Research Briefing
The Nordic countries will exit 2021 in much better shape than when they entered it. Considerable progress on vaccine rollouts...
Monetary policy
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Research Briefing
A December rate hike would require the Monetary Policy Committee (MPC) to be satisfied that the end of the furlough...
Research Briefing
Canada entered the pandemic with historically elevated household debt, and a C$193bn surge in mortgage borrowing during the pandemic has...
Research Briefing
We expect monetary policy to continue to diverge across Asia Pacific in 2022, with central banks in the advanced APAC...
Research Briefing
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in...
Research Briefing
We see China’s economy entering 2022 with weaker growth. Our forecast has GDP growth dipping to 3.6% y/y in Q4...
Research Briefing
Recent months have seen the favourable lending environment for households begin to tighten. Inflation concerns have bond markets pricing in...
Research Briefing
We anticipate 2022 will be a ‘MESSI’ (Moderating Expansion with Sticky Supply-driven Inflation) year for the US economy. After experiencing...
Research Briefing
The eurozone pushed on with a strong recovery in 2021, but in many ways that’s been the easy part. With...
Research Briefing
Ordinarily, the strength of recent survey evidence would have tilted the balance further toward a rise in Bank Rate next...
Research Briefing
As Covid cases continue to rise in Europe, some governments have started to introduce new restrictions, while others have been...
Research Briefing
We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months...
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 RBA’s yield curve targeting experiment ended this week not with a bang but a whimper. Market expectations for a...
Research Briefing
Political turmoil in Portugal will delay the execution of some EU recovery funding and freeze key stimulus measures planned for...
Research Briefing
The National Bank of Poland (NBP) hiked its policy rate by 75bps to 1.25% at yesterday’s meeting. Although some tightening...
Research Briefing
The government has announced a record spending plan in the 2022 Budget to spur the post pandemic recovery. Measures include...
Research Briefing
The global recovery from the pandemic will be dented but not derailed if high energy prices persist throughout 2022, our...
Research Briefing
We forecast a permanent hit to Singapore’s population after two consecutive years of contraction in which border closures restricted regular...
Research Briefing
GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The...
