Research Briefing
We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months...
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Research Briefing
We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months...
Research Briefing
According to the advance estimate, Q3 GDP exceeded expectations with a 2% expansion. While this figure is subject to revision,...
Research Briefing
We concur with the central bank’s (BSP) view that the current rise in inflation in the Philippines is for the...
Research Briefing
Real GDP for ASEAN-6 economies1 grew 1.7% y/y in Q3, down from 9.3% in Q2, reflecting both a less favourable...
Research Briefing
Finland’s GDP rose 0.9% in Q3 based on the flash estimate, in line with our forecast. High-frequency indicators show that...
Research Briefing
Growth in Q3 surprised on the upside based on the flash estimate, with activity in the previous months revised up....
Research Briefing
After expanding strongly in Q2, global GDP growth slowed in Q3 in response to the Delta disruption and ongoing supply...
Research Briefing
Most APAC economies are shifting towards living with Covid, but the easing of restrictions can be expected to vary across...
Research Briefing
On Wednesday 3rd November, Oxford Economics hosted its quarterly UK & Global Outlook Conference. This invite-only event for our key...
Research Briefing
The ZEW and the Sentix for November surprised on the upside, showing thatinvestors are increasingly confident about the future even...
Research Briefing
Supply chain disruption, a new pattern of consumption and the tricky transition from public to private demand mean that 2022...
Research Briefing
The latest GDP numbers were a mixed bag. Growth accelerated to a three-month high in September, but this was almost...
Research Briefing
The US Recovery Tracker has topped its pre-pandemic level, rising 0.8ppts to 100.9, in the week ended Oct. 29. Four...
Research Briefing
Signs of the GCC’s strengthening recovery from the Covid-19 pandemic continue to emerge. The PMI for Dubai rose to its...
Research Briefing
Eurozone headline inflation has risen substantially, with underlying pressures becoming more broad-based. But we think the impact on consumer spending,...
Research Briefing
Our eurozone Recovery Tracker recorded a small increase over the two weeks ended October 24, rising 0.3pts to 88.0, just...
Research Briefing
The RBA’s yield curve targeting experiment ended this week not with a bang but a whimper. Market expectations for a...
Research Briefing
With inflation in Spain hitting a 30-year high, fears of an inflationary cycle are rising. However, the transition from the...
Research Briefing
Our US supply chain stress tracker indicates that supply chain pressures worsened in October, after having eased in September. Preliminary...
Research Briefing
Monthly data continues to show a gradual but persistent slowdown in economic activity moving deeper into Q4. While we still...