US macro, industries, and regions webinar – How will Omicron’s spread impact the economic recovery?
Topic: 2022 is off to a grim start, with Covid case rates already vastly exceeding previous infection waves, public officials in certain regions re-imposing containment measures, and consumers and businesses treading more cautiously. What’s more, executives across an array of industries are stressed by significant supply-side disruptions, pushing up prices and making it hard for them to meet demand. The unresolved health situation, a growing fiscal drag, and a more hawkish Federal Reserve will make for a delicate economic rebalancing this year. But while the recovery will face headwinds, the economy is in a very different place today than in 2020 and 2021. Tune in to learn more about what we think is in store for the US economy – with a spotlight on the path ahead for US industries and regions.
Oren Klachkin | Lead Economist
Oren covers sub-national US economic developments, provides analysis of high-frequency economic indicators and coordinates views across the US macro, industry and cities & regions teams. Prior to re-joining Oxford Economics in 2019, he worked as a Global Economist at Citi, an Economist at IHS Global Insight where he covered the MENA economies and as a Research Associate at ConvergEx Group where he analyzed developments in capital markets.
Lydia Boussour | Lead Economist
Lydia joined Oxford Economics in 2018. She primarily covers US economic and monetary policy developments and provides analysis of high-frequency economic indicators. Prior to joining Oxford Economics, Lydia spent five years at Evercore ISI as a US economist, providing clients with timely analysis on the US economy. She also worked at Société Générale in London and New York as a research associate on the global economics team.
Key themes for 2024 – another year of price weakness
Energy and metal markets have experienced a sharp reversal in prices this year, as we expected, diminishing the Super cycle thesis of our competitors. In this webinar, we examine the key themes affecting commodity markets in 2024 as the energy transition gathers pace and discuss our leading calls for prices in the year ahead. Overall, we expect another year of price weakness as we forecast the global economy to grow at its slowest pace since the global financial crisis, excluding the pandemic. We also anticipate supply to improve across commodity markets next year, which will further weigh on prices.Find Out More
Why tourism will continue to grow in 2024: key themes to watch in the year ahead
There are reasons for continued optimism as we look ahead into 2024 for the travel sector, and we retain a bullish outlook despite several clear risk factors. Within this webinar we will explore the emerging trends that will drive continued growth in demand and travel spending, how this will differ from prior years, as well as discussing some of the key risks to this outlook.Find Out More