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
Australian and Global Economy Unveiled: Growth pathways, Fiscal sustainability, Tariff’s and Trump and Australia’s Net Zero Future

with Ben Udy, David Walker, Kristian Kolding and Sean Langcake | Online | March 4, 2025

Explore the shifting dynamics of the global economy and the critical challenges shaping growth and inflation in 2025 and beyond. As post-pandemic disruptions give way to new uncertainties, we’ll delve into fiscal sustainability, evolving interest rates, and their differentiated impacts on sectors, cities, and markets. Gain actionable insights from expert-led sessions on Australia’s economic outlook and the journey to net zero.

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Webinar
Global CRE key themes for 2025 – A tentative growth revival

with Abigail Rosenbaum, Mark Unsworth, Nicholas Wilson and Riccardo Pizzuti | Online | December 12, 2024

Join us as we explore the outlook for the global commercial real estate market in 2025 and our key themes for the year ahead. CRE is poised for a tentative revival in values after several challenging years. With the interest rate cutting cycle underway, prices appear to have bottomed out in most sectors, while credit conditions and investment activity are beginning to show early signs of recovery. This webinar will provide key insights into the factors driving this tentative rebound and what it means for investors and market participants in the coming year.

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Webinar
Air passenger demand outlook

with Stephen Rooney and Kyu-Bin Lim | Online | December 10, 2024

Air passenger demand has continued to grow robustly throughout 2024 aided by lower inflation. Consequently, interest rates are on their way down which should further support demand in the near-term. However, there are a range of macroeconomic and geopolitical risks - including some degree of uncertainty around the impact of Donald Trump's upcoming second presidency. The baseline outlook and risks to the outlook will be covered in this webinar.

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Webinar
Canada Economic Outlook Webinar: Weak growth to continue in the face of stiff new headwinds

with Tony Stillo and Michael Davenport | Online | November 21, 2024

The Canadian economy continues to underwhelm. Growth remains weak and GDP per capita has now declined for two years. Our upcoming webinar will discuss prospects for the economy amid the key challenges it faces, tackling questions like: How will rapidly declining interest rates and new mortgage lending guidelines affect households? Will another Trump presidency mean higher tariffs for Canada’s exporters? How will the federal government’s new immigration plan affect the economy?

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Webinar
Nordics: Growing tailwinds to support economic recovery

with Daniel Kral, Rory Fennessy, Lawrence Harper-Scott and Nico Palesch | Online | October 24, 2024

With inflation down significantly across advanced markets, major central banks have started to cut interest rates and households finally enjoy real income gains. But there are also reasons to be cautious, as geopolitical risks remain abundant. In this webinar, we will unpack the drivers of our near-term macro, industry, and cities outlook for the Nordic economies.

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Webinar
Japan’s neutral interest rate is rising, but not by much

with Daniel Harenberg and Norihiro Yamaguchi | Online | September 19, 2024

After the BoJ’s surprise rate hike in July, the key question now is how far the bank will go. To help answer this, we have estimated the long-run Japan neutral interest rate. We discuss how the secular forces are dragging down the neutral rate, despite some pick-up recently. We use this to shine a light on the BoJ’s upcoming policy meeting.

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Webinar
Asian economies face rising risks

with Arup Raha and Adam Samdin | Online | August 26, 2024

Over the last few weeks, Asian financial markets have been more volatile than usual. Part of this volatility has come as markets seem to have rethought their views on US interest rates and the Japanese economy. Market variables have retraced, but the questions still remain about the global economic outlook. We draw out the implications for Asia.

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Webinar
Will consumer spending drive short-term growth?

with Dmitriy Gruzinov, Scott McEwan and Stephen Adams | Online | July 11, 2024

Earlier in the year, the speed of the disinflationary process peaked and headline inflation has returned to target ranges in most countries, except for Mexico and Colombia. While services inflation remain high, we expect a broad deceleration of core items, partially offsetting upside pressure from a likely rebound in volatile non-core prices. In the next 12 months, we expect most headline inflation to remain broadly within target ranges. However, multiple factors have narrowed the space for policy cuts in the region. Join our expert Economists as we explore these factors and how you can navigate these upcoming scenarios.

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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
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
UK monetary policy outlook: short- and long-term

with Andrew Goodwin and Edward Allenby | Online | May 16, 2024

We will reflect on the messages from May’s Monetary Policy Committee meeting, analysing whether a summer rate cut remains on the table. We will then move on to look at how restrictive the Bank of England’s monetary policy stance is and how far rates might fall in this rate cutting cycle, introducing our estimates of the long-run UK neutral interest rate.

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Webinar
European Construction Outlook

with Nicholas Fearnley | Online | February 22, 2024

European construction activity remained resilient over 2023 despite the headwinds created by higher financing costs, input cost inflation and labour shortages. We generally expect this resilience to continue into 2024, although the outlook varies by country and sector. In this webinar Dr Nicholas Fearnley will discuss the outlook and key risks for construction activity in Europe, and answer the following questions: • How does the outlook vary across sectors and countries? • How do delays to NGEU funding affect the outlook? • When will the renovation wave take off? • What is the outlook for material construction costs? • What are the risks and implications of higher interest rates and construction costs?

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Webinar
Why we think LatAm interest rates will fall faster than markets expect

with Felipe Camargo and Joan Domene | Online | February 16, 2024

Our research on key long run drivers of interest rates – based on models and discretion – suggests that markets will face larger-than-expected drops in bond yields in the economies of the region. Global and domestic considerations lead us to forecast a 100bps drop in Brazilian 10-year yields and a 150bps in those of Mexico, both which exceed current consensus expectations.

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Webinar
Global scenarios – Middle East escalation

with Jamie Thompson | Online | December 12, 2023

This webinar examines the key insights from our latest Global Scenarios Service. We examine the risks posed by an escalation of the Israel-Hamas war, as well as the potential fall-out from increased China-Taiwan tensions and a period of higher for longer interest rates. We also highlight the latest findings from our regular Global Risk Surveys.

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Webinar
The neutral rate has risen, but by less than most think

with Ben May and Daniel Harenberg | Online | November 20, 2023

When will US policy rates start to fall, and how far? To help answer this, we have updated our estimates of the long-run US neutral interest rate. We discuss the extent to which the neutral rate has shifted due to fundamental structural forces and critically examine claims that the world has entered a period of perpetually high interest rates.

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Webinar
Monetary policy puzzles

with Arup Raha | Online | November 15, 2023

There is significant uncertainty as Asian economies approach the new year. There are two wars being fought, China faces structural headwinds, and we are not fully sure of the damage to the balance sheets of firms and households from Covid. Plus, higher oil prices, a stronger US dollar, and high US bond yields are restricting what policymakers in Asia can do. We try and wade through all this and arrive at the most likely outlook for Asian economies.

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Webinar
US Construction Outlook- Cost Increases & Labour Shortages

with Adrian Hart and Nicholas Fearnley | Online | September 26, 2023

2023 has been a challenging time for the US construction market as input cost inflation and labour shortages weighed on activity levels. Despite the near-term challenges, the outlook remains positive. In this webinar Dr Nicholas Fearnley, Matthew Mercer, and Adrian Hart will discuss the outlook and key risks for construction activity in the US, and answer the following questions?2023 has been a challenging time for the US construction market as input cost inflation and labour shortages weighed on activity levels. Despite the near-term challenges, the outlook remains positive. In this webinar Dr Nicholas Fearnley, Matthew Mercer, and Adrian Hart will discuss the outlook and key risks for construction activity in the US, and answer the following questions? • How does the outlook vary across states and metros? • When will residential construction activity rebound? • What do construction industry capacity constraints mean for the delivery of the IIJA? • What are the risks and implications of higher interest rates and construction costs? • What is our outlook for construction costs?

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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 pump market outlook and implications of the energy transition

with Andy Logan and Jeremy Leonard | Online | July 27, 2023

The global pump market faces a challenging near-term future amid high interest rates and weakness in capital spending. But the impact of the energy transition will bring even larger structural shifts that will create winners and losers across industrial sectors. Join us for an overview of the market, drawing from our recently released Global Pump Market Outlook report as well as our Industry Climate Service.

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