Category: Banking & Financial Services
Banking & Financial Services market research reports by Oxford Economics
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Macro - Weekly Briefings - Emerging Markets
Macro - Weekly Briefings - Emerging Markets After an uncertain start to 2022 due to a new wave of the pandemic, emerging markets (EMs) face new headwinds stemming from the sharp escalation of the Russia-Ukraine conflict. The impact on growth will be dramatic in Russia and Ukraine, significant in eme ... Read More
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Macro - Country Economic Forecasts - Eurozone
Macro - Country Economic Forecasts - Eurozone We are lowering our forecast for the eurozone economies in light of Russia's invasion of Ukraine. The speed at which events are unfolding means that uncertainty remains extremely high, with risks skewed to the downside. Our new projections see a combinat ... Read More
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Macro - Country Economic Forecasts - United States
Macro - Country Economic Forecasts - United States The US economy faces shifting headwinds. The Omicron wave has now been largely contained but higher inflation and greater uncertainty triggered by Russia's invasion of Ukraine have emerged as key risks. We anticipate real GDP will grow by 3.4% this ... Read More
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Macro - Country Economic Forecasts - United Kingdom
Macro - Country Economic Forecasts - United Kingdom We expect Russia's invasion of Ukraine to mean energy prices will stay higher for longer, pushing up UK inflation further and weakening growth. The energy price cap will delay some of the pain for consumers and mean the bigger hit to activity comes ... Read More
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Weekly Economic Briefings - Eurozone Weekly Economic Briefing - Eurozone
Weekly Economic Briefings - Eurozone Weekly Economic Briefing - Eurozone Russia’s invasion of Ukraine means that the economic impact of the conflict on Europe will be larger than we previously assumed. Our new baseline sees higher gas, oil and food prices over the medium term, as well as increased d ... Read More
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Weekly Economic Briefings - Emerging Markets Weekly Economic Briefing
Weekly Economic Briefings - Emerging Markets Weekly Economic Briefing With Russia now intent on installing a puppet government in Ukraine, we have moved our global baseline in line with our scenario for a full-scale invasion. Equity returns around previous geopolitical events are mostly comforting f ... Read More
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Weekly Economic Briefings - Uk Weekly Economic Briefing
Weekly Economic Briefings - Uk Weekly Economic Briefing A jump in commodity prices following Russia’s attack on Ukraine points to inflation staying higher for longer, adding to the squeeze on real incomes. A rise in Bank Rate in March is still live, but anything beyond a 25bps hike now look off the ... Read More
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Weekly Economic Briefings - Us Weekly Economic Briefing
Weekly Economic Briefings - Us Weekly Economic Briefing The Russian invasion of Ukraine will exacerbate existing inflation pressures, keeping inflation higher for longer. The war poses downside risks to the US economy as well, but the risks to inflation are greater and leave the Fed on track to begi ... Read More
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Weekly Economic Briefings - Eurozone Weekly Economic Briefing - Eurozone
Weekly Economic Briefings - Eurozone Weekly Economic Briefing - Eurozone Tensions between Russia and Ukraine continue to put pressure on energy prices, which remain at extremely high levels. Barring a quick resolution of the conflict, high energy prices are likely to keep eurozone inflation elevated ... Read More
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Weekly Economic Briefings - Uk Weekly Economic Briefing
Weekly Economic Briefings - Uk Weekly Economic Briefing The lifting of Covid restrictions on January 27 adds to hopes that the worst of the pandemic is in the past and should boost consumer sentiment. But these positives face off against rising inflation and growing cost of living pressures. ... Read More
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Weekly Economic Briefings - Uk Weekly Economic Briefing
Weekly Economic Briefings - Uk Weekly Economic Briefing A strong outturn for November took the output measure of GDP above its pre-pandemic peak. Given GDP is likely to have fallen in December, the quarterly version probably didn’t pass this landmark in Q4. However, timely data suggests the hit from ... Read More
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Weekly Economic Briefings - Eurozone Weekly Economic Briefing - Eurozone
Weekly Economic Briefings - Eurozone Weekly Economic Briefing - Eurozone Strong industrial production numbers for November offer some hope that the worst is over, supporting our view of a gradual resolution of supply-side issues. Moreover, the strong gains in Spain and Italy could very likely result ... Read More
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Weekly Economic Briefings - Us Weekly Economic Briefing
Weekly Economic Briefings - Us Weekly Economic Briefing While the Fed will walk a tightrope to avoid an excessive tightening of financial conditions and support continued labor market healing, policymakers look set to move swiftly to confront the strongest inflation readings in 40 years. We now see ... Read More
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Weekly Economic Briefings - Emerging Markets Weekly Economic Briefing
Weekly Economic Briefings - Emerging Markets Weekly Economic Briefing Emerging Markets (EM) enter 2022 facing a resurgent pandemic, threatening some softening in demand in Q1, alongside continued supply-chain disruption. Apart from China, most governments have not tightened Covid-related curbs to an ... Read More
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Weekly Economic Briefings - Emerging Markets Weekly Economic Briefing
Weekly Economic Briefings - Emerging Markets Weekly Economic Briefing In Kazakhstan, protests against fuel price hikes have led to violent clashes with government forces in Almaty. President Tokayev has used the conflict as a pretext for completing the transfer of power from former President Nazarba ... Read More
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Weekly Economic Briefings - Eurozone Weekly Economic Briefing - Eurozone
Weekly Economic Briefings - Eurozone Weekly Economic Briefing - Eurozone The news for Europe at the start of the year has been mixed. The spread of the Omicron variant has resulted in a predictable surge in infections, in many countries widely surpassing previous waves. But there continue to be enco ... Read More
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Weekly Economic Briefings - Uk Weekly Economic Briefing
Weekly Economic Briefings - Uk Weekly Economic Briefing That movements in consumer credit and households’ savings in November returned to levels more akin to pre-Covid norms offered further indication that activity was growing at a decent pace in Q4 before Omicron struck. ... Read More
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Weekly Economic Briefings - Us Weekly Economic Briefing
Weekly Economic Briefings - Us Weekly Economic Briefing The December jobs report showed the first signs of strain due to the surge in Covid cases, with payroll gains falling short of expectations. We expect the Omicron wave to constrain the labor market further early in 2022, with hiring held back b ... Read More
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