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Webinar
Trumps Handelskrieg: Die Risiken überwiegen für Europa

with Oli Rakau | Online | June 12, 2025

Die Außenhandelspolitik der neuen US-Regierung hält die Welt in Atem. Hohe Zölle und enorme Unsicherheit bremsen die globale Konjunktur, und sind ein herber Dämpfer für Europas Exportwirtschaft. Aber die neuen geopolitischen Zwänge und die fiskalische Antworten darauf bieten auch Chancen.

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Webinar
Early look at 2026: Global outlook for corporates for the next 12-18 months

with Martina Bozadzhieva, Marcos Casarin and Alex Mackle | Online | June 11, 2025

In this webinar, we'll share our most updated outlook for key markets and sectors globally for the rest of 2025. We'll also provide an early look at 2026 for companies beginning work on their 2026 budgets. We'll cover major geographies, including US, China, Europe, and emerging markets, as well as demand trends across consumers and industry. We'll discuss tariffs, costs, and planning challenges for firms and answer questions from companies looking to inform internal planning decisions in this uncertain environment.

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In Person
世界経済見通しとリスク：トランプ2.0が迫る経済パラダイムの転換

In-Person | June 5, 2025

Event 世界経済見通しとリスク：トランプ2.0が迫る経済パラダイムの転換 5th June 2025 – 3:30pm to 5:00pm 東京都千代田区大手町1-4-1 （株式会社国際協力銀行　9F講堂）　 世界経済見通しとリスク：トランプ2.0が迫る経済パラダイムの転換 Global Outlook and Risks – How Trump 2.0 is changing the economic paradigm    今次セミナーでは、最初に当社CEOのAdrian Cooperから関税政策を中心にトランプ2.0が世界の貿易活動や投資、成長、基軸通貨ドルの役割へ与える影響について短期と長期の双方の観点からご説明します（同時通訳付き）。 そうした中で金融政策がどう対応していくか、予想される財政政策の変化と政府債務見通しへ与える影響なども議論します。当社モデルを用いた上振れ・下振れシナリオも紹介する予定です。 セミナー後半では、在日代表の長井滋人よりトランプ2.0が日本経済へ与える影響について日銀の金融政策を中心に議論します。関税による景気・物価下振れで金利正常化がどうなるかに止まらず、防衛費拡大による財政悪化や海外発インフレ・ショックの頻発、ドル安誘導圧力が金融政策へ影響するリスクもカバーする予定です。 本セミナーは、どなた様もご参加いただけます。 ◆こんな方におすすめ： In this seminar, our CEO, Adrian Cooper, will discuss the implications of the policy agenda of Trump 2.0 and, in particular, his tariff policies....

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Webinar
Global pumps market outlook 2025

with Jeremy Leonard and Kiran Ahmed | Online | June 5, 2025

The ongoing trade war has curtailed global economic growth. And even as tariffs are rolled back, uncertainty, and the impact on business investment, will remain in the near term. Against this backdrop, we set out our forecasts for the global pump market and discuss the risks to our baseline forecasts.

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Webinar
From Insight to Influence: Mastering Global Thought Leadership

with Debra D'Agostino | Online | June 3, 2025

Join Debra D’Agostino, Managing Director of Thought Leadership at Oxford Economics, as she shares expert guidance and practical steps for developing and elevating your organisation's global thought leadership strategy. In this interactive session, you’ll gain insights into: Harnessing the Power of Best-in-Class Research Discover how to produce high-quality research that resonates with your audience and senior leadership. Solidifying Your Reputation as a Trusted Advisor Learn how best-in-class thought leadership position your brand as a credible, influential voice. Amplification and Activation Strategies That Work Explore how to effectively leverage your networks, and stakeholders to maximise visibility and impact.

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Webinar
Air passenger demand outlook

with Dave Goodger and Stephen Rooney | Online | June 3, 2025

In this webinar Tourism Economics' will share the latest outlook for air passenger demand and the underlying macroeconomic developments influencing it, including ongoing trade friction and uncertainty emanating from the United States. The outlook for air passenger demand under different macroeconomic scenario conditions will also be covered. Air passenger data and trends covered in this webinar can be found in Tourism Economics and IATA's joint Air Passenger Forecast service.

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Webinar
Navigating trade uncertainty: global trade shifts and long-term consequences

with Benjamin Trevis, Daniel Moseley and Jed Cartledge | Online | May 29, 2025

Please join us for this webinar as we present how our Q2 2025 Megatrends Scenarios can help you navigate long-term uncertainty. We explore how different scenarios for global trade could shape long-term economic outcomes. In our Fractured World scenario, sustained geopolitical tensions drive widespread trade barriers and greater fragmentation over the next several decades. In contrast, the Tech Revolution scenario features a retreat from protectionism, fostering stability, increased investment, and accelerated adoption of technologies such as AI relative to our baseline.

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Webinar
Tariff war – Opportunities for businesses in Asia

with Adam Samdin and Theng Theng Tan | Online | May 28, 2025

Trade policy uncertainty is at a historical high, with ongoing shifts in tariff rhetoric and evolving geopolitical dynamics clouding the global outlook. Export-dependent Asian economies are particularly exposed, as businesses grapple with the ripple effects of policy volatility and weaker external demand. Yet, amidst the chaos, there remains pockets of resilience and opportunities. In this webinar, Tan Theng Theng and Adam Samdin will take stock of Asia’s macroeconomic developments and spotlight areas of emerging strength across the region, delivering data-driven insights into where and how opportunities may still be unfolding.

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Webinar
Rising EM middle class will increase demand for risky assets

with Cassidy Ainsworth-Grace | Online | May 27, 2025

The middle class in emerging markets is set to nearly double in size by 2034. We explore the implications this rise will have for risky asset demand, as wealthier EM households will likely increase their demand for financial assets, such as equities.

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Webinar
How well will the global economy weather the tariff storm?

with Ben May and Kiki Sondh | Online | May 21, 2025

In this webinar, we outline some of the recent changes to our global economic forecasts, assess the extent to which the timely economic data looks consistent with that view and focus in on some of the key risks and uncertainties surrounding our baseline forecasts.

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Webinar
City Tourism Rankings – New Records and New Challenges

with Emma Laverty, Helen McDermott and Kieran Ferran | Online | May 20, 2025

As we are looking ahead to continued travel growth, the composition of travel demand is evolving. City travel has surpassed pre-pandemic levels and is converging on longer-run trend growth rates. However, there are some significant shifts in activity and preferences within the total while uncertain tariff policies are also weighing on city tourism. In this webinar we assess our latest global city travel forecast update, how our city tourism rankings have changed, the regional opportunities for tourism growth and the impact of the latest US tariff policies.

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Webinar
Mapping China’s tariff pain to relative gains for other emerging economies.

with Louise Loo and Gabriel Sterne | Online | May 19, 2025

Trade wars are costly for everyone, but there are clear relative losers and winners. Tariffs will cripple US-China trade, and we expect China's goods trade surplus to shrink but only to a still substantial 3.2% of GDP this year and remain significant in the medium term owing to trade diversification, shifts up the export value chain, and the reduced import intensity of Chinese demand. Ironically, other than China, the relative winners list includes the very countries Trump targeted most heavily in his April 2 tariff regime: Vietnam, Cambodia, Malaysia, Pakistan, and the Philippines

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Webinar
Economic uncertainty leading to a steep drop in US industry

with Matthew Martin and Nico Palesch | Online | May 15, 2025

The US saw the largest forecast downgrade in our most recent industrial update. Policy uncertainty and financial market volatility are expected to weigh heavily on business investment, particularly in equipment and structures. In addition, the tariffs are expected to lead to a sharp increase in goods prices and import costs for US manufacturers. In the Webinar, Matthew Martin and Nico Palesch discuss the latest US macroeconomic forecast and the impact on US industry, tech, and construction.

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Webinar
The state of cruising: clear or unclear waters?

with Christian Savelli and Sean Morgan | Online | May 14, 2025

Join our inhouse cruise experts to hear the latest results from our regular Cruise Trends Survey, a comprehensive survey among cruisers from key cruise markets, including the United States and the UK. How is the industry performing against customer expectations, what cruise regions are most sought after, and how are consumer preferences evolving in this rapidly changing and fast-growing sector? These are just a few of the findings we’ll explore in this deep dive into the global cruise industry which provides a wealth of insights to understand the sector from important perspectives, empowering critical understanding for cruise developments.

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Webinar
LatAm será resiliente ante la desaceleración del comercio global

with Debora Reyna Garcia and Mauricio Monge | Online | May 9, 2025

La mayoría de los países latinoamericanos enfrentarán impactos arancelarios directos muy limitados, dada su menor dependencia de las exportaciones hacia EE. UU. y las exclusiones que benefician a las principales materias primas exportadas por la región. Sin embargo, posibles efectos de segundo orden, como la caída en los precios de algunas materias primas y la respuesta de China, moldearán las consecuencias. Por el momento, esperamos que la resiliencia de la demanda interna compense parcialmente la desaceleración del comercio global, con la excepción de México, donde se sentirá con mayor intensidad el impacto de la guerra comercial. Consideramos que los riesgos para la inflación derivados de la guerra comercial ahora están más equilibrados que hace unos meses.

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Webinar
US tariff hikes to cause global industrial recession

with Abby Samp and Max Anderson | Online | May 8, 2025

The significant escalation in US tariffs since early April is set to generate a shallow recession in global industry. The tariffs and surrounding economic uncertainty are set to weigh disproportionately on manufacturing activity. In this Webinar, Max Anderson and Abby Samp will explore the latest Global Industry Forecast update and the risk factors that leave a sector vulnerable to US-imposed tariffs.

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Webinar
Trump 2.0: Global Trade, Tariffs & Economic Shifts

with Innes McFee, Ben May, Geoffroy Dolphin, Jeremy Leonard, Scott McEwan and Tony Stillo | Online | May 7, 2025

In part two, of our Trump 2.0 webinar series, we explore the international consequences of President Trump’s return to power. With initial tariffs far exceeding expectations, we will discuss renewed tariff tensions, shifting alliances, supply chain disruptions and global market uncertainty. We will examine how the first 100 days have shaped the global economic landscape — and what the ripple effects may be in the months to come. We’ll focus on cross-border trade, sector-level impact, climate and the evolving role of the US to its neighbours and globally.

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