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

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Webinar
How a global soft landing is (almost) in view

with Ben May and Adam Slater | Online | March 19, 2024

We examine how the global economy has confounded most expectations over the last year with inflation falling back towards target without large output losses. We consider key factors behind this including developments in labour markets, financial stresses, energy prices and fiscal policies. We also look at lingering ‘hard landing’ risks and in which geographies they are most prominent.

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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.

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Webinar
UK Macro – Inflation and BoE outlook

with Andrew Goodwin and Edward Allenby | Online | August 17, 2023

May’s downside surprise for inflation caused markets to rein in their expectations for the future path for Bank Rate. But we’re not out of the woods yet, with our recent research highlighting why the second round effects of higher energy prices are likely to prove more persistent than the initial direct and indirect impact. In this webinar we react to the August MPC meeting and assess the outlook for inflation and interest rates.

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Webinar
Global industrial outlook for 2023 remains weak

with Jeremy Leonard and Max Anderson | Online | June 14, 2023

We will present an overview and the highlights of our latest quarterly industry forecast update. Key topics include the positive developments in Europe with respect to energy prices and supply, frontloaded recovery in China after the end of zero-Covid policy and how the evolution of inflation and interest rates will keep industrial prospects weak in the near term.

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Webinar
Asian Economic Outlook for 2023

with Arup Raha and Gabriel Sterne | Online | November 16, 2022

Asian economies are no strangers to economic shocks but this time is different. In particular, China’s growth has faltered, the Fed is raising rates, and energy prices are high. This combination is unprecedented. Moreover, there is limited counter-cyclical policy space. Arup Raha will present the Asia team’s outlook on the upcoming year – the likely outcomes and main risks.

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Webinar
Eurozone: Headed for recession this winter

with Angel Talavera and Nicola Nobile | Online | September 22, 2022

The eurozone economy is likely to fall into recession this winter, as the region continues to grapple with surging prices and the looming threat of energy rationing. With inflation showing no signs of easing, we expect the ECB to continue to hike rates aggressively despite the quickly deteriorating economic conditions. Simultaneously, the upcoming Italian elections add an additional element of uncertainty to the European outlook, we will explore this in more detail in the second part of the session.

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Webinar
A perspective on Just Energy Transitions in Africa

with Deon Fourie | Online | September 6, 2022

One of the key expected outcomes from the upcoming COP27 summit is for earnest action to be taken by global climate leaders to close the enormous funding gap that is restraining the ability of African countries to transition to low-carbon economies. A central feature of this transition involves the sustained displacement of fossil fuels by renewable energy and complementary technologies. This transformation process, however, must be carefully managed in such a way that the net social and economic benefits outweigh the costs. In this webinar, we offer a perspective on what the structural changes to more environmentally sustainable energy systems may mean for a number of African countries. We also offer insights into energy transitions within the distinct developmental circumstances and energy structures of these countries, along with highlighting the likely implications for energy investment and the factors to be considered in the climate deliberations at COP27 in Egypt.

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Webinar
UK Outlook: Where does the MPC go from here?

with Andrew Goodwin | Online | June 21, 2022

Inflation is on course to top 10% in October when the energy price cap rises again, and consumers face the biggest fall in real incomes for 80 years. Despite strong pushback from the MPC, markets expect the Committee to ultimately prove more concerned about high inflation than potential recession, and price a series of rate hikes through the rest of this year. In this webinar we will look at the main messages from June’s MPC meeting and assess what they mean for the future path of interest rates.

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Webinar
War in Ukraine presents new headwinds for the Nordics

with Daniel Kral, Rory Fennessy and Lawrence Harper-Scott | Online | April 29, 2022

In this webinar, we will discuss the channels through which Russia’s invasion of Ukraine impacts the Nordic economies. Specifically, its impact on energy prices and inflation, Nordic dependence on Russia’s fossil fuels, and trade and industry links.

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Webinar
Filling the void: Africa’s role in European energy security

with Callee Davis and Zaynab Mohamed | Online | March 29, 2022

As Western Europe accelerates a structural transition away from Russian energy dependence, Africa will play a salient role in filling this void. In this webinar we explore how a more pressing shift towards renewable energy and a reduction on Russian hydrocarbon dependence will increase demand for African renewable and non-renewable resources. We also look at where political, institutional and governance risks might hinder this transition.

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