Research Briefing
We think the collapse of Silicon Valley Bank (SVB) will be contained and is not a sign of systemic risks...
Research Briefing
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Displaying 1 to 20 of 2253 results
Research Briefing
Last week's liquidation of Silvergate Capital and the collapse of Silicon Valley Bank (SVB) have raised questions about the risks...
Research Briefing
Our modelling finds few scenarios in which corporate credit offers a compelling return. Stickier inflation or a sharp sell-off in...
Research Briefing
In sizing the macro impact of recent US semiconductor export controls on China, we estimate a near-term drag of around...
Research Briefing
Global electric vehicle (EV) trade has grown undeterred in the last five years—increasing at a compound annual growth rate (CAGR)...
Research Briefing
Japan's structural labour shortage has deepened. While it may not result in a wage-inflation spiral now, labour scarcity will put...
Research Briefing
Metros labeled as "college towns" have consistently seen steadier yet often lower job growth than the US average over the...
Research Briefing
We find that an innovation-inducing Net Zero Transformation scenario would lead to a net gain of $3.7 trillion in real global GDP by...
Aside from Malaysia's BNM meeting and a host of CPI data this week, the closely-watched "Two Sessions" political event will be held in China, trade data from China...
Research Briefing
We think the BoJ’s next governor, expected to be respected scholar Kazuo Ueda, will shift cautiously to a more orthodox policy framework...
Research Briefing
The impact of policies to address climate change cannot be discussed only in national terms. There will be variations by...
Research Briefing
We've created a real-time indicator – the US Business Cycle Indicator (BCI) – to assess the health of economic activity....
Research Briefing
Export volumes of Asian goods are tumbling at a pace not seen since the onset of the pandemic in 2020. The pandemic slump proved short-lived, but we think the current plunge in exports has further...
Research Briefing
Oxford Economics recommends clients who either operate in, or are heavily exposed to the construction industry use the value of...
Research Briefing
Tokyo is easily the largest Asia Pacific city by GDP, but the big four Chinese cities are catching up. We...
Research Briefing
The Bank of Japan enhanced its funds-supplying operations in January, after widening the tolerance band for 10-year JGB yields in...
Research Briefing
Our 2023 growth forecast of 4.5% for China is still 6-tenths below the consensus’ 5.1%, owing to a more cautious...
Research Briefing
The UK badly needs a strategy to improve potential economic growth and for the government to make it a central...
Research Briefing
The incoming data likely warrant some adjustments to the baseline forecast, particularly for the path of the target range for...
Research Briefing
We estimate that reforms to France's pension system proposed by the government would increase the labour force by 1.4%, lifting...
