Events and Webinars

Webinar

The future of European industrial competitiveness

with Jeremy Leonard and Nico Palesch | Online | July 25, 2024

Since the onset of the energy crisis much has been made of the threat of European deindustrialisation—the notion that large swathes of manufacturing are going to permanently leave Europe because of a degraded competitive position. Join us to hear us decompose European industry's short-, medium, and long-term challenges, define what deindustrialisation would look like and how likely it is, and outline our latest research on which industries are poised to decline and which ones are in a good position to keep growing as the industry cycle turns—and beyond.

Webinar

Global industry forecast update: Momentum is building

with Jeremy Leonard and Nico Palesch | Online | June 13, 2024

After two years of relatively sluggish activity we see signs that the worst has passed for global industry. Join our global industry team to get the latest on why we think the turnaround is imminent and in which regions and sectors it will be most keenly felt. Major themes include Europe, which has dug itself into a deep hole with respect to manufacturing activity over the past year, and why we think it on the verge of turning the corner back to growth and how US industry is expected to cope in and after what is expected to be a closely-fought and volatile election year. In the Asia-Pacific region we will discuss how Japan is dealing with the aftermath of the Daihatsu production line scandal that seriously dented Q1 industrial output and the extent to which China can continue relying on manufacturing sector output to boost overall growth amidst a volatile global environment, the threat of tariffs, and persistent worries around overcapacity.

Event

Orderbook Update: A Changing Seascape for Ports and Destinations

with Innes McFee and Alessandro Theiss | In-Person | May 21, 2024

Webinar

China’s New Manufacturing Push

with Louise Loo | Online | April 10, 2024

China’s industrial policy has played a pivotal role in its growth strategy over the past few decades. A renewed state-led push into “new industrialisation” and the “new productive forces” has the potential to accelerate the country’s move up the manufacturing value chain, but could also invite greater protectionist backlash and heighten China’s vulnerability to external demand shocks. We discuss these dynamics in greater detail and invite questions from our readers.

Webinar

Winter forecast update: US Industry and Tech Spending outlook

with Victoria Tribone and Ahmed Abdelmeguid | Online | February 14, 2024

Our US Industry economists will provide an update on the latest US industry trends and outlook for 2024. This will include a discussion on key themes for the year, such as private sector spending on Tech Services and how we expect the Service sector to continue to outperform relative to the industrial economy. The more robust growth in manufacturing and service subsectors, like information services and electronics, is driven, in part, by strong end-user demand and a normalization of supply dynamics.

Webinar

Natural gas prices hit record high – what next?

with Kiran Ahmed, Stephen Hare and Toby Whittington | Online | September 21, 2022

Gas prices have hit new records in recent weeks as supply of Russian gas to Europe has been curtailed. We examine our baseline assumptions underpinning our price forecast and the implications for other commodity prices against the backdrop of an already weak macroeconomic environment.

Webinar

Reeling European energy markets raise risks of industrial recession

with Abby Samp and Max Anderson | Online | September 14, 2022

Global industrial output is expected to slow in 2023 against a backdrop of growing economic headwinds and a rotation in spending away from spending on goods and towards services. An inventory build-up – albeit from a low level – poses a further risk to industrial production if demand falls more than expected, and the energy squeeze in Europe will put pressure on industrial output there. Join Abby Samp and Max Anderson as they discuss the latest update to Oxford Economics’ Global Industry Forecast.

Webinar

US macro, industries, and metro outlook – Challenges mount but recession hasn’t arrived

with Oren Klachkin and Ahmed Abdelmeguid | Online | August 11, 2022

The recovery’s best days are clearly in the rear-view mirror as the economy confronts persistently hot inflation, tighter financial conditions, ongoing supply chain stress, downbeat sentiment and softening spending. US industrial growth has slowed in the face of these challenges and services are not immune from these headwinds. Odds of a recession are rising, but there is still a pathway to a soft landing. Tune in to this webinar to learn where the US economy is headed through the rest of 2022 and into 2023 – with a focus on the path forward for industries.

Webinar

Global construction sector continuing to rebound in 2022

with Nicholas Fearnley | Online | February 8, 2022

Globally, the value of Construction Work Done is continuing to rebound following the Covid disruption, supported by government stimulus which is being targeted in different ways across different countries. The outbreak of the omicron variant and the Evergrande default, however, weigh over the near-term outlook. In this webinar we present our key findings of the distribution and outlook of construction activity across sectors and countries. We will also discuss our plans for the service, including further developments that will be launched over the coming year.