African political economy is consistently evolving both at a national and continental level. Robust data analysis needs to be supplemented...
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Despite inflation and interest rates at levels unseen in three decades, industries continue to invest heavily in software fueled by...
In this month’s Canada Up Close, Cassidy Rheaume, Associate Economist, discusses why we expect lower house prices and falling mortgage...
African political economy is consistently evolving both at a national and continental level. Robust data analysis needs to be supplemented...
African political economy is consistently evolving both at a national and continental level. Robust data analysis needs to be supplemented...
African political economy is consistently evolving both at a national and continental level. Robust data analysis needs to be supplemented...
The 2024 US Presidential Election is less than seven months away. In this week’s Beyond the Headlines, Bernard Yaros, Lead...
Total mortgage payments surged after the Bank of Canada began aggressively hiking interest rates in early 2022. In this month’s...
Global supply chains have continued to expand, despite talk of deglobalization and nearshoring. US and Japan have started to de-couple...
The supply-shocks era (2020-23) represented the first time in a generation where inflation significantly eroded the real value of global...
We think low quality stocks will be the key beneficiaries of our soft-landing view. In this week’s Beyond the Headlines,...
In February, Canada saw a solid advance in full-time employment, but these new positions were predominantly in the public sector...
Using alternative and proprietary data, Oxford Economics have developed a unique Multi-Factor Bond Scorecard to help Asset Managers identify more...
We see the current conjuncture as representing a sweet spot for emerging market assets as disinflation is secure, activity is...
Our Cross Asset framework has improved in January and now signals an overweight stance on risk assets vs safe assets....
Over the last year, inflation has come down as we expected with the economy holding up relatively better in the...
In our view, the Canadian economy has slipped into a moderate recession that will create slack, ease price pressures, and...
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This week...
The Canadian economy will begin 2024 still mired in recession as the lagged impact of higher interest rates continues to...
Our risk sentiment indicator is flashing red once again following the sharp end-of-year equity rally. In this week’s Beyond the...
