Events and Webinars

We run a worldwide programme of insightful conferences, roundtables, webinars and podcasts presented by our economic experts.

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Event
Global Economic Outlook Conference: Frankfurt and Munich

In-Person | April 25, 2024

There now is a broad consensus that in 2024 the world economy will have a soft economic landing and that easing inflation will allow central banks to cut rates soon. Here we explore some of the key themes and risks around the global economic growth and inflation outlook for this year and beyond, along with the broader implications for the Nordic economies.

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Event
Zurich: Global Economic Outlook Conference

In-Person | April 25, 2024

There now is a broad consensus that in 2024 the world economy will have a soft economic landing and that easing inflation will allow central banks to cut rates soon. Here we explore some of the key themes and risks around the global economic growth and inflation outlook for this year and beyond, along with the broader implications for the Nordic economies.

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Webinar
L’économie mondiale voit-elle le bout du tunnel?

Online | April 25, 2024

We expect growth in the Nordic economies to pick up but diverge this year with Denmark performing the best and Sweden the worst. In this webinar, we explore the key drivers of our Nordic macroeconomic, industry, and cities forecasts and the risks around them.

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Webinar
Field to Mine: Navigating New Horizons in Commodity Markets

with Diego Cacciapuoti, Kiran Ahmed, Toby Whittington and Stephen Hare | Online | April 25, 2024

Significant expansion in our commodities coverage means that we are now a one-stop shop for those seeking commodity price forecasts underpinned by robust economic and sector forecasting models. This webinar provides a forecast overview of the main commodities we forecast as well as the key commodity prices we have added this round – agricultural commodities and battery metals - and will provide an outline of the full list of commodities we have now added to our service.

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Webinar
Rising US economy not lifting all boats

with Barbara Denham and Bernard Yaros | Online | April 24, 2024

The US economy is doing well because of the strength of the labour market, past easing in financial market conditions and solid household and non-financial corporate balance sheets. Some of these supports will fade through the remainder of this year and the Federal Reserve could wait too long to begin normalizing monetary policy. The supply side of the economy is key to the outlook. Business formations will likely soften, and immigration will provide less support to labour force growth. Tune in to this webinar to learn more about the economy’s prospects, along with a focus on how metro areas differ in the labour market and immigration as a rising US economy hasn’t lifted all boats evenly.

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Webinar
European Travel Trends & Prospects Q1 2024

with Chloe Parkins, Menno Van IJssel and Diego Maldonado | Online | April 23, 2024

Europe made significant strides towards a complete recovery to pre-pandemic levels in 2023, and it is set to do so in 2024. In this webinar, we will delve into the latest travel trends across the region, exploring the anticipated effects of major sporting events this year. Additionally, MMGY TCI Research will be presenting the latest trends in Europe's destination reputation online through social listening, including some of the most prominent stories that have helped shape it. Additionally, the perceived sustainability of experiences and their value for money will be explored through sentiment data stemming from written reviews.

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Webinar
Global Climate Service – Differentiated outcomes

with Beatrice Tanjangco, Felicity Hannon and Charlie Muir | Online | April 22, 2024

The Global Climate Service quantifies the macroeconomic impacts of six climate scenarios against our Oxford Economics baseline. These scenarios help businesses understand the trade-offs and implications of climate mitigation. This quarter, we examine the cross-country and cross-scenario effects in more detail. This helps us better understand how different economic structures and policies can result in differing economic impacts from climate risk. For this webinar, we do a deep dive on select countries such as the US, China, and France.

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Webinar
Navigating Australia’s Property Market: Growth and Affordability Insights

with Maree Kilroy | Online | April 18, 2024

Australian house prices have regained momentum in early 2024, signalling a persistent mismatch between demand and supply across various regions and cities. The pass-through of interest rate cuts from late last year has the potential to further accelerate price growth and turnover. However, amidst these developments, the pressing question remains: which market holds the greatest potential for growth near-term?

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Webinar
Post-correction real estate opportunities on the horizon?

with Abigail Rosenbaum | Online | April 17, 2024

Solid US GDP growth and lower inflation in 2024 will lead the Fed to begin cutting rates mid-year. Rate cuts should stabilize investor confidence and bring the commercial real estate (CRE) pricing correction to an end this year. Once a recovery is underway in 2025, opportunities will start to emerge. In this real estate webinar, using our Relative Return Index (RRI), we highlight risk-adjusted investment opportunities for Global CRE in 2024 and beyond.

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Webinar
What the pandemic has taught us about inflation

with Ben May and Kiki Sondh | Online | April 16, 2024

When inflation first rose up in 2021, we argued it wasn't the start of a shift to a higher, more volatile inflation regime. Despite the big spike since, we maintain this view. In this webinar we explore some of the inflation lessons from the pandemic and assess the extent to which we have entered a new era for inflation targeting.

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Webinar
Cities in the medium term: we pick the likely winners and losers over the next five years

with Lawrence Harper-Scott, Barbara Denham and Richard Holt | Online | April 11, 2024

Among leading cities in the US, we forecast stable GDP growth in 2024, but decelerating growth over the subsequent four years. In Europe in contrast, the short-term outlook for the largest cities remains subdued, but the medium-term picture looks set to improve. In this webinar we will explain our views, and we will identify the likely winners and losers among cities around the world.

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Webinar
China’s New Manufacturing Push

with Louise Loo | Online | April 10, 2024

China’s industrial policy has played a pivotal role in its growth strategy over the past few decades. A renewed state-led push into “new industrialisation” and the “new productive forces” has the potential to accelerate the country’s move up the manufacturing value chain, but could also invite greater protectionist backlash and heighten China’s vulnerability to external demand shocks. We discuss these dynamics in greater detail and invite questions from our readers.

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Webinar
Risks to a US soft landing

with Ryan Sweet and Michael Pearce | Online | April 9, 2024

The economy is chugging along, and the outlook continues to turn a little rosier because of the strength of the labor market, easing in financial market conditions, solid household and nonfinancial corporate balance sheets along with disinflation. However, the economy is expected to moderate, leaving it vulnerable to anything that goes wrong.

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Webinar
Unveiling the key source markets – including China – for APAC tourism destinations

with Federico Chirico and Michael Shoory | Online | April 4, 2024

We will explore growth prospects for key source markets – both established and emerging – for tourists within the APAC region, and the expected destinations of those travellers. As part of this, we will touch on global and regional trends for outbound travel, and consider the latest developments and outlook for the recovery of the Chinese outbound market. This includes the continued importance of China as a driver of demand relative to other growing markets, and the implications for a range of destinations.

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Webinar
Central and Eastern Europe: More uneven than ever?

with Mateusz Urban and Tomas Dvorak | Online | April 3, 2024

A wide gap in economic performance has opened in the usually homogenous CEE region. Poland, Romania and, to a lesser extent, Slovakia have been consistently outperforming their Czech and Hungarian peers. We expect this divergence to narrow only partially in the near term. The gap in growth permeates into other economic areas too – the outperformers have to contend with more persistent, demand-driven inflation, halting the plans to loosen historically tight monetary policy. Many of the CEE governments have also been unusually fiscally active. We’ll be exploring the diverging macro outlook for the CEE region and some strategy implications in this EM webinar.

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Webinar
A health-check on China’s real estate and construction industries: Are we still on life support?

with Louise Loo, Nicholas Fearnley and April Skinner | Online | April 2, 2024

China’s property downturn continues to weigh on the outlook. Can we be hopeful that the economy will successfully decouple from its old property-led growth model? How much of an offset can state-led construction provide as authorities look to prop the economy up? Join us in a discussion between Louise Loo our China Macro-economist and April Skinner our China Construction economist, as we address some of the FAQs around China’s housing and construction sectors and take a pulse-check on property’s multi-year correction process. Key talking points: How far does China’s real estate downturn have to go? What are the longer term implications for building construction? How much can state-led infrastructure projects prop up the economy? Will the “New Three" Industries keep the economy afloat? Supply chain risks and what this means for costs and construction.

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Webinar
Asset allocation perspectives in a stronger for longer environment

with Daniel von Ahlen | Online | March 28, 2024

Our cross-asset framework points to a constructive stance on the global cycle and we think risk assets will outperform over the next 6-12m even if rich valuations suggest the upside will likely be limited. We suspect that the risk that inflation will stabilise above the Fed's target in H2 is still under priced by bond markets and remain cautious on duration. We discuss why equities will continue to edge higher but the pace of returns is likely to slow, and we see greater return potential in other asset classes such as credit.

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Webinar
Long-haul travel prospects as the sector moves beyond recovery

with Dave Goodger and Helen McDermott | Online | March 27, 2024

2023 marked the recovery of the travel sector to pre-pandemic levels, with complete recovery of international travel anticipated for 2024. However, long-haul travel has lagged wider activity to date. As we move towards peak travel months for many markets we will assess travel demand across major destinations and source markets in this webinar, including changes in short-haul and long-haul flows and the importance of capacity and travel policies. The impact of geopolitical tensions and perceptions of safety will be considered as well as sustainability trends and costs.

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Webinar
China’s fiscal policy: shifting from local to central

with Louise Loo and Betty Wang | Online | March 22, 2024

1/ Is the official budget enough to help achieve the implied optimistic GDP growth in 2024? 2/ Does the issuance of special treasury bonds suggest a shift of stimulus focus from local governments to the central government? 3/ What could be the potential sectors receiving fiscal support?

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