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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.

The Economic Impact of Supplying US Rail

The rail supply industry plays a critical role in keeping the nation’s freight and passenger rail networks operating, investing, and modernizing. This new Oxford Economics study—supported by the Railway Supply Institute (RSI), REMSA, RTA, and Amtrak—provides the most comprehensive assessment to date of the industry’s economic footprint. Drawing on detailed operational and capital spending data across freight railroads, transit and commuter systems, and Amtrak, the report measures the activity that takes place within supplier firms, the activity supported through their domestic supply chains, and the additional economic activity generated by workers’ spending.

US Southern metros suffer more from Iran war inflation

The disruption in oil prices due to the Iran conflict will have a disproportionate impact on low-income households, as they spend a larger share of their household budgets on fuel, food, utilities, and related necessities—the prices of which have already increased due to the war.

Shipping in for the long haul of Middle East conflict

RESEARCH BRIEFING Shipping in for the long haul of Middle East conflict Uneven trade disruptions emerge as energy spikes immediately and logistics pressures build more gradually

What the US/Israel-Iran war means for US consumers

We revised our forecast for consumer spending down in the second March baseline, released Friday, to reflect higher oil prices, which will deliver a bigger hit to households’ real incomes.

US PCE Nowcast – Oil price impact won’t be visible until March

Our PCE nowcast estimates that the year-over-year headline PCE will hold steady at 2.8%, while core PCE will inch lower to 3%. Our updated estimate shows a 0.4% gain in both headline and core PCE prices in February.

The EU hasn’t managed to de-risk its supply chain

EU supply chains remain highly exposed to external risks. In the past six years, the bloc hasn’t materially reduced its exposure to imports from non-politically aligned countries, nor has it cut the average distance its imports travel. Furthermore, its dependence on Chinese imports has broadened across more sectors.

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With a team of over 350 economists and analysts spread across the globe, we possess a unique advantage in understanding local economies and market dynamics from a global perspective.

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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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