Research Briefing
The received wisdom that real estate is a good inflation hedge is an oversimplification. This is revealed by our two...
Inflation
Are we now stuck in a high inflation world? Temporarily high inflation has lasted for longer than anyone predicted and inflation is set to rise further from here. Might we have actually entered into a new, higher, regime for inflation? Find out more about our GDP inflation forecast.
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Research Briefing
Back to Resource Hub Research Briefing | Nov 23, 2021 Europe’s labour shortages – not all equal Although reported labour...
Research Briefing
As Covid cases continue to rise in Europe, some governments have started to introduce new restrictions, while others have been...
Research Briefing
Civil war in Ethiopia has put the country on a different developmental trajectory. International and regional stakeholders cautioned that Ethiopia...
Research Briefing
Ethiopia has declared a state of emergency as the government confronts an amalgamation of forces from the Tigray People's Liberation...
Research Briefing
We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months...
Research Briefing
According to the advance estimate, Q3 GDP exceeded expectations with a 2% expansion. While this figure is subject to revision,...
Research Briefing
We concur with the central bank’s (BSP) view that the current rise in inflation in the Philippines is for the...
Research Briefing
Finland’s GDP rose 0.9% in Q3 based on the flash estimate, in line with our forecast. High-frequency indicators show that...
Research Briefing
Growth in Q3 surprised on the upside based on the flash estimate, with activity in the previous months revised up....
Research Briefing
Most APAC economies are shifting towards living with Covid, but the easing of restrictions can be expected to vary across...
On Wednesday 3rd November, Oxford Economics hosted its quarterly UK & Global Outlook Conference. This invite-only event for our key...
Research Briefing
On Wednesday 3rd November, Oxford Economics hosted its quarterly UK & Global Outlook Conference. This invite-only event for our key...
Research Briefing
The ZEW and the Sentix for November surprised on the upside, showing thatinvestors are increasingly confident about the future even...
Research Briefing
Supply chain disruption, a new pattern of consumption and the tricky transition from public to private demand mean that 2022...
Research Briefing
The latest GDP numbers were a mixed bag. Growth accelerated to a three-month high in September, but this was almost...
Research Briefing
Eurozone headline inflation has risen substantially, with underlying pressures becoming more broad-based. But we think the impact on consumer spending,...
Research Briefing
Our eurozone Recovery Tracker recorded a small increase over the two weeks ended October 24, rising 0.3pts to 88.0, just...
Research Briefing
The RBA’s yield curve targeting experiment ended this week not with a bang but a whimper. Market expectations for a...
Research Briefing
With inflation in Spain hitting a 30-year high, fears of an inflationary cycle are rising. However, the transition from the...
