Events, Webinars and Podcasts

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

Conference

Filter by

Showing 1-20 of 33
Webinar
Eurozone 2023 themes: A race against time before next winter

with Angel Talavera and Daniel Kral | Online | December 6, 2022

The energy crisis will continue to dominate the European macro outlook next year. Following a recession at the start of the year, we expect a gradual recovery once the energy emergency eases, as a decline in inflation should allow household real incomes recover. But lower gas supplies will be a key risk to the outlook if Europe fails to secure enough energy or adjust its demand ahead of next winter.

Request Recording
Webinar
Why the US neutral rate will fall below pre-pandemic lows

with Ben May and Daniel Harenberg | Online | October 20, 2022

With US policy rates rising until inflation is clearly under control, we ask what will happen once inflation normalizes. To help answer this, we estimated the US neutral interest rate and the extent to which it has shifted due to fundamental, structural forces. We find that the neutral rate, having fallen strongly since 1970, will remain low through 2050, and we explain and quantify how nine secular forces are behind this.

Request Recording
Webinar
Positioning for a shallow recession

with Javier Corominas and Daniel Grosvenor | Online | September 26, 2022

We expect Q4 to be as challenging for markets as 2022 has been thus far. In our autumn webinar, 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 still poised for a turbulent period, and how credit will outperform other risk assets. As we move into 2023 we see increased opportunities for investors as policy differentiation takes hold and economic performance varies across markets, geographies and thus asset classes.

Request Recording
Webinar
Eurozone: Headed for recession this winter

with Angel Talavera and Nicola Nobile | Online | September 22, 2022

The eurozone economy is likely to fall into recession this winter, as the region continues to grapple with surging prices and the looming threat of energy rationing. With inflation showing no signs of easing, we expect the ECB to continue to hike rates aggressively despite the quickly deteriorating economic conditions. Simultaneously, the upcoming Italian elections add an additional element of uncertainty to the European outlook, we will explore this in more detail in the second part of the session.

Request Recording
Webinar
Global scenarios: Gas rationing and stagflation

with Jamie Thompson and Alex Mackle | Online | September 7, 2022

In recent months the risk that the global economy will slip into recession next year has risen and so has the risk of a protracted period of stagflation. We explore these risks, drawing on key insights from our latest global scenarios. Our focus is the potential fall-out from rationing of natural gas in Europe, as well as the implications of persistently elevated inflation expectations and policy rates.

Request Recording
Webinar
CEE shows limits of monetary policy in taming inflation

with Tomas Dvorak | Online | August 17, 2022

Similar inflation outcomes in CEE demonstrate the limits of monetary policy in combating the current surge in inflation. Slovakia has had a much looser monetary policy but its inflation rate has been similar to other CEE countries with sovereign central banks that have hiked aggressively since 2021. In this webinar, we will discuss the effectiveness of conventional monetary policy tightening in countering supply-driven, imported inflation, and its wider implications for the EM economies.

Request Recording
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.

Request Recording
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.

Request Recording
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.

Request Recording
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.

Request Recording
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.

Request Recording
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.

Request Recording
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.

Request Recording
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.

Request Recording
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.

Request Recording
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.

Request Recording
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

Request Recording

Trusted By

Sign up to our Resource Hub to download the latest and most popular reports.

Loading Form...