Research Briefing
Although none of the big four central banks have started tapering their QE programmes yet, monetary aggregates are being pinched...
Research Briefing
Although none of the big four central banks have started tapering their QE programmes yet, monetary aggregates are being pinched...
Consulting Report
Oxford Economics in collaboration with the EPRA have launched two reports analysing the impact of the COVID-19 crisis on European...
Research Briefing
Due to ongoing pandemic-related spending needs, we now expect Indonesia’s fiscal deficit will narrow to 3% of GDP only by...
Consulting Report
An examination of historic shifts and changes in passenger demand and airport CAPEX to calculate airport infrastructure needed to support...
Research Briefing
Enhanced US unemployment benefits are discouraging only a small share of unemployed workers from finding jobs. The disincentive to work...
Research Briefing
Africa is a key source of the minerals that will be central to the green energy transition. The level of...
Research Briefing
A shift to a new policy regime with much higher and more volatile inflation is a possibility that can’t be...
Research Briefing
Despite a flattening of the yield curve and some position squaring of the socalled reflation trade, we believe our key...
Research Briefing
The Colombian economy is finally showing hints of an inflation build-up, with monthly CPI rising above its seasonal average in...
Research Briefing
Our US Recovery Tracker started June with a bang, rising a strong 1.2ppts to 96.1 in the week ended June...
Research Briefing
Export prices have surged over the past 9 months, driven by record high iron ore prices. This has driven the...
Research Briefing
We believe now is the time to close out our tactical bullish GBP call, initiated in March, as the almost...
Research Briefing
Rapid house price rises are feeding into a broader asset price boom that’s the strongest in decades and also unusually...
Research Briefing
Our June forecasts contained a substantial upward revision to growth in 2021 and 2022. We now forecast growth of 5.3%...
Research Briefing
A series of bond sales across the GCC have taken place. Saudi Aramco isselling its first dollar-dominated Islamic bonds in...
Research Briefing
London’s business activity continued to improve in April, according to the IHS Markit Purchasing Manager’s Index (PMI), and business confidence...
Research Briefing
May’s PMIs delivered a set of record, or near-record, high readings. Whileactivity may not be quite as heated as the...
Research Briefing
After a weak Q1 for the global economy, our baseline forecast is for a strong growth rebound in Q2, and...
Research Briefing
Inflation in advanced economies is set to rise this year to the highest rate in a decade. This has sparked...
Research Briefing
World trade is staging an impressive recovery and so are ASEAN’s exports. We forecast exports will make a positive contribution...