Events, Webinars and Podcasts

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

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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
Post-election scenarios for Brazil

with Marcos Casarin and Felipe Camargo | Online | October 28, 2022

Brazil's presidential election will be decided on October 29 in a runoff between left-wing former president Lula da Silva (PT) and far-right incumbent Jair Bolsonaro (PL). We think that a Lula victory could be a best-case scenario for investors, as the charismatic, progressive leader will have to reach consensuses with a conservative congress to pass legislation, reducing the risks of radical policy changes.

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Webinar
LatAm outlook: which central banks will be the first to cut rates in 2023?

with Marcos Casarin and Felipe Camargo | Online | September 2, 2022

As inflation reaches its peak, the key question in the region becomes which central bank will be the first to cut rates. Please join our LatAm chief economist Marcos Casarin as he provides an outlook update for the region focusing on the future of monetary policy and the implications for growth and exchange rates.

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Webinar
Recession risks in Latin America

with Marcos Casarin and Gabriel Sterne | Online | June 20, 2022

Latin America was one of the regions most affected by the current wave of imported inflation. And with all five major central banks bound to miss their inflation targets for three years in a row in 2021-23, policy rates have been increased significantly, taking real rates to multi-year highs everywhere. Partly as a result of this abrupt monetary tightening we expect four of the six largest economies in the region to enter technical recessions in the next 12 months.

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Webinar
Global Economic Outlook Webinar: Will high inflation halt the recovery?

with Ben May | Online | June 16, 2022

The global economy has started 2022 on a distinctly soft note and uncertainties over the economic fallout from the Ukraine war, high inflation and activity restrictions continue to cloud the nearer-term outlook. While recession risks have certainly grown over recent months, we continue to remain cautiously optimistic about the economic recovery. In this webinar, we provide an overview of our latest assessment of the global economic outlook.

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Webinar
Frontier market turmoil: Argentina’s value, Sri Lanka’s crisis, Egyptian FX worries

with Gabriel Sterne, Regis Chatellier and Maya Senussi | Online | May 24, 2022

Frontier markets will continue to be volatile in the near term, but bond valuations are attractive with plenty of arbitrage opportunities. We see value in Argentine bonds, as the country should benefit from higher commodity prices and liquidity risks are contained; we focus on the light at the end of Sri Lanka’s tunnel, with markets failing to price in the possibility of a successful IMF program; and also our concerns that further depreciation may be consistent with Egyptian stabilisation efforts.

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Webinar
Latin America’s winners and losers from the war in Ukraine

with Marcos Casarin and Felipe Camargo | Online | May 20, 2022

As a relevant commodity exporter, Latin America stands to benefit from the generalized increase in prices for raw materials. But the gains will not be uniform across all countries or across all sector of the economy, as the renewed rise in inflation will squeeze consumers' incomes and savings.

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