Oxford Economics and Alpine Macro are proud to co-host a joint Investment Conference in New York City. This unique event...
Research Briefing
Is the “end of the global savings glut” story reflected in bond prices? Three different approaches to fair value for...
Research Briefing
We now expect the Bank of Japan (BoJ) will raise its policy rate in September and December this year and...
Join us as we examine the key insights from our Q3 2026 Global Scenarios Service. Our focus is on the...
Research Briefing
Treasury demand is evolving, with a notable shift towards more price-sensitive buyers amid changing market dynamics. While Treasury yields are...
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...
