Research Briefing
The three major policy proposals planned for the second Trump administration—expansionary fiscal policy, lower immigration, and tariffs—will have mixed implications...
Research Briefing
The three major policy proposals planned for the second Trump administration—expansionary fiscal policy, lower immigration, and tariffs—will have mixed implications...
Research Briefing
Trump's first term was marked by policies and pronouncements that strained international relations, including trade tariffs and a travel ban...
Research Briefing
The spread between French and German government bonds has reached its highest level since the height of the eurozone sovereign...
Research Briefing
This Research Briefing presents two scenarios for Ghana’s December 7 general election, based on our assessment of the election manifestos...
Research Briefing
u live in interesting times in US The first release of the November baseline incorporated the election outcome, but in...
At Oxford Economics, we have been closely monitoring the potential impact of President Trump's tax cuts on the US economy....
Research Briefing
Our baseline forecast assumes that President-elect Trump won't increase tariffs on US imports from the UK. In fact, the main...
Research Briefing
We received many questions, including during our recent webinar, about the changes to the forecast following the election along with...
Research Briefing
Our sticker-shock model of the 2024 presidential election accurately predicted the winner of nearly all 50 states and the District...
Research Briefing
Another Trump presidency will increase US fiscal stimulus, curb immigration, and lead to new tariffs on China, Canada, Mexico, and...
Research Briefing
Following the outcome of the US elections, we have adopted our 'limited Trump' scenario as our new baseline forecast. Our...
Research Briefing
We think improving profitability and falling interest rates will underpin a gradual pickup in UK business investment. But this follows...
Research Briefing
Following Wednesday's UK Budget, gilt yields have risen sharply as financial markets appear concerned over the scale of the extra...
As campaigning in the US election comes to a close, we look at the potential implications of victory by each...
Research Briefing
The broad shape of the UK Budget was largely as expected, but the scale of the increases in current spending,...
Research Briefing
The ruling Liberal Democratic party and its partner Komeito lost their majority in Japan's lower house elections on Sunday, which...
Research Briefing
Inflation is the foremost issue voters are concerned about, and how it is perceived will determine the election.
Research Briefing
We still see the presidential election as a coin flip, but our updated scenarios suggest that upside risks to our...
Research Briefing
We remain concerned about the potential fallout in Latin America from a second Trump presidency in areas other than a...
While our short-term outlook for the global economy has largely remained steady over the past quarter, the balance of risks...