Events and Webinars

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

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Showing 1-20 of 24
Webinar
City tourism beyond pandemic recovery – is the new normal the same as the old normal?

with Dave Goodger, Emma Laverty and Kieran Ferran | Online | September 25, 2024

As tourism moves beyond pandemic recovery we will look at the emerging city travel trends to understand how demand and rankings have changed, including shifts in demand composition by source market. Changes in source market preferences and connectivity as well as any impacts of costs and affordability will also be considered. Demand composition, including business and leisure travel trends will also be discussed relative to pre-pandemic trends.

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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.

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Webinar
Global B2B outlook for 2025: capturing opportunities in a complex year

with Alex Mackle, Martina Bozadzhieva and Marcos Casarin | Online | September 5, 2024

This webinar will provide a global macro perspective B2B leaders can use to confidently inform their 2025 planning process. We'll offer insights on key drivers of B2B demand, outlooks for major markets, industry-level opportunities and risks, as well as insights to inform assumptions on inflation, input costs, and credit costs. We'll also provide an overview of scenarios and risks B2B companies should consider as they pressure-test their assumptions for the next year.

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Webinar
Global consumer outlook for 2025: new opportunities ahead

with Alex Mackle, Martina Bozadzhieva and Marcos Casarin | Online | September 4, 2024

This webinar will provide a global macro perspective B2C leaders can use to confidently inform their 2025 planning process. We'll offer insights on consumer opportunities and risks, demand forecasts across major markets, expectations for FX, inflation, credit, and input costs, as well as risks and scenarios to consider.

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Webinar
US Outlook: Tech, services will continue to drive US output

with Victoria Tribone and Ahmed Abdelmeguid | Online | August 13, 2024

In this webinar the US industrial outlook, and emerging trends in the tech sector will be presented. While industrial growth will further slow, service sectors production will drive growth in 2025. These sectors' spending on technology remains elevated, boosted by increased revenue and demand for their products.

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Webinar
Preparing for 2025 planning: global macro outlook for B2C companies

with Marcos Casarin and Martina Bozadzhieva | Online | June 14, 2024

This webinar will provide baseline assumptions on the macro environment B2C corporate leaders need as they kick off 2025 annual plan previews. We'll cover factors supporting consumer opportunities across the globe, as well as trends around inflation, input costs, and credit costs. We'll also explore macro risks and scenarios companies may need to consider in early drafts of next year's plans.

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Webinar
Air Passenger Demand Outlook

with Stephen Rooney and Kyu-Bin Lim | Online | June 6, 2024

Air passenger demand has continued along an upward trend since its pandemic-induced slump. Some recent macroeconomic were insufficient to derail this momentum, and with brighter skies ahead in that regard, this momentum is expected to continue. However, there are a range of macroeconomic and geopolitical risks which could produce some turbulence should they materialise. The baseline outlook and risks to the outlook will be covered in this webinar.

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Webinar
Preparing for 2025 planning: global macro outlook for B2B companies

with Marcos Casarin and Martina Bozadzhieva | Online | June 4, 2024

This webinar will provide baseline assumptions on the macro environment B2B corporate leaders need as they kick off 2025 annual plan previews. We'll cover global demand dynamics and geographic opportunities, the interest rate, and input cost environment for the next 18 months. We'll also explore macro risks and scenarios companies may need to consider in early drafts of next year's plans.

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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.

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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.

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Webinar
Global Consumer Outlook: Finding growth in 2024 and beyond

with Alex Mackle and Marcos Casarin | Online | March 6, 2024

Global consumer spending will continue to grow this year, despite the general economic slowdown. But as demand weakens and consumers’ tolerance for higher prices wanes, retailers will have to rely more on volumes expansion to match last year’s sales performance. In this webinar, we dig into the economic outlook to find pockets of growth in consumer spending markets across countries, cities and different categories of spending.

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Webinar
Latin America: Travel & Tourism sectors to drive growth across the region

with Jessie Smith and Joan Domene | Online | January 31, 2024

While we forecast economic growth in Latin America to be slightly weaker in 2024 than in 2023, the region will still outperform most advanced economies. Leading this growth will be the travel & tourism sector as consumers in major markets continue to prioritise leisure travel spending. Caribbean and Central American destinations have been among the top performers, benefitting from resurgent US demand and the strength of the US Dollar, including the remarkable return and expansion of cruise activity. In this webinar we will look at economic activity, including key demand drivers and the prospects for more widespread travel recovery as well as major risk factors.

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Webinar
Travel growth to continue to defy economic slowdown

with Helen McDermott and Chloe Parkins | Online | October 11, 2023

International travel recovery has continued throughout 2023 to date and is set for further growth into 2024 despite slowdown and considerable uncertainty in key economic drivers. Consumers are prioritising travel experiences over other discretionary spending while some continued rebalancing of domestic and international travel is evident. We will also explore the extent to which emerging market demand will become a key driver.

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Webinar
Luxury cruising – the new normal

with Dave Goodger and Christian Savelli | Online | October 10, 2023

Luxury cruise capacity is set to nearly double by 2028, with the Luxury Segment capacity on track to expand 87% compared to 2019, three times the growth rate for the overall industry. This boom is being fuelled in part by new entrants, ramping up competition for existing operators. However, pricing remains robust as the segment has been underserved, while luxury travel demand remains robust.

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Webinar
Air Passenger Forecasts Webinar: Growth outlook defies macroeconomic challenges

with Stephen Rooney and Rachel Yuting Fan | Online | September 27, 2023

Despite a subdued macroeconomic backdrop, air passenger traffic growth has remained steady through to July. Further, ticket sales indicate sustained demand in the months ahead. In this webinar we will discuss the industry's recent performance, its short and long-run prospects, and the underlying macroeconomic climate. Potential risks which could derail the outlook will also be explored.

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Webinar
Industrial outlook remains gloomy for now

with Nico Palesch and Sean Metcalfe | Online | September 14, 2023

High-frequency indicators show that economic activity is weakening through the second half of 2023, and that industry is performing worse than the broader economy. The impact of past policy tightening and the reduced availability of credit is dampening activity and contributing to a deteriorating near-term outlook for investment spending, which is disproportionately impacting manufacturing and other investment-facing sectors of the economy. While supply chains have normalised to a large degree, which is contributing to easing inflation and recovering production in backlog-affected sectors, headwinds to industrial activity are shifting partly from the supply to the demand side. Nonetheless, there are good reasons to expect a relatively shallow downturn in industrial activity as opposed to a total collapse. In this webinar, we will provide a comprehensive update of the global industrial outlook and account for the divergent fortunes across the different sectors that make up the economy.

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Webinar
Why travel will recover this year in the face of economic headwinds

with Dave Goodger and Helen McDermott | Online | June 23, 2023

2023 will mark a return to pre-pandemic levels of global travel activity, despite a slowing global economy. The reasons for this recovery, and expectations for ongoing growth will be explored within this webinar. The travel sector in advanced economies is proving resilient to the current economic headwinds as households are prioritising a return to leisure travel activities, despite the squeeze on incomes. Corporate travel is also returning in sharp contrast to predictions of the demise of this segment. Emerging markets are also resuming an important role in shaping demand now the majority of travel restrictions are lifted and are growing in importance.

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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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