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.
Will Asia construction survive rising construction costs?
The construction sector has seen a surge in activity following the gradual fading in Covid restrictions across different countries. However, the Russia-Ukraine conflict and continued lockdowns in China have further exacerbated supply chain constraints and increasing construction costs. In this webinar we will discuss the outlook for construction activity in Asia including the risks and implications of increasing construction costs.Find Out More
Frontier market turmoil: Argentina’s value, Sri Lanka’s crisis, Egyptian FX worries
Frontier markets will continue to be volatile in the near term, but bond valuations are attractive with plenty of arbitrage opportunities. We see value in Argentine bonds, as the country should benefit from higher commodity prices and liquidity risks are contained; we focus on the light at the end of Sri Lanka’s tunnel, with markets failing to price in the possibility of a successful IMF program; and also our concerns that further depreciation may be consistent with Egyptian stabilisation efforts.Find Out More