Research Briefing
We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The...
Research Briefing
We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The...
Research Briefing
We’ve cut our China growth forecast for Q4 to 3.6% y/y from 5%, and for 2022 to 5.4% from 5.8%....
Research Briefing
While the potential collapse of Chinese property firm Evergrande matters, it doesn’t signal a ‘Lehman moment’ that might spark global...
Research Briefing
Private bank credit contracted 2.7% in 2020 in Indonesia and continued to decline on a year-on-year basis through most of...
Research Briefing
The Evergrande saga has shone a spotlight on the Chinese real estate sector. News that the company may miss loan...
Research Briefing
Powell’s speech did not materially alter the outlook for Fed policy, but it did clarify the distinction between the timing...
Research Briefing
Concerns have risen about financial market risks, centring around elevated asset valuations and high corporate debt. A lack of corporate...
Research Briefing
Input shortages were the key theme of this week’s business surveys. Manufacturers continue to struggle with global component shortages, while...
The construction sector has been one of the most resilient areas of the economy during the pandemic. As many other...
Research Briefing
The PMIs for Saudi Arabia, the UAE and Qatar all remained in expansionaryterritory in July at 55.8, 54.0 and 52.2...
Research Briefing
The Delta coronavirus variant poses the greatest risk to the global economy, according to our latest survey of risk perceptions....
Research Briefing
Having suffered less during the pandemic, Columbus has recovered 70% of its lost jobs from the nadir of the pandemic....
Research Briefing
Struggling to recover from the reported exodus of residents during the pandemic, San Francisco has recouped only 28% of its...
Research Briefing
Our estimates suggest that house prices in advanced economies may be around 10% overvalued versus long-term trends, albeit with considerable...
Research Briefing
Ranking near the top in nearly every metric, Salt Lake City has recovered 94% of its lost jobs from the...
Research Briefing
Nashville has recovered 70% of its lost jobs from the nadir of the pandemic. Its net decline of 3.4% from...
Research Briefing
Miami has emerged from the pandemic with mixed results. It has recovered 48% of its lost jobs from the nadir...
Research Briefing
The eurozone labour market is heating up. We expect around 2 million jobs will be created from Q2 2021 until...
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
We believe now is the time to close out our tactical bullish GBP call, initiated in March, as the almost...