Category: Manufacturing & Construction
Manufacturing & Construction market research reports by Oxford Economics
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Macro - Weekly Briefings - Eurozone
Macro - Weekly Briefings - Eurozone Consumer inflation expectations for the next 12 months have rebounded to 5%, despite falling headline inflation. Longer-term expectations also rose sharply, with three-years ahead inflation seen at 2.9%, markedly above the 2% ECB target. ... Read More
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Macro - Weekly Briefings - Eurozone
Macro - Weekly Briefings - Eurozone PMI data released this week suggest that activity in the eurozone gained some momentum at the start of Q2. However, as the disappointing Q1 GDP growth figures showed, the disconnect between real activity data and strong surveys means that the growth outlook is sti ... Read More
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Macro - Country Economic Forecasts - United States
Macro - Country Economic Forecasts - United States Recent stress in the banking system and tighter lending standards will result in a more severe, but still mild, recession in H2 2023 than we previously anticipated. Though banking stress has eased, the economic costs will be incurred with a lag, and ... Read More
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Macro - Country Economic Forecasts - Lebanon
Macro - Country Economic Forecasts - Lebanon We now expect Lebanon's economy to stagnate this year after we cut our GDP forecast by 2ppts. Following a fifth year of economic contraction in 2022, Lebanon appears no closer to a recovery. The latest PMI data signal tentative stabilisation in busine ... Read More
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Macro - Weekly Briefings - Eurozone
Macro - Weekly Briefings - Eurozone The most noteworthy news in this holiday-shortened week in the eurozone was perhaps the lack of any from European banks. Equity markets including bank stocks were stable after last week's rebound. Risk gauges eased, and systemic stress abated. And while financ ... Read More
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Analysis by Region - Emerging Markets - Nigeria
Analysis by Region - Emerging Markets - Nigeria The second leg of Nigeria's general elections took place on March 18, with 28 of the country's 36 states voting for their governor and state representatives. There were reports of violence, voter intimidation, and attacks on polling stations, w ... Read More
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Macro - Weekly Briefings - Eurozone
Macro - Weekly Briefings - Eurozone The eurozone economy is in a state of high alert, as investors continue to digest the turmoil affecting the banking sector in recent weeks. While risks of systemic contagion still look limited, sentiment indicators are already reflecting the increased concerns abo ... Read More
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Industry - Global Industry Forecasts - Chemicals
Industry - Global Industry Forecasts - Chemicals While energy prices have fallen sharply, we do not expect sectoral production to pick up meaningfully until H2 2024. Even with interest rates likely to fall over the next few months, we expect higher interest rates from previous periods to dampen grow ... Read More
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Industry - Global Industry Forecasts - Construction
Industry - Global Industry Forecasts - Construction Global construction output is expected to rise 2% in gross value-added terms in 2024, an upward revision of 0.6%, after climbing by 3.7% in 2023. Construction in emerging markets will contribute far less to global growth with India and China foreca ... Read More
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Macro - Weekly Briefings - Eurozone
Macro - Weekly Briefings - Eurozone This week's ZEW survey confirms the messages from previous releases – with inflation slowing and an energy crisis a more remote risk, confidence has been improving. Meanwhile, ECB communications remain hawkish, although as its Chief Economist Philip Lane recen ... Read More
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Macro - Weekly Briefings - Eurozone
Macro - Weekly Briefings - Eurozone The "bomb cyclone" that swept across the US this week will only shave at most a few basis points off Q4-22 GDP growth and doesn't necessitate any major changes to our baseline forecast. Some industries will be disrupted, but the shock's short, te ... Read More
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Macro - Weekly Briefings - Eurozone
Macro - Weekly Briefings - Eurozone The Ifo results for Germany and the eurozone consumer confidence survey both followed other indicators higher in December, reinforcing perceptions that sentiment has bottomed out as Q4 progressed. At face value, this also signals some upside risk to our expectatio ... Read More
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Macro - Weekly Briefings - Eurozone
Macro - Weekly Briefings - Eurozone The ECB hiked interest rates by 50bps at its meeting yesterday and announced the start of quantitative tightening from March. Moreover, the ECB sent a very hawkish message by indicating there will be further rates hikes of similar magnitude in the future. We will ... Read More
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Macro - Weekly Briefings - Eurozone
Macro - Weekly Briefings - Eurozone The eurozone economy has shown remarkable resilience so far, but the cracks are starting to appear in the economic data. Falling retail sales and exports in Germany and sharp declines in French consumer sp ... Read More
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Macro - Weekly Briefings - Eurozone
Macro - Weekly Briefings - Eurozone Hard data released this week confirmed that activity in the eurozone held up better than expected in Q3 despite widespread recession fears. The 0.2% GDP expansion shown by preliminary estimates was confirmed, while data for industrial production in September came ... Read More
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Macro - Weekly Briefings - Eurozone
Macro - Weekly Briefings - Eurozone Hard data released this week confirmed that activity in the eurozone held up better than expected in Q3 despite widespread recession fears. The 0.2% GDP expansion shown by preliminary estimates was confirmed, while data for industrial production in September came ... Read More
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Macro - Weekly Briefings - Eurozone
Macro - Weekly Briefings - Eurozone The surge in gas prices this week has laid bare the fact that the eurozone faces a long, cold winter. Gas futures have risen sharply over the past weeks and are now much higher than our baseline forecast for the coming quarters. If gas price dynamics do not revert ... Read More
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Industry - Monthly Industry Briefings - Engineering and metal goods
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Industry - Monthly Industry Briefings - Industrial & building materials
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Industry - Monthly Industry Briefings - Food, beverages & other consumer goods
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Industry - Monthly Industry Briefings - Construction
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Industry - Monthly Industry Briefings - Electronics & Computers
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Analysis by Region - Latin America - Peru
Analysis by Region - Latin America - Peru We downgraded our 2022 GDP growth forecast for Peru by 0.5ppt to 2.2% as less expansive fiscal policies and higher interest rates will slow the economy. While GDP grew by a decent 0.9% q/q in Q1, prospects for Q2 were cut to -0.8% q/q due to social unrest in ... Read More
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Industry - Monthly Industry Briefings - Engineering and metal goods
Industry - Monthly Industry Briefings - Engineering and metal goods The outlook for global industrial output remains fairly subdued this year, with preliminary forecasts reporting growth of 3.5%, slightly down on April’s interim update. Soaring commodity prices alongside contractionary monetary poli ... Read More
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Industry - Monthly Industry Briefings - Construction
Industry - Monthly Industry Briefings - Construction The outlook for global industrial output remains fairly subdued this year, with preliminary forecasts reporting growth of 3.5%, slightly down on April’s interim update. Soaring commodity prices alongside contractionary monetary policy are set to b ... Read More
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