Research Briefing
Odds are that there will not be anything from the upcoming meeting of the Federal Open Market Committee that would...
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...
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...