Research Briefing
With stock markets sitting at or near all-time highs, there is renewed attention on the consumption effects from fluctuations in...
Financial markets
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Displaying 1 to 20 of 653 results
Research Briefing
After years of volatility, commodity markets face renewed macroeconomic headwinds as slowing global growth and trade disruptions hit demand. Could...
Research Briefing
By 2035, we expect France’s public debt to approach 125% of GDP, up from 113% in 2024 and among the...
Research Briefing
We believe that the current AI hype in financial markets will only be justified if companies can adopt AI quickly...
Research Briefing
At its monetary policy meeting on Friday, the Bank of Japan (BoJ) unexpectedly announced it would start to sell its...
Blog
Economic Outlook Conference 2025 brought together business leaders and policymakers in Sydney & Melbourne where Oxford Economics Australia shared key...
Research Briefing
Large primary deficits make for a concerning fiscal outlook
Saudi Aramco’s 20-year, $11bn lease deal with Global Infrastructure Partner (GIP), a firm under BlackRock’s umbrella, for Jafurah Field Gas...
In a rapidly evolving global trade environment, businesses must stay ahead of changing tariffs and regulatory demands. Our latest blog...
Amid ongoing global trade uncertainty, business leaders are struggling to plan ahead as new tariffs continue to reshape the market....
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at its July meeting. We continue to think the BoJ...
Last week, oil prices moderated by around 15%, as the ceasefire between Iran and Israel helped to reduce risk premiums.
Research Briefing
We expect 10-year bund yields to increase towards 2.8% by late 2026, as the term premium remains around 1.1% and...
Saudi Arabia's Q1 GDP was revised upward to 3.4% year-on-year, driven by a robust 4.9% expansion in the non-oil sector.
Research Briefing
We believe the recent sell-off in the dollar and US assets stems from cyclical pressures linked to tariffs and market...
Consulting Report
Sustainable finance is not merely a climate imperative but a development necessity. As climate risks intensify, Africa must urgently mobilise...
Research Briefing
We expect Japan's fiscal outlook to deteriorate due to weak economic growth and pressure on the government to implement fiscal...
Despite the recent unwinding of the selloff in high-yield credit triggered by the April 2 Liberation Day tariffs, we remain...
Consulting Report
Capgemini leveraged custom macro and insurance market forecasts from Oxford Economics for their latest P&C insurance flagship report.
Webinar
La hausse historique des droits de douane décidée par l’administration américaine en avril compromet la stabilité de l’économie mondiale. L’économie...
