Research Briefing
In our upcoming February forecast update, we'll stick to our expectation of a primary fiscal deficit of 2%-3% of GDP...
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.
Research Briefing
In our upcoming February forecast update, we'll stick to our expectation of a primary fiscal deficit of 2%-3% of GDP...
Research Briefing
The data released over the past week don't warrant changes to our latest baseline forecast for growth to improve this...
Research Briefing
Midterm voters seem to form their opinion around the economy in the summer and fall. How the economy, and especially...
Research Briefing
The Bank of Japan raised its policy rate by 0.25ppts to 0.75% at its meeting on Friday, which the dovish...
Research Briefing
We're raising our forecast for light vehicle sales to 15.7mn next year to reflect improving affordability, the new-car loan interest...
Research Briefing
Black and Hispanic households have experienced more inflation than other groups since the reopening of the economy from the pandemic...
Research Briefing
The US macroeconomic implications are minor, and the resulting reduction in inflation next year is no more than just a...
Research Briefing
The end of the government shutdown did not alter the broader economic trajectory, but it did create a sharp swing...
Research Briefing
We expect this holiday shopping season to be the strongest in four years, but it will be disproportionately driven by...
Research Briefing
A recent agreement to lower tariffs on Chinese imports by 10 percentage points has nudged the US effective tariff rate...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.5% at its October meeting, after a 7-2 majority vote....
EventIn Person
Despite heightened policy uncertainty global economic activity has remained resilient in 2025 and we expect that to continue in 2026...
Risks are swirling around the economy and this has caused the Federal Open Market Committee to become divided about the...
The winner of the Czech parliamentary election in October is all but certain to be the populist ANO, which has...
Blog
Economic Outlook Conference 2025 brought together business leaders and policymakers in Sydney & Melbourne where Oxford Economics Australia shared key...
We will explore the key economic drivers beyond GDP, including private consumption, inflation, earnings, and disposable income, among others, and...
Webinar Eurozone outlook: A clearer path ahead but don’t expect fireworks
Research Briefing
The reversal of tariff-related front-loading pressures continues to offer relief to our supply-chain stress index.
Webinar
The US consumer is a big source of uncertainty for 2026 corporate plans. Will inflation undermine purchasing power, driving significant...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at its July meeting. We continue to think the BoJ...