First shots of the tariff wars disrupt the industrial landscape
The return of President Trump to the White House has been accompanied by a flurry of executive actions, statements, and threats that have brought on mild but notable downgrades to our forecasts for global macroeconomic and industrial growth. Underneath the hood however some sectors and some regions are much more exposed in both our baseline forecasts and in more damaging trade scenarios.
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 also cover the state of European industry—why the industrial recession has lasted so long and what factors are holding back recovery.
This webinar will be held on our new platform, ON24. Please check your junk and spam folders for your confirmation email.
Nico Palesch
Senior Economist
+44 203 910 8000
Nico Palesch
Senior Economist
London, United Kingdom
Nico is a Senior Economist within Oxford Economics’ Global Industry Service where he is responsible for monitoring and forecasting developments in the transportation & logistics sector, writing industry-related reports and research notes on sector-specific and cross-sector themes and issues, overseeing and expressing the house-view on industrial developments in our monthly publications, and working on bespoke consulting projects.
Nico holds a BSc Joint Honours Political Science and Economics from the University of Ottawa and an MSc Economics from the London School of Economics and Political Science, achieved with distinction.
Sean Metcalfe
Associate Director
+44 (0) 203 910 8111
Sean Metcalfe
Associate Director
London, United Kingdom
Sean is an Associate Director on the Industry team, where he forecasts the utility sector, helps shape the team’s views on the Global Industrial outlook and oversees the climate-related enhancements being made to the Global Industry Model.
Prior to joining Oxford Economics, Sean spent two years working for RBB Economics as a competition economist. At RBB he was involved in the economic assessment of competition cases across a range of industries, including antitrust investigations in the telecommunications sector.
Sean holds an MSc in Economics from the London School of Economics and a BSc in Economics from the University of York.
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