[Podcast] The Macrocast: September 2021
[Episode 6] This episode focuses on the outlook for the remainder of 2021, particularly regarding how the spread of the Delta variant has affected our forecasts, how we see inflation progressing, and what that means for monetary policy.
About Oxford Economics Macrocast: Hosted by Julia Faurschou, each month we’ll discuss some of the key themes driving the macroeconomic agenda. Featuring interviews with top Oxford Economists, we’ll dig into our research pipeline to tell you what’s on our minds and what we’ll be writing about in the coming weeks. By tuning in each month, listeners will get an early picture of what to watch out for and the thinking behind our research.
This Podcast is available to listen to on-demand until the 7th October 2021.
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