Research Briefing
The Monetary Policy Committee voted to keep Bank Rate at 5.25% at May's meeting, but it also sent a clear...
Research Briefing
The Monetary Policy Committee voted to keep Bank Rate at 5.25% at May's meeting, but it also sent a clear...
Research Briefing
The relatively tepid 1.6% annualized gain in Q1 GDP does not present cause for concern, nor does it mean the...
Research Briefing
The biggest surprise from the outcome of the Federal Open Market Committee meeting had nothing to do with interest rate...
Research Briefing
Our business cycle indicator shows the economy hit a rough patch at the start of the year but there is...
Research Briefing
Our sentiment data, developed with Penta, suggests that UK private sector wage growth slowed sharply in March and early-April. If...
Research Briefing
Our new forecast assumes a slower euro appreciation against the dollar over the coming years than we previously anticipated. Relative...
Research Briefing
Odds are that there will not be anything from the upcoming meeting of the Federal Open Market Committee that would...
The 2024 federal budget projects a steady diet of wider deficits over the next five years, adding new spending only...
Oxford Economics expands Commodity Price Forecasts service to include battery metals, agricultural commodities and plastics.
Research Briefing
We now project that the Bank of Japan will start to raise its policy rate next spring assuming another robust...
Research Briefing
The supply-shocks era represented the first time in a generation where inflation significantly eroded the real value of global public...
This year is set to be a turning point for commercial property markets in the US. A gradual easing in...
Despite the upgrade to our global economic outlook since December 2023, the Q1 update of our IFRS 9 and CECL...
Research Briefing
A scenario where neither the Federal Reserve nor the European Central Bank cut rates in 2024 would reduce eurozone GDP...
Research Briefing
The European Central Bank's updated monetary policy framework retains key advantages of the previous system and in our view is...
Research Briefing
Our analysis of Banxico's reaction function reaffirms our forecast that the policy rate will end the year at 8.25% –...
Research Briefing
Our business cycle indicator implies that the economy is losing momentum, but there are some caveats. Some of the data...
Research Briefing
We think lower quality stocks such as small caps will be the key beneficiaries of our soft-landing view. These stocks...
Research Briefing
The West's major central banks are well into their quantitative tightening programmes, reducing their combined balance sheet by $5.1 trillion....
Research Briefing
The Bank of Japan (BoJ) decided to end its negative interest rates policy and set the target band for the overnight market rate at...