Research Briefing
The new US tariffs add an additional layer of drag on Asian manufacturing activities. India will be one of the...
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Research Briefing
Despite the recent uptick in wholesale electricity prices, we expect to see industrial electricity prices in Europe fall slightly through...
Research Briefing
European pharmaceuticals, machinery, and high-tech goods are heavily exported to the US, making them vulnerable to across-the-board US tariffs. However,...
Research Briefing
The United States has introduced an additional 10% levy on Chinese imports as part of the opening round of the...
Research Briefing
Related Services US Forecasting Service Access to short- and long-term analysis, scenarios and forecasts for the US economy. Find Out...
Research Briefing
Our analysis of industry and trade structure between the US and Japan reveals the auto and non-electrical machinery sectors are...
Evidence-based short-term rental rules protect the right to live, host, and travel affordably in Europe.
Research Briefing
President Trump launched the first salvo in what will like turn into another global trade war. A 10% additional tariff...
Tariff-induced price increases call into question tightly integrated supply chains across North America and make large swathes of exports less...
Research Briefing
The potential damage to large swathes of industry in Mexico and Canada from blanket US tariffs could be devastating and...
The German and Italian automotive industries stand out as the most exposed to Trump's tariff threat. Our estimates suggest that...
We expect the chemicals sector to benefit in the short run from Trump’s re-election but face challenges over the longer...
We expect the impact of Trump policies will be a net positive for Japan. The boost from higher import demand...
Consulting Report
Oxford Economics was commissioned by Zalando to produce an assessment of the company’s economic impact. The report, “The Economic Impact...
Research Briefing
Following prolonged weakness in 2022 and 2023, industrial growth is now regaining momentum.
Electronics and high-tech manufacturing are highly exposed to the rising risk of a major hit to their profits from protectionist...
Research Briefing
We expect Trump's tariffs will reduce global trade values by more than 7% by 2030 compared to our pre-election forecasts.
Consulting Report
Dubai is a major global hub for air travel, with its airports serving more than 88 million passengers and the...
Research Briefing
January poses a triple threat to US imports
Our latest global industry forecasts reflect the impact of a second Trump presidency on industrial sectors. The US industrial forecast...
