Research Briefing
Announced tariff increases by the US and EU on made-in-China EVs, if implemented, will increase EV prices and reduce demand....
Supply chains
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Research Briefing
Contingency planning for possible disruptions caused by rising geopolitical tensions is becoming an increasingly important factor in business strategy planning....
The near-term outlook for US industry is expected to be relatively steady. However, the results of the upcoming election could...
Research Briefing
The rise of AI promises vast business opportunities and growth potential for the semiconductor industry. But these benefits are not evenly distributed along the value chain, so for ASEAN economies, where semiconductor activities are focused on lower value-added...
Research Briefing
We think the EU-China economic relationship will experience more friction in the future due to structural changes to China's economy,...
Research Briefing
Our new proprietary cycle phase analysis suggests that industrial production in many developed economies has bottomed out and is now...
Research Briefing
We find emerging, but not overwhelming, macro proof to support the recent geopolitical narrative of excess Chinese goods production that...
Research Briefing
More frequent adverse supply shocks mean eurozone inflation is likely to be more volatile and possibly higher on average in...
Research Briefing
Beijing's reinvigorated support for manufacturing is quite the economic gamble. With property still in the doldrums and the post-Covid services recovery having largely run its course, the rationale is that manufacturing...
Consulting Report
This study shows how the sports activities of public service media supported €4.5 billion of GDP and 57,000 jobs across...
Consulting Report
Global trade can amplify economic development and poverty alleviation. Capable leaders are required to put in place enabling conditions for...
Consulting Report
The International Council of Chemical Associations (ICCA) commissioned Oxford Economics to undertake a research program to explore the socio-economic and...
Research Briefing
The impact of Red Sea shipping disruption on the eurozone economy continues to be limited, in line with our baseline...
Consulting Report
Our study highlights how the manufacturing sector's impact on the UK economy extends far more widely than manufacturing companies themselves.
Research Briefing
Profit margins in the eurozone have largely dropped back towards their long-term pre-pandemic average, after they increased faster than wages...
Research Briefing
Taiwan was hit by the 7.2 magnitude earthquake on 3 April, the strongest in 25 years. However, the economic impact seems to be...
Research Briefing
The collapse of the Francis Scott Key Bridge in Maryland is another reminder of the US vulnerability to supply-chain shocks.
Blog
The cause of Easter egg inflation of 50% or more this year is largely explained in the latest paper from...
Research Briefing
Even though incoming hard data on eurozone industry is still downbeat, leading indicators suggest that we're at a turning point....
Research Briefing
Commodity markets have barely reacted to Red Sea attacks, and we think the impact on prices will be minimal. As...
