Oxford Economics

Join us on 13 March as we explore how the first shots of the tariff wars disrupt the industrial landscape Join us to hear about what we think is likely to happen in the near and medium term, how it will affect key industrial sectors and how things could deteriorate if trade actions escalate further. We will cover the state of European industry—why the industrial recession has lasted so long and what factors are holding back recovery. Register: https://okt.to/4jUnNE

Join us on the 12th of March for an exclusive webinar on the evolving tariff landscape and its impact on global trade As tariff policies under the Trump administration continue to evolve, businesses worldwide are navigating a rapidly changing trade environment. In this webinar, we will cover: - The latest developments in tariff policies - How trade flows are shifting, and which countries are most affected - Strategic responses from key nations impacted by these changes - What the future holds for tariffs and global trade This session will provide valuable insights for professionals seeking to stay informed and prepared for the challenges ahead. Register now: https://okt.to/PJOZpY

Is Germany's new coalition deploying a fiscal bazooka to tackle geopolitical shifts? https://okt.to/y5Bobw Germany's new fiscal proposal package includes three major changes: · Doubling the structural deficit by allocating an extra 0.35% of GDP to federal states. · Exempting defence spending above 1% of GDP from the debt brake, potentially allowing deficits beyond 2% of GDP. · Creating a €500bn infrastructure fund over ten years, exempt from debt rules, with 20% allocated to federal states. These measures mark a significant shift in Germany’s fiscal policy, loosening constraints to address geopolitical and economic challenges. #Germany #Fiscalpolicy #geopolitics

This infographic presents our Megatrends Scenarios model, which outlines various long-term global scenarios. The Q1 update features three key scenarios—Tech Revolution, Secular Stagnation, and Fractured World—analysing their effects on a broad range of macroeconomic and financial indicators. 📌 https://okt.to/xtj6bu #MegatrendsScenarios

How many women have served as mayor of New York City? Celebrating International Women’s Day, Oxford Economics Women+ Network (OEW+) answered the call to #AccelerateAction. Our OEW+ Network is an employee-led, global group dedicated to fostering and organising gender-driven discussions, networking opportunities and advocating for better diversity across the economics field. The network championed several events this IWD to facilitate powerful conversations, connections and celebrations. Want to join us in making a difference? Visit https://okt.to/buPgpi to check out latest openings. #InternationalWomensDay #IWD2025

On March 4, President Trump placed 25% blanket tariffs on Canada and Mexico, except Canadian energy products that would be subject to 10% tariffs, and an additional 10% across-the-board tariff on China. Shortly after the tariffs went into effect, the ones on Canada and Mexico were delayed for a second time. They are now set for April 2. We will regularly update our tariff monitor to track which goods are subject to tariffs, the economic implications, and how the Trump administration's trade policy is unfolding. Read the research: https://okt.to/2BdquL #tariffs #tradepolicy #ustariffs

We recently hosted an Executive Lunch for our guests in Singapore, joined by our Managing Director of Macro and Investor Services, Innes McFee, and China Lead Economist, Louise Loo It was a great opportunity to exchange views and gain valuable insights from Innes and Louise on the latest economic trends. A big thank you to everyone who attended – we hope you found the discussion insightful! #OxfordEconomics

🔍How is the demand for office space evolving across European cities?🏢 Read our latest blog to find out more: https://okt.to/Y7M4Ca We expect office-based employment to outpace total employment across Europe’s major cities in the medium term, with growth fastest in the northern European cities including Helsinki and Manchester. However, the office market faces a prolonged period of adjustment due to evolving work practices, especially hybrid working, which underwent a structural shift following the Covid-19 pandemic. We have combined the latest homeworking trends with our employment forecasts to provide an indication of the future demand for office real estate markets. Other factors that will influence future office demand include the shift towards high-quality premises in prime locations to meet higher energy-performance standards and to provide attractive work environments. Demand may also be impacted by rapidly advancing generative AI creating more streamlined workforces. #cities #forecasts #Europe #hybridworking #genai #realestate

Catch Innes McFee, Managing Director of Macroeconomic and Investor Services at Oxford Economics on CNBC Street's Signs Asia as he shares insights on the U.S. dollar outlook and why tariffs could be a drag on the U.S. economy. 📺 Watch the full interview here: https://okt.to/D20cFj

🔍 Which Spanish regions grew the fastest in 2023, and how accurate were our forecasts? 📈 To learn more about our Spanish Cities & Regions forecasts: https://okt.to/yXGI83 The latest regional accounts release from the INE show that our forecasts were accurate for many of Spain’s autonomous communities. This includes the major urban centres of Madrid, Cataluña, and Valencia, all of which were accurately predicted. We also correctly identified the Balearics and Canary Islands as the fastest growing regions of the country, driven by strong gains in the consumer-led sectors. In the regions surrounding Madrid (Castilla , Leon, and Castilla – La Mancha), economic growth was higher than we anticipated, largely due to ICT and agricultural performance in these locations.