What bubble? By this measure, the AI boom still isn’t at dotcom bust levels Another key difference between now and the earlier boom-bust era is that the Federal Reserve is lowering rates instead of raising them. Fortune · Oct 3, 2025
The Nations And Firms Threatened By Trump's Pharma Tariffs Donald Trump has shocked the global drug industry by announcing 100-percent tariffs on all branded, imported pharmaceutical products -- unless companies are building manufacturing plants in the United States. International Business Times · Sep 26, 2025
If you can't work out why you're struggling when the economy is doing OK, it's because you're on the losing side Oxford Economics finds that tariffs, labor dynamics, and policy shifts have hit younger and lower-income households hardest. Fortune · Sep 25, 2025
The Fed May Cut Less Than You Think, And That Could Hit Stocks Hard: Oxford Economics In an exclusive interview with Benzinga, John Canavan, lead analyst at Oxford Economics, struck a cautiously optimistic tone on the U.S. economy heading into 2026, but warned that the market's growing obsession with aggressive rate cuts and tech stock dominance may be ignoring some inconvenient truths. Benzinga · Sep 24, 2025
German business sentiment drops: Is the ambitious fiscal plan at risk? Germany’s business sentiment fell in September, raising doubts over recovery despite fiscal stimulus. Execution delays, labour shortages, and sector bottlenecks risk dragging on growth. Meanwhile, European stocks trail Wall Street as investor focus shifts. Euronews · Sep 24, 2025
Why a decline in the UK's university sector is a threat to GDP UK universities face a funding crisis that could cost the overall economy, but mostly impact a few already fragile regions, said Oxford Economics in a recent report. Euronews · Sep 13, 2025
Prices Are Rising, Jobs Are Gone — Can The Fed Stop A Stagflation Spiral? An unsettling mix of rising consumer prices and surging layoffs is amplifying fears of stagflation right at the end of the third quarter, putting the Federal Reserve in an increasingly untenable position as it weighs a rate cut next week. Benzinga · Sep 11, 2025
European Central Bank leaves key deposit rate unchanged at 2% As analysts widely expected, the European Central Bank kept its benchmark interest rate untouched on Thursday. This comes as the eurozone economy shows signs of resilience and inflation remains close to the ECB’s 2% target. Euronews · Sep 11, 2025
Political instability in France: How does it impact the economy and investments? Economic risks are emerging in France while political instability looms, as the third government is in danger of falling in little over a year. Further attempts to tackle the country’s enormous debt could be choked until after the next presidential election in 2027. Euronews · Sep 4, 2025
Social Security and Medicare cuts are coming because the bond market will eventually bring Congress to its knees, economist says "A sharp upward repricing of the term premium for longer-dated bonds could force Congress back into a reform mindset." Fortune · Aug 31, 2025
Even a 1% mortgage rate drop could be enough to 'unlock' the frozen housing market, Oxford Economics says A lower rate should be “enough of an incentive” for some homeowners to sell their homes and trade up, opening up inventory. Fortune · Aug 13, 2025
Top 20% Drive America's Economy While 80% Grapple Inflation — Here's Why This Spells Trouble America's consumer engine is leaning harder than ever on the rich, with new Moody's data showing the top 20% of earners now account for more than half of all spending while outlays by middle- and lower-income households flatline. Benzinga · Aug 12, 2025
China’s fertility crisis is so dire, rates are falling below ‘replacement levels,’ and GDP could slow by more than half in the next 30 years, study says According to a new report from Oxford Economics, the potential output growth for China could fall from around 4% in the 2020s to less than 2% by the 2050s. Fortune · Aug 4, 2025
Eurozone growth slows: Spain leads and Germany contracts Eurozone GDP rose just 0.1% in the second quarter of 2025, down from 0.6% in Q1, as Germany and Italy slipped into contraction. Spain led growth at 0.7%, while France surprised with 0.3% growth. Euronews · Jul 30, 2025
Al Jazeera · Jul 29, 2025 As Trump’s August 1 deadline looms, tariffs are here to stay, experts say Trump’s protectionist moves likely to keep pushing countries to lessen their reliance on the US, analysts say.
International Business Times · Jul 27, 2025 US Fed Poised To Hold Off On Rate Cuts, Defying Trump Pressure The US central bank is widely expected to hold off slashing interest rates again at its upcoming meeting, as officials gather under the cloud of an intensifying pressure campaign by President Donald Trump.
Fortune · Jul 24, 2025 Oxford Economics says the crumbling housing market will continue deteriorating because of two key factors Home prices are 55% higher than they were at the beginning of 2020.
Benzinga · Jul 23, 2025 Trump's Japan Trade Deal Just Triggered A 2008-Style Bond Market Earthquake Japan's 10-year bond yields surged to 1.59% on Wednesday—levels not seen since 2008—as markets reeled from a new U.S. trade deal and political turmoil surrounding Prime Minister Shigeru Ishiba.
Fortune · Jul 18, 2025 Trump’s tariffs are tipping Europe toward recession The U.S. is Europe and Britain’s largest export market. About 20% of EU exports go to the U.S. at a value of around $581 billion. Europe’s trade doesn’t immediately have anywhere else to go.
Kiplinger · Jul 15, 2025 This is the Best CD to Get Amid Rate Uncertainty This CD helps you earn more than 4%, with quick access to your cash if you need it.
Fortune · Jul 9, 2025 There's a 'growing risk' Fed will have to cut interest rates by 50 basis points in December to 'catch up' to a sagging labor market, Oxford Economics Interest rate cuts could mean the economy is in the clear after the spring’s recession fears—or the labor market suddenly collapsed.
Fortune · Jun 12, 2025 New grads are struggling to find jobs and they're being locked out of the labor market because of 3 key factors "Entry-level roles are in short supply.”
Al Jazeera · Jun 11, 2025 ‘Save what we can’: Economic uncertainty, Trump rhetoric hits US travel US travel industry has been hit by domestic consumers cutting back and foreigners snubbing country over Trump rhetoric.
International Business Times · May 15, 2025 US Retail Sales Little Changed, Signs Of Pullback After Pre-tariff Rush Retail sales in the United States were near-flat in April, government data showed Thursday, with indications that spending is slowing after consumers rushed to beat higher prices from President Donald Trump's sweeping tariffs.
Fortune · May 2, 2025 Damn the torpedoes! Stocks go full speed ahead despite declining U.S. shipping and manufacturing data Buying momentum continued in Asia and European stock markets today, and S&P futures were priced up this morning.