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Webinar
Five key themes that will affect industry in 2024 — and beyond

with Nico Palesch and Sean Metcalfe | Online | December 13, 2023

2024 is shaping up to be a pivotal year for global industry: on the one hand, we expect some of the weakness of the past years to continue and broadly set a disappointing pace of growth, but on the other hand we expect that momentum will turn a corner towards the end of the year. Join us to hear about how we think key themes including higher interest rates, geopolitics, technology, the energy transition, and demographics, will will shape developments in industry both next year and in the years to come.

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Webinar
Quarterly City Overview Webinar

with Richard Holt and Barbara Byrne Denham | Online | July 13, 2023

Office-based employment growth is vital to cities across the world. But high interest rates are creating challenges for many, and new technologies pose uncertainties going forward. In this webinar our New York and London based city economists will outline our medium term forecasts for office-based jobs growth in North America, Europe and Asia Pacific, and take questions about our city forecasts, generally.

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Webinar
Euro area outlook: shifting from energy risks to financial risks

with Angel Talavera and Tomas Dvorak | Online | May 10, 2023

The euro area defied expectations of a winter downturn, and economic activity has proven remarkably resilient. But the economic outlook is now facing increasing risks from the impact of the sharp tightening in credit conditions. We’ll explore the outlook for the eurozone and have an in-depth look at the ways in which higher interest rates will impact the European economy.

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Webinar
Eurozone dodges winter bullet but outlook will remain challenging

with Angel Talavera and Tomas Dvorak | Online | February 14, 2023

European sentiment is improving quickly, as a warm winter and a remarkable effort in reducing gas consumption has erased the prospects of energy rationing during the winter. The improved prospects for the industrial sector means the euro area economy may avoid a recession, but beyond the outlook for energy, prospects will continue to be dominated by two other factors: the evolution of inflation and the impact of the interest rate hike cycle carried out by the ECB.

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Webinar
UK Macro – Where now for the MPC?

with Andrew Goodwin and Edward Allenby | Online | February 6, 2023

With inflation having past its peak and growing evidence that the labour market is beginning to loosen, the BoE is getting close to the end of its hiking cycle. In this webinar we react to the February MPC meeting and discuss how it has impacted on our interest rate forecasts.

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Webinar
US: 2023 Key Themes – Will the landing be hard or soft?

with Ryan Sweet and Oren Klachkin | Online | January 11, 2023

The US economy will need a lot of luck to avoid a mild recession this year because the headwinds are about to intensify. Historically, in bouts of high inflation and a weakening economy, the Fed has been slow to ease monetary policy. Therefore, we don’t anticipate the Fed cutting interest rates anytime soon and though there is a path to a soft landing, it’s narrow.

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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
Raw materials, wages, and the US construction outlook

with Abby Samp, Barbara Denham and Stephen Hare | Online | December 5, 2022

Rising commodity prices, wages, and interest rates are all expected to weigh on the US construction outlook through the course of 2023. Join Stephen Hare, Barbara Denham, and Abby Samp as they discuss these factors impacting US construction, including a look at the sub-national outlook.

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Webinar
Key themes for 2023 in Latin America

with Marcos Casarin, Felipe Camargo, Joan Domene and Debora Reyna | Online | November 28, 2022

We expect Latin American economies will be among the first to cut interest rates next year, but we also see the region falling into a shallow recession early in 2023. These, alongside the expectation that fiscal policy will feature more prominently in the debate, are amongst the key themes we believe will shape next year's economic outlook for Latin America.

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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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