Events and Webinars

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

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Webinar
The State of the US Consumer in 2025

with Alex Mackle, Barbara Byrne Denham and Michael Pearce | Online | January 24, 2025

The US consumer is in a strong position heading into 2025. But beneath the headline strength, there are question marks around how much consumer spending is being driven by high-income consumers, and the pressures low-income consumers face, as well as how the policy mix under the incoming Trump administration will affect consumer spending patterns. In this event we will be covering: Strength of the US consumer in 2025. High vs low-income consumer outlook. Implications of the election result on the US consumer outlook. Consumer spending outlook at the state and metro level. Key risks to the consumer outlook. Key strategy insights for B2C corporates from our outlook.

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Webinar
Trump victory accelerates the changes to world trade

with Ben Udy | Online | December 19, 2024

Donald Trump's decisive victory in the US elections heralds an upheaval in the global trading system. While we don't know exactly what tariffs Trump will end up enacting, this webinar will explore our current forecasts and the potential implications for world trade"

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Webinar
Economic key themes of China and India for 2025

with Alexandra Hermann and Betty Wang | Online | December 17, 2024

Increased uncertainty about trade disruptions and the policy mix shape the outlook for 2025 globally. China will likely be at the centre of a possible escalation of the trade war that already started during Trump’s first term. Domestically, China also faces lingering deflationary risks. Authorities have launched short-term policy stimulus, but demand-side reforms like improving social security nets are still lagging. India, meanwhile, with its largely domestically focused economy will likely be less impacted by the new US administration's fiscal and trade policies. Key to watch will be how strong private consumption demand will grow against a backdrop of structurally weak labour markets.

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Webinar
Commodity key themes 2025: Another volatile year for commodity markets as Trump 2.0 looms

with Stephen Hare, Kiran Ahmed, Diego Cacciapuoti and Samuel Bakst | Online | December 16, 2024

In this webinar, we explore the key themes driving commodity markets in 2025. We expect the US will impose blanket tariffs on Chinese exports next year, and that China will retaliate, weakening economic growth and commodity demand. Trump will also likely make major energy policy announcements early next year, intending to expand US oil production and boost LNG exports. We anticipate the US dollar will strengthen next year, putting further downward pressure on commodity prices. Furthermore, China, by far the largest consumer of commodities and with a structurally slowing economy, will drag on commodity demand next year without further stimulus, while OPEC+ faces another challenging year as the group sets to unwind production cuts.

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Webinar
Eurozone economic key themes for 2025

with Angel Talavera | Online | December 2, 2024

We explore the main themes shaping the outlook for the eurozone next year. After years of multiple shocks, monetary and fiscal policy will become again the main factors driving the economic outlook. But Trump’s return to the White House and the threat of a trade war will present a key risk to the open European economy.

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Webinar
What 2025 and a second Trump presidency holds for Latin America

with Tim Hunter and Mauricio Monge | Online | September 27, 2024

Growth dynamics next year will differ across Latin America's six largest economies – Argentina, Brazil, Chile, Colombia, Mexico, and Peru – but most economies will experience an acceleration in growth. However, this contrasts with a consumer outlook which is losing steam, and instead we see investment and trade as driving higher growth in 2025. This will come with support from US and domestic monetary policy easing, as inflation will broadly be at target. We will explore the stories affecting individual economies, such as the risk of judicial reform in Mexico to investment and the impact of President Milei’s radical reforms in Argentina. November will bring the US presidential election, and we will examine the impacts on Latin America of a new trade war under a second Trump presidency.

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Webinar
Navigating the Geopolitical storm – our latest scenarios

with Jamie Thompson and Samuel Gonzalez Holguera | Online | September 12, 2024

How could escalating geopolitical tensions reshape the global economy? With businesses increasingly alarmed by geopolitical risks, this webinar will delve into the most pressing concerns identified in recent Global Risk Surveys. Our analysis covers the potential economic impacts of rising Middle East tensions and the consequences of a renewed trade war if Donald Trump returns to the White House. Additionally, we examine other risks associated with the 2024 US election, including the implications of a Kamala Harris presidential victory. Join us to gain critical insights from our latest Global Scenarios Service.

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Webinar
How the forecast may change after election day

with Ryan Sweet and Bernard Yaros | Online | July 15, 2024

During the next presidential term, the economy will receive a net boost from federal policymaking, and inflation will come in stronger, leading to a more cautious easing cycle by the Federal Reserve. This is the takeaway no matter the president and the political balance of power in Congress. In this webinar we will to take stock of the economy's performance across our six scenarios – two each for Trump, divided government, and the two most recent simulations for Biden.

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Webinar
Global scenarios – Trump 2.0

with Jamie Thompson, Daniel Moseley and Morgan Ansell | Online | June 10, 2024

This webinar examines the key insights from our latest Global Scenarios Service, focusing in particular on the implications of a Trump presidency for the global economy.

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Webinar
The impact of the strong dollar on emerging markets

with Adam Slater and Ben May | Online | May 28, 2024

We examine the potential impact of the recent rise in the dollar on emerging markets, looking at the channels by which the dollar can impact emerging countries, how these impacts have played out so far and might have changed over time and the outlook and risks going forward.

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Webinar
Economics of a second Trump presidency

with Ryan Sweet and Bernard Yaros | Online | April 29, 2024

Continuing our series of analyses on the 2024 election, we modeled the macroeconomic impact of a second Donald Trump presidency. If the former president wins on Election Day, he will most likely return to the White House with Republican majorities in the House of Representatives and Senate. Assuming full Republican control of government after the 2024 election, we constructed two scenarios that bookend a range of outcomes for the US economy. This webinar will discuss the results of the Trump scenarios, including for inflation, GDP, monetary policy, trade and immigration.

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