EM crisis policies appropriate and sustainable (but with inflation clouds)
Hats off to EM policymakers, whose deployment of an unprecedented battery of monetary and prudential policies continues to deserve the favourable response from asset markets. We shall argue their debt and long Covid legacies are generally manageable, but some short-term inflationary concerns will bother policy this year.
Please note that we will be holding one webinar each for APAC, EMEA and Americas friendly timezones:
- APAC – Friday 19th February | 14:00 HKT
- EMEA – Friday 19th February | 10:00 GMT
- Americas – Friday 19th February | 16:00 EST
Gabriel Sterne | Head of Global Strategy Services and EM Macro Research
Gabriel delivers macro-economic products tailored for the financial markets, as Head of a team that integrates global strategy and EM macro views. Recently he has published most on populism, demographics and other drivers of low global yields, and the evolution of global fragilities as expansions mature. On the EM side he is a global expert on sovereign crisis and debt restructuring issues.
Marcos Casarin | Chief Latin American Economist
Marcos is the Chief Economist for Latin America at Oxford Economics, based in Mexico City. Following a six-year stint in London, he relocated to Mexico City in 2018 to run the firm’s Latin America operation locally. Marcos is responsible for developing Oxford’s in-house view on the region, as well as producing the macroeconomic forecasts for Brazil. He manages a team of economists who produce regional and country-specific research pieces on over 30 countries, as well as contributes to the editorial line of Oxford Economics globally.
Global scenarios – Middle East escalation
This webinar examines the key insights from our latest Global Scenarios Service. We examine the risks posed by an escalation of the Israel-Hamas war, as well as the potential fall-out from increased China-Taiwan tensions and a period of higher for longer interest rates. We also highlight the latest findings from our regular Global Risk Surveys.Find Out More
China in 2024: What will the Year of the Dragon bring?
We discuss our outlook and macro themes for China in 2024. Without a reopening boost, the economy amid a multi-year credit clean-up process, and persistent regulatory uncertainties onshore, a more tenuous macro environment is likely to necessitate easier-for-longer policy settings.Find Out More