Research Briefing
A scenario where neither the Federal Reserve nor the European Central Bank cut rates in 2024 would reduce eurozone GDP...
Financial markets
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Displaying 1 to 20 of 653 results
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...
Brochure
Updated on a weekly basis, Oxford Economics' Proprietary Data Service is your gateway to a wealth of high-frequency indicators, sophisticated...
Oxford Economics is excited to enrich its suite of asset management solutions with the introduction of the Proprietary Data Service.
Using alternative and proprietary data, Oxford Economics have developed a unique Multi-Factor Bond Scorecard to help Asset Managers identify more...
The Magnificent Seven are propelling US equity indices to unprecedented concentrations. The question is: Will the megacap dominance persist?
Research Briefing
We remain steadfast on our long-standing heavy overweight in New Zealand government bonds within our global DM fixed income allocations.
We see the current conjuncture as representing a sweet spot for emerging market assets as disinflation is secure, activity is...
Our Cross Asset framework has improved in January and now signals an overweight stance on risk assets vs safe assets....
We remain modestly risk-on as our above-consensus view on US growth this year still favours risk assets over bonds.
Research Briefing
The latest results point to a broad-based decline in US profit margins in Q4, reversing a recovery in Q3. We...
This study investigates how Spain’s ageing workforce should be seen as an antidote to financial shocks and an ingredient for...
Research Briefing
After the sharp falls in eurozone inflation recently, a series of rate cuts this year by the European Central Bank...
Research Briefing
The odds of a recession have declined over the past several months because of a strong labor market, a deceleration...
Research Briefing
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This partly...
