Your search for sustainability returned 16 reports.
   Publisher:  Oxford Economics
   Published:  Last 3 Years
   Price:   under 1000
   Region: All Regions North America

  • Macro - Weekly Briefings - US

    We are updating our baseline forecast to include a more aggressive ramp up in tariffs, reflecting the increased tariffs on China that went into effect this week and the temporary reprieve from tariffs on Mexico and Canada. As a result, we now think economic growth will slow a little, inflation will ... Read More

  • Macro - Country Economic Forecasts - Canada

    We forecast GDP growth of 1.5% in 2025 and 1.7% in 2026, unchanged from last month. Looser financial conditions and temporary fiscal stimulus will support the economy in early 2025. But a shrinking population, US tariffs, and trade policy uncertainty will also drag on growth. ... Read More

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  • Analysis by Region - North America - US

    ... although yields should fall further as the year progresses, provided the improving inflation trend is sustained ... Read More

  • Analysis by Region - Emerging Markets - Mexico

    Our 2025 GDP growth forecast for Mexico remains at 1.7%, well above the consensus of 1.0%. This unchanged from last month and slightly above our 1.5% growth estimate for 2024. Risks to our forecast for this year are tilted to the downside, but we believe markets are overly pessimistic about the poss ... Read More

  • Macro - Weekly Briefings - US

    Macro - Weekly Briefings - US The September data on consumer and producer prices were mixed, but it doesn't alter our near-term forecast for the Federal Reserve to cut interest rates by 25bps at each of its two remaining meetings this year. ... Read More

  • Macro - Weekly Briefings - US

    Macro - Weekly Briefings - US Long-term interest rates trended higher over the past several weeks but the increase doesn't pose a significant downside risk to our forecast. Some of the increase is attributed to the bond market betting on former President Donald Trump winning the election, sugges ... Read More

  • Macro - Weekly Briefings - US

    Macro - Weekly Briefings - US The Federal Reserve will kick off its rate-cutting cycle at next week's Federal Open Market Committee meeting, with the only outstanding question being whether the Fed will lower rates by 25bps or 50bps. We think the data only justifies a 25bp cut. ... Read More

  • Macro - Weekly Briefings - US

    Macro - Weekly Briefings - US The lull in the economy during the first three months of the year proved to be temporary. The reacceleration in GDP growth in Q2 should help temper concerns about the durability of the expansion and quiet chatter that the Federal Reserve needs to cut inte ... Read More

  • Macro - Weekly Briefings - US

    Macro - Weekly Briefings - US The July Federal Open Market Committee minutes and Federal Reserve Chair Jerome Powell's speech at Jackson Hole provided another clear signal that the Fed will cut rates in September. We think it would take a large, negative surprise in the labor market data between ... Read More

  • Macro - Weekly Briefings - US

    Macro - Weekly Briefings - US The Federal Open Market Committee's updated economic projections point to just one rate cut this year, but those forecasts are already outdated as they don't capture the good news on inflation reported this week. We continue to expect two rate cuts this year, wi ... Read More

  • Macro - Weekly Briefings - US

    Macro - Weekly Briefings - US The data released this week signaled the possible start of a course correction for inflation that should keep the Federal Reserve on track to begin rate cuts later this year. The Fed will need to see more than one positive report on inflation before lowering rates, but ... Read More

  • Analysis by Region - North America - US

    Analysis by Region - North America - US Treasury yields climbed steadily throughout this past week as bearish data caused Fed rate cut expectations to shrink, supply pressures weighed, oil prices rose, and technical support levels failed. Three-year through seven-year yields rose more than 25bps as ... Read More

  • Industry - Country Industry Forecasts - United States

    Industry - Country Industry Forecasts - United States US industrial production growth has been revised up to grow 2.1% in 2024, and gradually cool down in 2025 with 1.5% growth. We expect to see positive sequential quarter-on-quarter growth every quarter this year except for Q4. We continue to belie ... Read More

  • Macro - Weekly Briefings - US

    Macro - Weekly Briefings - US The Federal Open Market Committee pivoted from its hawkish stance this week, sending a strong message that rate cuts are done and that concern about the downside risks to the economy from restrictive monetary policy will play a bigger role in policy decisions going forw ... Read More

  • Macro - Weekly Briefings - US

    ... shock's short, temporary nature means significant production and revenue losses won't be sustained ... Read More

  • Macro - Weekly Briefings - US

    ... And the dollar was also little changed after struggling to sustain any gains through 1.05 against the ... Read More

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