Events and Webinars

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

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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 in addition to the key commodity prices we have added this round – agricultural commodities and battery metals.

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Webinar
LatAm growth slows as Argentina eyes a silver bullet

with Joan Domene and Felipe Camargo | Online | September 8, 2023

Growth dynamics across the region’s largest economies are diverging. Mexico’s delayed recovery will support its overperformance, while most countries are already feeling the impact of policy tightening. Resilient consumption in some countries and new shocks to commodity prices could compromise the speed of monetary policy normalization, which has already begun. Argentina’s surprise presidential front-runner opened the door to a possible dollarization that revived an old ghost. We will discuss the potential path to its implementation and the degree of success it could achieve.

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Webinar
What next for commodity prices? Discussing the outlook amid slowing global growth

with Stephen Hare, Kiran Ahmed, Toby Whittington and Diego Cacciapuoti | Online | June 22, 2023

Initial optimism about demand, following China’s abrupt reopening has now given way to concerns amid tightening monetary policy in advanced economies and a lacklustre Chinese industrial recovery. We outline the implications for commodity markets and prices as well as risks to our baseline view.

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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
Commodities 2023 key themes: Political uncertainty to keep markets volatile

with Kiran Ahmed, Stephen Hare, Toby Whittington and Diego Cacciapuoti | Online | December 16, 2022

Uncertainties around both supply and demand, driven to a large extent by politics rather than economics have been a key feature of commodity markets this year – sanctions on Russia, Moscow’s response and China’s Covid policy, to name but a few. At the same time, central banks are ratcheting up interest rates, depressing demand. We explore the outlook for commodity prices amid this high level of uncertainty and discuss the risks to our baseline.

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Webinar
Global Economic Outlook Webinar: Will high inflation halt the recovery?

with Ben May | Online | June 16, 2022

The global economy has started 2022 on a distinctly soft note and uncertainties over the economic fallout from the Ukraine war, high inflation and activity restrictions continue to cloud the nearer-term outlook. While recession risks have certainly grown over recent months, we continue to remain cautiously optimistic about the economic recovery. In this webinar, we provide an overview of our latest assessment of the global economic outlook.

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Webinar
Africa’s ability to adapt in a changing landscape

with Jacques Nel and Greg Struyweg | Online | May 31, 2022

Relations between Russia and the West have changed irreversibly. This will have a lasting impact on the global economy. The outlook for a number of commodities has changed fundamentally. Economic structure may be destiny: Algeria received an unexpected reprieve at a moment that otherwise looked threatening, whereas the picture for energy-importing Tunisia is suddenly bleaker than ever. This webinar looks at which African countries have the economic structures to make the best of the situation. We also look at where institutional factors will play either a positive or negative role in this transition - highly centralised and personalised systems, in which popular anger can be focussed narrowly, are more fragile than democratic and liberal ones in which hardship is experienced as impersonal.

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Webinar
Frontier market turmoil: Argentina’s value, Sri Lanka’s crisis, Egyptian FX worries

with Gabriel Sterne, Regis Chatellier and Maya Senussi | Online | May 24, 2022

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.

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Webinar
Food price inflation could hit Africa the hardest

with Jacques Nel and Petro van Eck | Online | April 26, 2022

Food accounts for a large share of the consumer price basket in a number of African countries. This means that the impact of surging global food prices will be marked. Higher food prices will filter through to consumers and undermine purchasing power. But the impact will extend far beyond headline CPI: calls for subsidies will either be heeded, putting pressure on the fiscus, or disregarded, resulting in social discontent. In this webinar we look at which African countries look set to be hit the hardest and what this means for the fiscus, monetary policy, and political stability.

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