Research Briefing
Our long-term income and consumer spending forecasts reveal the high-potential urban consumer markets of the future. We identify four key...
Explore our economic briefings, providing key insights into market trends and economic developments. Download the full reports for comprehensive data and detailed analysis to help you stay ahead in a changing economy.
Research Briefing
Our long-term income and consumer spending forecasts reveal the high-potential urban consumer markets of the future. We identify four key...
Research Briefing
While decoupling in specific industries is a concern for global trade, deglobalisation at a larger scale presents a small but...
Research Briefing
Supply chain stress eased in April, which will put downward pressure on goods prices and allow the Fed to pause...
Research Briefing
The Inflation Reduction Act and the CHIPS Act that passed last summer are spurring a sharp rise in investment in...
Research Briefing
We are adding a depreciation risk premium that incorporates climate transition risk to our required returns framework.
Research Briefing
We believe the most significant policy measures to come through in the budget for residential building are the announced tax...
Research Briefing
The Treasury announced its full acceptance of findings and recommendations in the latest release of the independent review of Inland...
Research Briefing
Despite the US dollar already moderating from a multi-year peak in late 2022, we expect it to remain relatively strong...
Research Briefing
Eurozone central banks became unprofitable last year, and near-term operational losses are likely to persist as banks exit the accommodative...
Research Briefing
There are four ways Treasury can avoid a near-term default on any of its obligations: Democrats and Republicans reach a...
Research Briefing
Though the impact of a slowing global economy is weighing on Asian economies, we expect fiscal consolidation to continue, which...
Research Briefing
We forecast small increases in economic activity across nearly all UK nations and regions this year, with London in the...
Research Briefing
We think eurozone households will be reluctant to tap into the €1tn (8% of GDP) stock of savings accumulated during...
Research Briefing
The Bank of Japan (BoJ) left monetary policy unchanged at its first meeting under Governor Kazuo Ueda. Lower global yields...
Research Briefing
We have revised up our long-term wage and inflation projections based on a larger impact from structural labour shortages due...
Research Briefing
On the back of China’s recent consumption outperformance, we now expect the economy to grow by at least 5.5% in 2023.
Research Briefing
We expect the structural shift to working from home to continue to negatively impact the US office sector over the...
Research Briefing
Oxford Economics has introduced its new Tech Spend Monitor that provides forecasts of US spending on enterprise technology by industry.
Research Briefing
The impact of policies to address climate change in Canada cannot be discussed only in national terms; there will be...
Research Briefing
We receive many questions on the state of the US economy from clients. Here, we answer the top five most...