Research Briefing
We've treated Asia’s external strength with some caution this year. After all, gross trade and financial inflows have risen much...
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Displaying 1 to 20 of 653 results
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...
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...
