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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.

US-Iran agreement isn’t yet a game-changer for the global outlook

US-Iran agreement isn’t yet a game-changer for the global outlook

The recent US-Iran agreement aims to stabilize oil markets, but uncertainties and regional tensions may slow progress in shipping through the Strait of Hormuz.

Read more: US-Iran agreement isn’t yet a game-changer for the global outlook
US PCE Nowcast – Headline inflation will creep above 4%

US PCE Nowcast – Headline inflation will creep above 4%

Inflation pressures are rising due to energy costs and supply shortages. Discover how these trends may impact the economy and potential rate cuts.

Read more: US PCE Nowcast – Headline inflation will creep above 4%
US Tariff Monitor – The new tariff regime begins to take shape

US Tariff Monitor – The new tariff regime begins to take shape

The new tariff regime is shaping trade dynamics, with key countries facing varying rates. Investigations into labour practices may lead to further adjustments.

Read more: US Tariff Monitor – The new tariff regime begins to take shape
Global investment growth to stay slow

Global investment growth to stay slow

The global investment growth trend is still weak, with G7 capital spending expected to rise just 2% this year.

Read more: Global investment growth to stay slow
US AI tracker: Impacts are building, but aren’t noticeable in the headlines yet

US AI tracker: Impacts are building, but aren’t noticeable in the headlines yet

It’s not the breadth of AI adoption that matters, but how it’s being used.

Read more: US AI tracker: Impacts are building, but aren’t noticeable in the headlines yet
US supply-chain stress is rising, but is still well short of 2022 levels

US supply-chain stress is rising, but is still well short of 2022 levels

Supply-chain stress is rising, driven by air freight costs and geopolitical tensions. Explore the implications for prices and inflation in our report.

Read more: US supply-chain stress is rising, but is still well short of 2022 levels
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Understand and Anticipate Interest Rate Changes with Trusted Oxford Economics Research

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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