Events, Webinars and Podcasts

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

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Webinar
Latin America’s exposure to an asset crash scenario

with Marcos Casarin and Joan Domene | Online | March 30, 2023

The failure of regional banks in the US did not change our baseline forecast for asset prices, central bank policy or the real economy in Latin America. But it was a reminder that the Fed could cause accidents along the way in its fight against inflation and Latin America could become a casualty in the process. Marcos Casarin and Joan Domene will provide an update on the outlook and risks for the region with a focus on its two largest economies, Brazil and Mexico.

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Webinar
Commodities demand: China to the rescue?

with Toby Whittington, Diego Cacciapuoti, Kiran Ahmed and Stephen Hare | Online | March 23, 2023

China’s abrupt reopening caused commodity prices to jump earlier this year but questions remain about the strength of its recovery. We examine the extent to which China will support commodity demand this year whilst also discussing the supply-side outlook in commodity markets and implications for prices.

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Webinar
Disinflation will trigger some EMs to pivot ahead of the Fed

with Gabriel Sterne and Lucila Bonilla | Online | March 22, 2023

We examine which EM central banks will win the race to pivot, focusing on differences the extent to which core and services sector inflation generate persistence. Our historical analysis suggest EMs are able to get ahead of Fed pivots.

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Webinar
Brighter skies ahead for global air passenger demand

with Stephen Rooney and Paulos Ashebir Lakew | Online | March 21, 2023

While the economic slowdown is weighing on air passenger demand growth in advanced economies, excess savings will continue to allow realisation and prioritisation of some lingering pent-up demand. Domestic passenger volumes are expected to return to pre-pandemic levels this year in a number of markets, including the US. Growth will now be more evident for emerging markets, and notably for China with a clear timeline for re-opening now established and some uptick in outbound travel demand already evident as a result.

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Webinar
Global Webinar: Financial stresses add to the downside risks to world growth

with Ben May and Innes McFee | Online | March 20, 2023

We’ve recently revised up our world GDP growth forecast for 2023 modestly and continue to see only modest recessions at worst in key advanced economies. The recent failures of Silvergate Capital and Silicon Valley Bank (SVB) have nonetheless highlighted the risk of a more substantive and disorderly further tightening in financial conditions which could in turn have adverse spillovers to the real economy. In this webinar, we set out why we have kept our baseline forecasts unchanged in response to these recent events and set out what we would need to see from here to trigger a substantive downward revision to our baseline forecasts.

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Webinar
Global Construction Futures – global construction up US$4.2 trillion by 2037

with Graham Robinson, Jeremy Leonard, James (Aon), Tariq (Aon) and Bob (Aon) | Online | March 16, 2023

As China pivots from its Zero Covid policy and with growth in the US and most European markets expected to be negative or flatlining this year – what are the medium- and longer-term futures for the global construction industry? We expect growth engines to drive global construction up US$4.1 trillion by 2037. Global Construction Futures is the next in a series of global forecasts for construction to be published by Oxford Economics with the support of the global Construction and Infrastructure leadership team at Aon. Global Construction Futures will be launched on 16 March 2023 to a global construction industry audience. Oxford Economics will present the key highlights from the forecasts for construction and a panel of industry leaders will give their perspectives on the global construction market.

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Webinar
Global industry in for weak 2023 even with China’s reopening

with Jeremy Leonard and Nico Palesch | Online | March 15, 2023

We will present an overview and the highlights of our latest quarterly industry forecast update. Key topics include the stronger-than-expected end to 2022, the end of China's zero-Covid policy, positive developments in Europe with respect to energy prices and supply, and how the evolution of inflation and interest rates will keep industrial prospects weak in the coming months.

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Webinar
Global scenarios: Policy peril

with Jamie Thompson and Manuela Kiehl | Online | March 13, 2023

This webinar examines the key insights from our latest Global Scenarios Service, including the sensitivity of monetary policy and economic activity to near-term price developments. We highlight in particular the potential implications for the global economy of a stronger Chinese recovery and higher-than-expected inflation.

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Webinar
China: After the Two Sessions

with Louise Loo and Lloyd Chan | Online | March 10, 2023

The annual “Two Sessions” in China this year will see a change in personnel at the top levels, potential changes to party restructuring and major financial regulators, as well as the unveiling of key economic targets for 2023, amid the fierce confluence of domestic and external headwinds. Longer-term structural challenges, including China’s growth model transition and ageing demographics, will also dominate policy discussions. This webinar will focus on the implications of these policy announcements on our China macro outlook, and discuss the risks to our forecasts.

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Podcast
Canada Economic Podcast – March 2023

with Tony Stillo and Michael Davenport | Online | March 9, 2023

Canada’s housing market is in the midst of an historic correction. Home prices are already down about 15% from early 2022 highs and home sales have plummeted by more than 40%. With mortgage rates now peaking, the question on everyone’s mind is – How much longer will the housing downturn continue? In this podcast, Tony Stillo, Director of Economics for Canada, and fellow Economist, Michael Davenport discuss the outlook for Canada’s housing market and why they believe the correction in housing hasn’t yet run its full course.

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Webinar
The sectoral implications of climate change

with Abby Samp and Sean Metcalfe | Online | March 2, 2023

Which sectors will gain and which will lose out in a net zero transition scenario? How will the phasing out of fossil fuels and the expansion of renewable electricity impact manufacturing supply chains? What will the composition of energy usage within the transport sector look like in 2050? Our new Climate Industry Service, which assesses the sectoral impacts of five climate scenarios against a stated policies baseline, addresses these pertinent questions pertaining to the energy transition. In this Webinar, we will discuss the major sector-level insights that emerge from the latest set of scenarios.

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Webinar
The high-stakes election in Africa’s largest democracy

with Pieter Scribante | Online | February 23, 2023

Nigerians are heading to the polls to vote for a new president, the house of representatives, and the senate on February 25, and for their state-wide representatives and governors on March 11. These elections take place under a spectre of record-high inflation, a deepening currency crisis, dissatisfaction with the political establishment, and heightened insecurity. Incumbent President Muhammadu Buhari is term-limited and set to be replaced. There are three candidates with a realistic path to victory: Bola Tinubu from the ruling All Progressives Congress (APC), Atiku Abubakar from the People’s Democratic Party (PDP), and Peter Obi from the Labour Party. In this webinar, we explore three scenarios of the potential outcome of the election and discuss the associated policy implications.

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Webinar
Our most (and least) preferred macro stories in Latin America this year

with Gabriel Sterne and Marcos Casarin | Online | February 22, 2023

With 2023 set to be a good year for EM bondholders, we focus this webinar on the region where we think bond market can offer the best risk/reward in EM this year: Latin America. LatAm economies are ahead of the tightening curve and should debut the season of rate cuts in EM, but the region is not short of idiosyncratic risks, meaning investors will need to remain selective. Please join our Head of Global EM Gabriel Sterne and our Chief LatAm Economist Marcos Casarin as they go through the most (and least) promising macro stories in LatAm in 2023.

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Webinar
The continued risk of monetary overkill

with Ben May and Adam Slater | Online | February 21, 2023

We assess the risk of central bank over-tightening in an uncertain environment. We consider whether the level of monetary restriction could become excessive relative to what is needed to return inflation to target and the risk that the speed of tightening could cause financial market instability, looking at current key indicators and historical evidence across a range of advanced economies.

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Webinar
Unveiling our cross asset framework systematic signals strategy

with Javier Corominas and Daniel Von Ahlen | Online | February 17, 2023

In our first webinar of the year, our Head of Global Strategy Javier Corominas and strategist Daniel von Ahlen show case our new systematic signals for global asset allocation. Employing our Cross-Asset framework indicators, we present a rules-based approach to global asset allocation which outperforms commonly used benchmarks. Further, we show that the value of the signal is not confined to the fixed income/equities space but can also be used to inform multi-asset/factor strategies, adding to the robustness of the signal.

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Webinar
Eurozone dodges winter bullet but outlook will remain challenging

with Angel Talavera and Tomas Dvorak | Online | February 14, 2023

European sentiment is improving quickly, as a warm winter and a remarkable effort in reducing gas consumption has erased the prospects of energy rationing during the winter. The improved prospects for the industrial sector means the euro area economy may avoid a recession, but beyond the outlook for energy, prospects will continue to be dominated by two other factors: the evolution of inflation and the impact of the interest rate hike cycle carried out by the ECB.

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Webinar
Can US travel defy economic gravity?

with Adam Sacks | Online | February 8, 2023

Both leisure and business travel have rebounded with impressive strength over the past year. However, recession tremors and persistent inflation loom large and threaten the continued recovery of travel. Adam Sacks will share Tourism Economics’ latest views on the economy, the mindset of travelers, and expectations for the evolution of travel.

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