Research Briefing
World trade is staging an impressive recovery and so are ASEAN’s exports. We forecast exports will make a positive contribution...
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
World trade is staging an impressive recovery and so are ASEAN’s exports. We forecast exports will make a positive contribution...
Research Briefing
The South African government has been struggling to rein in the public sector wage bill in the past. This seems...
Research Briefing
The public sector wage bill is one of South Africa’s largest line items on the expenditure side, accounting for roughly...
Research Briefing
Over the past year, we have consistently predicted higher inflation stemming from base effects, stronger activity in the wake of...
Research Briefing
Saudi Arabia’s inflation rose to 5.3% y/y in April from 4.9% y/y in March, but we expect the rate to...
Oxford Economics is proud to announce that over the past two years combined it has been ranked top in FocusEconomics'...
Research Briefing
A great uncertainty for the growth outlook is the extent to which households will spend the additional savings they’ve accumulated...
Research Briefing
The upside risks to our above-consensus view on eurozone inflation in 2021 are rising. However, we think that this primarily...
Research Briefing
Strong CPI figures in the US have intensified the debate about the inflation outlook, especially in the context of soaring...
Research Briefing
India’s new lockdown strategy, which is being led by states, seems to be working. The sustained decline in the daily...
Research Briefing
Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in mid-2021....
Research Briefing
UK wages have recently grown at a pace not seen for over a decade. But rather than a sign of...
Research Briefing
As we feared, the second coronavirus wave is playing havoc with India’s health system and more states have adopted stricter...
Research Briefing
Our new North America Housing Affordability Indices (HAIs) show affordability improved across the region early in the pandemic but will...
Research Briefing
Saudi GDP fell 3.3% y/y in Q1 according to flash estimates, slightly weaker than we had expected. The decline was...
Research Briefing
Our thorough analysis of inflation risks shows that Mexico should be the first to join Brazil in the rate-hiking club...
Research Briefing
Higher headline and core inflation in advanced economies is on the way in H2 as a result of factors including...
Research Briefing
At May’s MPC meeting the committee revised up its forecast for GDP growth in 2021 significantly and laid out its...
Research Briefing
Norway’s economy is restrained by activity restrictions that aim to maintain tight control over the pandemic. However, once containment measures ease,...
Research Briefing
A win for pro-independence parties at Scottish elections on May 6 will put Scotland’s exit from the UK back on...