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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
China & India: Key Themes for 2025

with Alexandra Hermann and Betty Wang | Online | December 17, 2024

Increased uncertainty about trade disruptions and the policy mix shape the outlook for 2025 globally. China will likely be at the centre of a possible escalation of the trade war that already started during Trump’s first term. Domestically, China also faces lingering deflationary risks. Authorities have launched short-term policy stimulus, but demand-side reforms like improving social security nets are still lagging. India, meanwhile, with its largely domestically focused economy will likely be less impacted by the new US administration's fiscal and trade policies. Key to watch will be how strong private consumption demand will grow against a backdrop of structurally weak labour markets.

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Webinar
Commodity key themes 2025: Another volatile year for commodity markets as Trump 2.0 looms

with Stephen Hare, Kiran Ahmed, Diego Cacciapuoti and Samuel Bakst | Online | December 16, 2024

In this webinar, we explore the key themes driving commodity markets in 2025. We expect the US will impose blanket tariffs on Chinese exports next year, and that China will retaliate, weakening economic growth and commodity demand. Trump will also likely make major energy policy announcements early next year, intending to expand US oil production and boost LNG exports. We anticipate the US dollar will strengthen next year, putting further downward pressure on commodity prices. Furthermore, China, by far the largest consumer of commodities and with a structurally slowing economy, will drag on commodity demand next year without further stimulus, while OPEC+ faces another challenging year as the group sets to unwind production cuts.

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Webinar
A new world: how Trump and GenAI will impact global industry

with Nico Palesch and Sean Metcalfe | Online | December 13, 2024

This month, we have updated our forecasts for global industry to reflect the results of the US election, which will lead to large-scale changes to fiscal, tariff and migration policy. Alongside this, we have also updated our forecasts to account for the sectoral impacts of GenAI, where the gains will be spread unevenly across sectors and skew towards the services side of the economy. In this webinar, we will take these two major themes in turn and draw out their sectoral implications. We will also identify some of the other major trends that will shape industrial activity for the year ahead.

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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
Key Themes for Australia’s Economy in 2025: Growth, Policy, and Election Impacts

with Sean Langcake | Online | December 5, 2024

The prospects for the Australian economy are set to improve in 2025, with easier policy settings and lower inflation set to boost growth. But the economy is still facing capacity constraints, which in some instances are being exacerbated by a high level of public spending. This webinar will explore the key forces that will shape 2025, including how the economy will shape the Federal election; how long the RBA will stay on the side lines before cutting rates; when will the labour market eventually ease, and what the early stages of the second Trump presidency is likely to mean for the Australian economy.

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Webinar
Key EM themes for 2025

with Evghenia Sleptsova, Gabriel Sterne and Sergi Lanau | Online | December 4, 2024

We present our views on the impact on EMs of the Trump presidency, key trends and outlook for sovereign risk, monetary policy outlook and the implications of a prolonged period of hawkishness, and top macro and asset calls for 2025

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Webinar
UK economic key themes for 2025

with Andrew Goodwin and Edward Allenby | Online | December 3, 2024

The UK economy ends 2024 at a crossroads. After a surprisingly strong H1 2024, GDP growth almost ground to a halt in Q3. But at the same time, many forecasters – including the Office for Budget Responsibility and the Bank of England – have become more optimistic about prospects for 2025. We take a more cautious view and in this webinar we'll look at four key themes that we expect to shape the outlook for the UK economy in 2025.

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Webinar
Eurozone economic key themes for 2025

with Angel Talavera | Online | December 2, 2024

We explore the main themes shaping the outlook for the eurozone next year. After years of multiple shocks, monetary and fiscal policy will become again the main factors driving the economic outlook. But Trump’s return to the White House and the threat of a trade war will present a key risk to the open European economy.

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Webinar
Asia key economic themes for 2025

with Arup Raha | Online | November 26, 2024

We look at the key themes likely to play out in Asian economies over 2025. In particular, we look at the effects of likely US trade and monetary policy. Within Asiam, we discuss how China is likely to responds to a structural domestic slowdown and external headwinds. Lastly, we look at how AI may shape Asia's growth story.

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Webinar
US economic key themes for 2025

with Ryan Sweet | Online | November 25, 2024

We remain more optimistic than the consensus on the US and expect its period of growth exceptionalism to continue. Policy uncertainty will remain high but this isn’t the first, nor the last, the economy has dealt with elevated uncertainty. Businesses can quickly adapt and the prospects for expansionary fiscal policy on top of an already solid backdrop for US consumer spending and investment, the US economy will likely further distance itself from the rest of the pack.   

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Webinar
Global economic key themes for 2025

with Ben May | Online | November 20, 2024

There is a strong consensus amongst forecasters that global growth is likely to hold broadly stable next year. While we see little reason to disagree, in our latest webinar we highlight the key themes which we think will have a crucial bearing on next year's likely relative winners and losers. In particular, we focus on the extent to which a Trump presidency will cement US economic outperformance, whether the battle with inflation has finally been won and the speed with which looser monetary policy will begin to support economic activity in the wider economy.

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