Home > Events

Events and Webinars

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

Conference

Filter by

Showing 1-20 of 56
Webinar
China: Rethinking Tariff Risks and Macro Implications

with Louise Loo | Online | April 11, 2025

While the direct macro effects of new (and potential) US tariffs could prove manageable for an economy with China's fiscal resources, Beijing's policy toolkit in response to rising tariff risks is also much bigger this time around, creating an additional source of uncertainty to the outlook. We dive into the range of possible retaliatory responses from China to ongoing trade tensions, the delicate balancing act between managing strategic interests and domestic economic headwinds, and their implications for our China forecast both in the short and medium terms.

Request Recording
Webinar
Tariffe e tensioni geopolitiche, quale impatto per l’Europa?

with Nicola Nobile and Paolo Grignani | Online | March 26, 2025

Mentre il mondo si scontra con un’amministrazione Trump molto interventista, l’economia dell’Eurozona rimane sostanzialmente bloccata, in attesa di sviluppi sul fronte dazi e alle prese con la questione Ucraina e le relative implicazioni a livello di spesa per la Difesa.

Request Recording
Webinar
Tariffs to shake up Asia-Pacific’s industrial sectors

with Toby Whittington and Makoto Tsuchiya | Online | March 20, 2025

The industrial outlook for the Asia-Pacific region this year will be mired by tariff barriers, trade uncertainties and structural economic shifts. China is at the forefront of the Trump administration’s new tariff policies, but the impacts will be felt across the region. The realignment of trade flows as firms seek to avoid tariffs on China will create opportunities for some regional players, particularly in the high-tech sector where economies such as Taiwan and Korea have well-established high-end production know-how, while emerging economies in South East Asia are increasingly trying to move up the value chain. This webinar will explore these shifting trade relationships and how they will impact short and medium-term industry trends within APAC.

Request Recording
Webinar
China: After the Two Sessions

with Louise Loo | Online | March 11, 2025

Chinese policymakers have doubled down in recent months in signalling a strong policy response to the economy’s domestic and external economic challenges. But after months of policy disappointments, how aggressive and effective will and can stimulus be? What are officials signalling differently in this year’s Two Sessions, about their assessment of the economy’s twin debt and domestic demand challenges? We explore the implications for growth in China and why foreign spillovers from China’s policy developments this year could look different compared to past cycles.

Request Recording
Webinar
For Asia, the Trump regime is not just about tariffs

with Arup Raha | Online | February 20, 2025

We are about a month into the Trump presidency and Asia appears to be coping quite well despite the continued looming fear of tariffs. However, the financial markets have been reacting since September of last year, with higher US bond yields and a stronger US dollar. These developments are likely to affect Asian growth prospects and also the ability of policy to respond. We draw out the implications. Plus: Could AI be China’s magic potion out of stagnation?

Request Recording
Webinar
Growth, Risks and the Return of Chinese Outbound: What does 2025 have in store for APAC Tourism?

with Michael Shoory | Online | February 4, 2025

With inbound tourism well on the way to recovery in APAC, we take a look at the year ahead and discuss what to expect for travel and tourism in the region. This will include expectations for the recovery of Chinese outbound tourism, projections for the performance of different destinations, and a discussion of the economic, political and other risks to the outlook.

Request Recording
Webinar
ETC tourism trends and prospects: Q4 2024

with Chloe Parkins and Jennifer Iduh | Online | January 29, 2025

Tourism Economics will highlight and reflect on the latest tourism trends and data in Europe for 2024, as well as provide some analysis on both the global and European economic backdrop. Following President Trump’s inauguration, we will also highlight some key assumptions and risks to the forecasts and how a second term may impact travel flows, including those from China and how this may effect the long-haul travel recovery.

Request Recording
Webinar
Economic key themes of China and India for 2025

with Alexandra Hermann and Betty Wang | Online | December 17, 2024

Increased uncertainty about trade disruptions and the policy mix shape the outlook for 2025 globally. China will likely be at the centre of a possible escalation of the trade war that already started during Trump’s first term. Domestically, China also faces lingering deflationary risks. Authorities have launched short-term policy stimulus, but demand-side reforms like improving social security nets are still lagging. India, meanwhile, with its largely domestically focused economy will likely be less impacted by the new US administration's fiscal and trade policies. Key to watch will be how strong private consumption demand will grow against a backdrop of structurally weak labour markets.

Request Recording
Webinar
Commodity key themes 2025: Another volatile year for commodity markets as Trump 2.0 looms

with Stephen Hare, Kiran Ahmed, Diego Cacciapuoti and Samuel Bakst | Online | December 16, 2024

In this webinar, we explore the key themes driving commodity markets in 2025. We expect the US will impose blanket tariffs on Chinese exports next year, and that China will retaliate, weakening economic growth and commodity demand. Trump will also likely make major energy policy announcements early next year, intending to expand US oil production and boost LNG exports. We anticipate the US dollar will strengthen next year, putting further downward pressure on commodity prices. Furthermore, China, by far the largest consumer of commodities and with a structurally slowing economy, will drag on commodity demand next year without further stimulus, while OPEC+ faces another challenging year as the group sets to unwind production cuts.

Request Recording
Webinar
Asia key economic themes for 2025

with Arup Raha | Online | November 26, 2024

We look at the key themes likely to play out in Asian economies over 2025. In particular, we look at the effects of likely US trade and monetary policy. Within Asiam, we discuss how China is likely to responds to a structural domestic slowdown and external headwinds. Lastly, we look at how AI may shape Asia's growth story.

Request Recording
Webinar
Commodity outlook: How much further will prices fall?

with Stephen Hare, Kiran Ahmed, Diego Cacciapuoti, Samuel Bakst and Toby Whittington | Online | September 20, 2024

Commodity prices have plunged in recent weeks, and investment banks are slashing their forecasts for next year. Demand has been weaker than investors anticipated, especially in China, albeit broadly in line with our own more bearish expectations. Strong supply from commodities such as wheat, copper, and crude oil has also weighed heavily on prices and contributed to inventory build. Gold has been an exception, with central banks driving its price higher and making it a bright spot for the complex. In this webinar, we explore the key themes facing commodity markets in 2025 and discuss the outlook for supply, demand, and prices.

Request Recording
Webinar
Global industry forecast update: Momentum is building

with Jeremy Leonard and Nico Palesch | Online | June 13, 2024

After two years of relatively sluggish activity we see signs that the worst has passed for global industry. Join our global industry team to get the latest on why we think the turnaround is imminent and in which regions and sectors it will be most keenly felt. Major themes include Europe, which has dug itself into a deep hole with respect to manufacturing activity over the past year, and why we think it on the verge of turning the corner back to growth and how US industry is expected to cope in and after what is expected to be a closely-fought and volatile election year. In the Asia-Pacific region we will discuss how Japan is dealing with the aftermath of the Daihatsu production line scandal that seriously dented Q1 industrial output and the extent to which China can continue relying on manufacturing sector output to boost overall growth amidst a volatile global environment, the threat of tariffs, and persistent worries around overcapacity.

Request Recording
Webinar
Navigating supply chain decoupling – prioritizing opportunities with OE’s Market Compass tool

with Alex Mackle and Martina Bozadzhieva | Online | May 30, 2024

As companies de-risk their supply chains, many are looking at ways to reduce their dependence on China, and to create more flexible, regionalized supply chain structures. In this webinar, we look at the latest trends in supply chain restructuring and introduce OE's Market Compass tool. The tool allows companies to compare countries as manufacturing investment destinations using OE's proprietary data and forecasts. We'll explore how different countries compare in our global ranking and how companies can take a data-driven approach to evaluating manufacturing localization options.

Request Recording
Webinar
Outlook gospodarczy dla Polski w świetle prognoz dla gospodarki światowej i europejskiej

with Mateusz Urban | Online | May 21, 2024

A divergence has opened in the world economy, with the US faring much better than China and the eurozone on the growth front. During the webinar, we will shed light on our thinking about world and European outlooks and their influence on the CEE region in general and the Polish economy in particular. We will scrutinize both growth and inflation prospects, views on monetary and fiscal policies as well as implications for FX and bond yields performance.

Request Recording
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.

Request Recording
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.

Request Recording
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.

Request Recording
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.

Request Recording
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?

Request Recording
Webinar
Industry to rebuild momentum in 2024

with Abby Samp and Max Anderson | Online | March 14, 2024

As 2024 progresses global industrial activity should pick up and begin to rebuild some momentum. Pass-through from lower wholesale energy prices, a move past the peak of impacts from past rate hikes and a trough in the de-stocking cycle should benefit manufacturing activity in the advanced economies. In China, manufacturing activity is likely to be highly asymmetric in 2024, with growth concentrated in the energy transition adjacent ‘New Three’ industries, while the ongoing property sector slump will curtail construction and its supply chain.

Request Recording

Trusted By

Sign up to our Resource Hub to download the latest and most popular reports.
Also of Interest