Research Briefing
In the second release of the November baseline, we updated our tariff assumptions, but the impact on GDP, inflation, and...
Research Briefing
In the second release of the November baseline, we updated our tariff assumptions, but the impact on GDP, inflation, and...
Consulting Report
This report, commissioned by Humana People to People and Sympany+, assesses the socioeconomic impact of the second-hand clothing industry in...
Research Briefing
India has benefited from US trade rerouting away from China since 2018, albeit to a much lesser extent than some...
Research Briefing
We remain concerned about the potential fallout in Latin America from a second Trump presidency in areas other than a...
Research Briefing
Asia has been at the forefront of the recent global AI frenzy. That partly reflects the region's importance in global...
Research Briefing
Our new proprietary business cycle phase indicator points to a trough in sight for industry, but with dispersion among sectors....
Research Briefing
We estimate that a 1ppt rise in US tariffs cuts imports from China by 2.5% in the long term.
Research Briefing
Announced tariff increases by the US and EU on made-in-China EVs, if implemented, will increase EV prices and reduce demand....
Research Briefing
China's production of electric vehicles is booming, accounting for nearly 70% of global EV sales in 2023 with 9.5 million...
Research Briefing
We think the EU-China economic relationship will experience more friction in the future due to structural changes to China's economy,...
Research Briefing
Economic decoupling from China is ongoing, but the latest evidence suggests that, especially outside the US, the process is gradual...
Research Briefing
The Biden administration's additional tariffs on China are essentially a rounding error for inflation and GDP, carrying no implications for...
We expect Chinese export price deflation to provide a helpful tailwind in the struggle to bring EM inflation back to...
Consulting Report
Oxford Economics have been commissioned by the International Chamber of Commerce (ICC) to provide an independent assessment of the economic...
Consulting Report
Global trade can amplify economic development and poverty alleviation. Capable leaders are required to put in place enabling conditions for...
Consulting Report
The International Council of Chemical Associations (ICCA) commissioned Oxford Economics to undertake a research program to explore the socio-economic and...
Research Briefing
The impact of Red Sea shipping disruption on the eurozone economy continues to be limited, in line with our baseline...
Research Briefing
World goods trade declined in 2023, reversing the trend of 2022. This development points to the resumption of the decade-long...
Industrial production in China is forecast to post growth of 5% in 2024, for the second year in a row....