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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
Global soft patch to push central banks towards policy pivot

with Ben May | Online | September 22, 2023

Economic resilience has been the key theme for the first half of 2023, but we have repeatedly argued that this unexpected strength mainly reflects spending borrowed from the future. Recently, it has become increasingly clear that the transition to weaker growth has begun. We expect a combination of a steady easing in headline and core inflation over the coming months and recessions or lacklustre growth to prompt the Fed and the European Central Bank to start cutting rates in April or May next year. The subsequent speed of policy loosening will be slow, in line with past cycles where cuts begun whilst core inflation was above target.

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Webinar
Global pump market outlook and implications of the energy transition

with Andy Logan and Jeremy Leonard | Online | July 27, 2023

The global pump market faces a challenging near-term future amid high interest rates and weakness in capital spending. But the impact of the energy transition will bring even larger structural shifts that will create winners and losers across industrial sectors. Join us for an overview of the market, drawing from our recently released Global Pump Market Outlook report as well as our Industry Climate Service.

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Webinar
Outlook for US business spending through recession and recovery

with Mark Killion and Ryan Sweet | Online | June 1, 2023

US companies face headwinds from higher capital costs and looming recession. Which industries will retain or restrain their spending during the economic slowdown and subsequent recovery? How will business spending on technology products and related machinery be impacted?

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