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
2021 Australian Census Insights: Lockdowns, Migration, and Household Formation

with Timothy Hibbert and Maree Kilroy | Online | June 30, 2022

The first tranche of data from the Australian 2021 Census is due for release on the 28th of June. Representing the most comprehensive snapshot of the country, the census provides key insights to the economic, social and cultural make-up of Australia. In this webinar we will discuss the topical housing, population, and employment data points, including what they mean for our forecast outlook.

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Webinar
The Impact of Climate Change on Food Prices: Evidence from Southeast Asia

with Tom Rogers and James Lambert | Online | June 23, 2022

Tom Rogers (Head of Macro Consulting, Asia) will discuss our recent work with Food Industry Asia, looking at the impact of climate change on food prices. Tom will look at how Southeast Asia’s climate has changed – and will continue to do so, the econometric evidence about the impact to prices from historic and future warming, the potential cost to food prices from a successful net-zero transition, and what governments can do to protect consumers.

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Webinar
Eurozone outlook: Between recession risks and a booming summer

with Angel Talavera and Tomas Dvorak | Online | June 22, 2022

The list of risks facing the eurozone economy continues to grow. With inflation being stronger and more entrenched that previously expected, the ECB will be forced to implement a stronger monetary tightening. Meanwhile, the industrial sector continues to reel from persistent supply chain issues while consumers are suffering a massive hit to real incomes as a result of the inflation surge. Simultaneously, some sectors of the economy continue to outperform, with services, and in particular the outlook for the tourism sector looking bright ahead of the summer season.

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Webinar
Global scenarios – War Disruption

with Jamie Thompson and Alex Mackle | Online | June 13, 2022

This webinar examines the key insights from our Q2 Global Scenarios Service. Our latest scenarios quantify key risks to the global economy, including from severe war disruption and the pandemic.

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Webinar
When will inflation fall back and how quickly?

with Ben May and Tim Hunter | Online | May 19, 2022

While the spillovers from the Ukraine war and the impact on supply chains from China’s zero-tolerance approach to Covid-19 add to uncertainty over when and where inflation will peak, we continue to expect inflation to fall back sharply towards the end of the year and to undershoot consensus in 2023. In this webinar, we set out why we see inflation falling back so sharply and what are the likely implications for the wider economy and monetary policy.

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Webinar
US macro, industries, and metro outlook – Inflation and war take the spotlight from Covid

with Oren Klachkin and Barbara Byrne Denham | Online | May 17, 2022

High inflation, rising interest rates, greater supply chain stress, and the war in Ukraine have quickly replaced Covid as the major concerns facing the US economy. Despite these new challenges, we think the US economy still stands on solid ground. We look for leisure and hospitality to lead the growth charge as the broader US economy recoups all jobs lost to the pandemic by the end of 2022. Tune in to learn what we think lies ahead for the US economy – with a focus on the path ahead for US metros and regions.

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Webinar
Why global demographics are not inflationary

with Ben May and Daniel Harenberg | Online | March 17, 2022

Will the ageing of societies soon cause a substantial, structural rise in inflation and interest rates, as argued prominently by economists Charles Goodhart and Manoj Pradhan? We review their argument and show that it relies on extreme or flawed assumptions that when combined produce a misleading picture. Indeed, our in-depth modelling suggest the opposite: ageing societies will keep inflation and interest rates low for decades.

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Webinar
The impact of the Russia-Ukraine war on Emerging Markets

with Tatiana Orlova and Gabriel Sterne | Online | March 11, 2022

We focus on elevated levels of risk, a slowing global economy, and via a detailed assessment of the commodities spike on the terms of trade of 44 EMs. We will assess the extent to which asset markets have appropriately factored in the news across EMs.

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Webinar
Eurozone: As Covid concerns fade away, war in Ukraine and inflation fears take over

with Angel Talavera and Oliver Rakau | Online | March 2, 2022

As Covid fears dissipate, geopolitical tensions and inflation risks now dominate the outlook. Russian invasion of Ukraine means a longer period of high energy prices and increased volatility, which will hit the European economy and complicate things even further for the ECB as it attempts to start its process of policy normalisation.

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Webinar
Bond yields to peak this year

with Javier Corominas and Daniel Grosvenor | Online | January 24, 2022

In our first webinar of the year, our strategists Javier Corominas and Daniel Grosvenor discuss key global macro themes, including, why we believe yields will soon peak even as real rates have risen, why equities are poised to deliver positive returns again this year despite a near-term wobble, and our view of a softer US Dollar, which should allow for a strong performance across EM local assets.

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Webinar
What can alternative data tell us about relative economic performance?

Online | September 29, 2021

Topic: The speed with which the COVID-19 pandemic impacted the global economy forced economists to supplement their ‘traditional’ data sources with unconventional indicators. By tracking mobility data, stringency of restrictions indices and health outcomes and their relationship with GDP, employment and other key outcomes, we can now see in near-real time the economic fallout of the pandemic. The emergence of the Delta variant has made this intelligence invaluable. Asian countries with low tolerance levels for COVID are seeing growth momentum soften (and even reverse, in the case of Australia and New Zealand), while high vaccination rates have enabled an easing of restrictions in Europe and North America. In this webinar our Chief Economist, Dr Sarah Hunter and the Regional Manager for Macrobond Ian Hissey will discuss what we’ve learnt about the impact of COVID and restrictions on national economies over the last 18 months, what the alternative indicators tell us about current economic conditions, and how the recovery may evolve from here. Please note that we will be holding one webinar each for Americas, APAC and EMEA friendly time zones: APAC - Wednesday 29th September| 13:00 AEST EMEA - Thursday 30th September | 10:00 BST Americas - Thursday 30th September| 16:00 EST

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Webinar
Global outlook: Consumers are key to economic fortunes in 2022

Online | September 15, 2021

Topic: Next year, we expect the strength of global economic growth to increasingly be driven by demand-side developments, in stark contrast to the past two years when shifts in activity restrictions have been the dominant force. In this webinar, we assess the likely drivers of the recovery in 2022 as well as the likely underlying strength of the expansion. We will be repeating the same webinar to cater for the difference in time zones between APAC, EMEA and the Americas: APAC - Wednesday 15th September | 10:00 HKT EMEA - Wednesday 15th September | 10:00 BST Americas - Wednesday 15th September | 16:00 EDT

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Webinar
Mid-year update on Canada’s economic outlook: Primed for super-charged growth in H2 and through 2022

Online | August 18, 2021

Topic: Canada is on the verge of a growth spurt as widespread vaccinations permit a full reopening of the economy, pent up demand is released, consumers begin spending their excess savings, and fiscal and monetary stimulus continue in Canada and abroad. All provinces will fully recover by the end of this year, with Western provinces and metros expected to outperform the East after the disruption from the pandemic is overcome. Still, our new North American cities and regions scenario service suggests some downside risks will persist. Please note that we will be holding one webinar each for Americas, EMEA and APAC friendly timezones: Americas - Wednesday 18th August | 11:00 EDT EMEA - Wednesday 18th August | 10:00 BST APAC - Wednesday 18th August | 10:00 HKT

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Webinar
What does peak growth, peak inflation, peak policy support mean for the US economy?

Online | August 12, 2021

Topic: With the US economy likely past peak growth, peak inflation and peak policy support, what should we expect going into 2022? Where are we in the business cycle 15 months after the Covid crisis trough, and what are the risks to the outlook given the accelerating spread of the Delta variant. Please note that we will be holding one webinar each for Americas, EMEA and APAC friendly timezones: Americas - Thursday 12th August | 11:30 EDT EMEA - Friday 13th August | 13:00 BST APAC - Friday 13th August | 10:00 HKT

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Webinar
Global financial imbalances after the pandemic

Online | July 21, 2021

One of the biggest yet least understood features of the world economy are the huge financial imbalances across countries. Over the past decades, international net foreign assets – foreign assets owned by residents, net of domestic assets owned by foreigners – have exploded, affecting current accounts, exchange rates, interest rates, and more. That’s why it’s paramount for policymakers and market participants to understand where NFAs are headed.

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Webinar
UK Macro, Cities and Industry Outlook

Online | May 20, 2021

Spring appears to have firmly sprung for the UK economy, with the speedy rollout of vaccines and a relaxation of restrictions promising a rapid rebound in activity from 2020’s Covid-related slump. But the outlook for the economy is hardly short of uncertainties. To what extent will households dip into savings accumulated during lockdowns and fuel a hoped-for consumer rebound? Will a resurgence of inflation prove a spectre at the feast? How worried should we be about the dangers of persistent “scarring” to the economy’s capacity as a result of the pandemic? And how will the housing market fare in a post-Covid world? Join us, as we explore these questions, and more, from a macro, sectoral and regional perspective.

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