Fed’s 2021 Challenges: Millions unemployed and fears of spiraling inflation
The Fed’s new monetary policy framework is being tested by rising expectations of faster economic growth and inflation. However, despite improvements in health conditions, vaccine dissemination, and significantly more fiscal stimulus, we don’t foresee a “large and persistent” rise in inflation or quick recovery in the labor market. This means the Fed will maintain its very accommodative policy stance.
Please note that we will be holding one webinar each for Americas, EMEA and APAC friendly timezones:
- Americas – Thursday 18th March | 11:30 EST
- EMEA – Friday 19th March | 13:00 GMT
- APAC – Monday 22th March | 10:00 HKT
Kathy Bostjancic | Chief US Financial Economist
Kathy Bostjancic is Head of U.S. Macro Investor Services. She is responsible for assessing the impact of macroeconomic forecasts and analyses on the financial markets. She will present the economic outlook and market implications to U.S. asset managers and other clients, and she will be a media spokesperson. Kathy will also lead and collaborate on multiple consulting projects for U.S. clients.
Gregory Daco | Chief US Economist
Gregory Daco is Head of US Macroeconomics at Oxford Economics. He is responsible for producing the US economic outlook using Oxford Economics’ proprietary Global Economic Model. Greg tracks and forecasts high-frequency indicators, and oversees the production of thematic research pieces on the US economy, the Federal Reserve, financial markets and fiscal policy. He is also responsible for presenting the global outlook to clients and partners, and liaising with the media.
Global industrial outlook for 2023 remains weak
We will present an overview and the highlights of our latest quarterly industry forecast update. Key topics include the positive developments in Europe with respect to energy prices and supply, frontloaded recovery in China after the end of zero-Covid policy and how the evolution of inflation and interest rates will keep industrial prospects weak in the near term.Find Out More
Why the cruise sector will rebound faster than after the Great Recession
The cruise sector was hit following the Great Recession by continued increases in capacity while travel demand slowed sharply – deep discounting was required at that time to spur demand. We are now seeing an apparent parallel trend as new cruise capacity spiked in 2022, despite travel remaining well below pre-pandemic norms in most destinations. In this webinar we describe the amount of additional new capacity that will be launched in coming years as well as demand expectations and why we believe sector recovery and cruise pricing will differ in this current cycle.Find Out More