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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
Cities under strain: European, Asia Pacific and North American cities face multiple challenges

with Richard Holt and Lawrence Harper-Scott | Online | October 17, 2022

In our latest quarterly round-up on world city prospects, Richard Holt our Director of Global Cities Research will set out our views on the outlook for 2023 and beyond, across many Asia Pacific, US and Canadian majors. And Lawrence Harper-Scott from our European cities forecasting team will put those cities under scrutiny. With Covid-19 still a rumbling issue in China, the Ukraine war having powerful impacts in Europe, and recession anxieties in the US and Canada, now is the time to think hard about 2023 prospects.

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Webinar
Pre-emptive debt restructuring: a viable scenario for fragile African sovereigns?

with Irmgard Erasmus | Online | September 30, 2022

The expiry of Covid-19-related support coupled with a surge in the goods import bill has exacerbated pressure on external trade positions for various African sovereigns. We see headwinds intensifying from 2023 onwards in the form of a deepening drought in East Africa, populist-leaning policies aimed at appeasing voter frustrations, large redemptions of external public debt facilities, and moral hazard. The risk profile is fragmented but a common thread can be found across Africa: sovereigns face an uphill battle in meeting the projected external funding requirements. With the risks of disorderly default on the rise and informed by the Zambian blueprint, we investigate the case for pre-emptive debt restructuring for fiscally fragile nations including Egypt, Ghana, and Kenya.

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Webinar
Inflation et croissance, meilleures ennemies ?

with Daniela Ordonez and Pierre Delage | Online | June 23, 2022

Tirée par le conflit Ukrainien et le confinement Chinois, la vague inflationniste est partie pour durer. Mais jusqu’à quand? L’impulsion donnée par la fin (temporaire) du Covid sera-t-elle suffisante pour soutenir la croissance, en France et dans le monde, alors que les politiques monétaires se resserrent et la confiance chute ?

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Webinar
Inflation and growth, best enemies?

with Daniela Ordonez and Florent Guillarme | Online | June 22, 2022

The Ukrainian conflict and the Chinese lockdowns have propped up inflationary pressures, which are clearly here to stay. But until when? Will the boost given by the (temporary) end of Covid be enough to support global growth while monetary policies tighten and confidence plummets?

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Webinar
Is the air travel recovery headed for turbulence?

with Dave Goodger, Tourism Economics, Stephen Rooney, Tourism Economics and Andrew Matters - Economic Advisor to IATA | Online | May 18, 2022

Air travel demand accelerated in early 2022 prompting expectations of a rapid acceleration into the northern hemisphere summer and suggesting that fears of a sharp Omicron-related fall were unfounded. However, concerns in many countries have now shifted towards the impacts of the Russian invasion of Ukraine which we will explore, along with our forecast partners at IATA, in this webinar. We will look at the path for recovery in the rest of the year and beyond as well as major risk factors.

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Webinar
European travel recovery deferred but not derailed – ETC 2022 Q1 trends and prospects

with Dave Goodger, Tourism Economics, Thomas Emanuel, STR and Jennifer Iduh, ETC | Online | April 21, 2022

2022 was set to be a strong year for the tourism sector in recovery from the pandemic but now faces further challenges due to the war and humanitarian disaster in Ukraine. Recent trends will be discussed in this webinar, as well as the outlook and risks in Tourism Economics latest projections and the new ETC quarterly report, including a more detailed look at hotel sector trends in STR data.

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