US macro, industries and regions webinar: How will the economy heal from Covid-19 in 2021?
Vaccines are slowly bringing the end of the Covid crisis into view, but the pandemic still risks posing a serious stumbling block for the recovery this year. Join us as we explore the dynamics in store for the US economy at the macro, industry, and regional levels in 2021.
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 | Senior 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.
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
Latin America’s winners and losers from the war in Ukraine
As a relevant commodity exporter, Latin America stands to benefit from the generalized increase in prices for raw materials. But the gains will not be uniform across all countries or across all sector of the economy, as the renewed rise in inflation will squeeze consumers' incomes and savings.Find Out More