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Economics for Asset Managers

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Latest Reports

Explore our latest reports to navigate the complexities of today’s economic landscape and gain a thorough understanding of how the macrocycle influences investment returns.

Macro Musings – From the Strait to the Street in the US

The reopening of the Strait of Hormuz has eased oil market fears, pushing crude prices lower and offering potential relief at the pump. But with wage growth slowing and purchasing power under pressure, how much will consumers really benefit—and what does it mean for the Fed’s next move?

From skies to supply chains – Asia’s exposure to refined fuel shocks

Refined fuel shortages are tightening Asia’s transport capacity, raising costs, and disrupting supply chains—from aviation to manufacturing. With inflation pressures building and growth at risk, how exposed is the region to prolonged fuel shocks?

PCE Nowcast – US Energy prices point to hottest reading since 2023

Rising energy prices are set to lift US PCE inflation to its highest level since 2023, with further pressure expected in the coming months. How high could it go?

US Tariff Monitor: Metals and pharma tariffs won’t sting as much as feared

US tariff pressures are easing as metals and pharmaceutical measures prove less severe than expected, with key exemptions and policy shifts reshaping the outlook. What does this mean for global trade and your industry?

Macro Musings – From oil spike to demand squeeze in US

Oil prices are pulling back, but inflation pressures and weakening demand are starting to build. Is this just temporary relief, or the start of a deeper slowdown?

Travel Industry Monitor: Q1 2026

RESEARCH BRIEFING Travel Industry Monitor: Q1 2026 A quarterly online survey capturing industry sentiment on tourism trends and travel outlook.

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Understand and Anticipate Interest Rate Changes with Trusted Oxford Economics Research

Over the past 12 months, the pace of disinflation has proceeded in line with our forecast and the outlook for monetary policy and yields has played out broadly in line with our expectations.

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