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.
US supply-chain stress eases as front-loading pressures fade
The reversal of tariff-related front-loading pressures continues to offer relief to our supply-chain stress index.
Read more: US supply-chain stress eases as front-loading pressures fade
US Medicaid cuts will hit some states harder than others
Millions are expected to lose coverage due to new eligibility rules and the expiration of premium subsidies.
Read more: US Medicaid cuts will hit some states harder than others
Trade tracker – Tariff impacts continue to build
US tariff rates are climbing to levels not seen since the 1930s, with world trade expected to decline and inflation set to rise. What could this mean for global markets and economic growth?
Read more: Trade tracker – Tariff impacts continue to build
Understanding Australia’s Goods Trade Dynamics in 2025
2. Explore Australia’s goods trade dynamics, with rising exports and falling imports. Learn how global demand impacts the trade balance and future projections.
Read more: Understanding Australia’s Goods Trade Dynamics in 2025
Tight BoE vote to cut casts doubt on the path for rates
We still expect the Bank of England to cut Bank Rate by 25bps again in November, despite August’s unexpectedly tight vote and the Monetary Policy Committee raising its inflation forecasts. However, our call is made with much less confidence than before.
Read more: Tight BoE vote to cut casts doubt on the path for rates
Bifurcated – How the US economy is splitting
The US economy has slowed and become bifurcated across consumers, the business environment and the labor market.
Read more: Bifurcated – How the US economy is splittingRead more →
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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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