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Webinar
Early look at 2026: Global outlook for corporates for the next 12-18 months

with Martina Bozadzhieva, Marcos Casarin and Alex Mackle | Online | June 11, 2025

In this webinar, we'll share our most updated outlook for key markets and sectors globally for the rest of 2025. We'll also provide an early look at 2026 for companies beginning work on their 2026 budgets. We'll cover major geographies, including US, China, Europe, and emerging markets, as well as demand trends across consumers and industry. We'll discuss tariffs, costs, and planning challenges for firms and answer questions from companies looking to inform internal planning decisions in this uncertain environment.

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Webinar
Economic uncertainty leading to a steep drop in US industry

with Matthew Martin and Nico Palesch | Online | May 15, 2025

The US saw the largest forecast downgrade in our most recent industrial update. Policy uncertainty and financial market volatility are expected to weigh heavily on business investment, particularly in equipment and structures. In addition, the tariffs are expected to lead to a sharp increase in goods prices and import costs for US manufacturers. In the Webinar, Matthew Martin and Nico Palesch discuss the latest US macroeconomic forecast and the impact on US industry, tech, and construction.

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Webinar
The state of cruising: clear or unclear waters?

with Christian Savelli and Sean Morgan | Online | May 14, 2025

Join our inhouse cruise experts to hear the latest results from our regular Cruise Trends Survey, a comprehensive survey among cruisers from key cruise markets, including the United States and the UK. How is the industry performing against customer expectations, what cruise regions are most sought after, and how are consumer preferences evolving in this rapidly changing and fast-growing sector? These are just a few of the findings we’ll explore in this deep dive into the global cruise industry which provides a wealth of insights to understand the sector from important perspectives, empowering critical understanding for cruise developments.

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Webinar
US tariff hikes to cause global industrial recession

with Abby Samp and Max Anderson | Online | May 8, 2025

The significant escalation in US tariffs since early April is set to generate a shallow recession in global industry. The tariffs and surrounding economic uncertainty are set to weigh disproportionately on manufacturing activity. In this Webinar, Max Anderson and Abby Samp will explore the latest Global Industry Forecast update and the risk factors that leave a sector vulnerable to US-imposed tariffs.

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Webinar
Trump 2.0: Global Trade, Tariffs & Economic Shifts

with Innes McFee, Ben May, Geoffroy Dolphin, Jeremy Leonard, Scott McEwan and Tony Stillo | Online | May 7, 2025

In part two, of our Trump 2.0 webinar series, we explore the international consequences of President Trump’s return to power. With initial tariffs far exceeding expectations, we will discuss renewed tariff tensions, shifting alliances, supply chain disruptions and global market uncertainty. We will examine how the first 100 days have shaped the global economic landscape — and what the ripple effects may be in the months to come. We’ll focus on cross-border trade, sector-level impact, climate and the evolving role of the US to its neighbours and globally.

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Webinar
トランプ関税下の世界経済：経済モデルを用いたシナリオ分析

with Norihiro Yamaguchi | Online | April 23, 2025

今次ウェビナーの前半では、トランプ関税下、最新の世界および日本経済見通しを説明します。当社では、一連の関税の発表を受け、米国の2025年の成長率見通しを従来の2.0％から1.2％へと大幅に下方修正、日本経済についても、今後、2026年前半までゼロ成長を強いられるという見通しに変更しました。内外経済・物価の先行き不透明感が増すなか、日銀は利上げサイクルを一時停止し、次回の利上げは2027年にずれ込むと予想します。 　後半では、各国の関税政策をめぐる不確実性の高さを踏まえ、当社マクロ経済モデルを用いたシナリオ分析を紹介します。実際にモデル上の「関税レバー」を操作し、「相互関税」の復活や、グローバルな関税の応酬激化を想定した場合の世界経済・金融市場・コモディティ市場への影響を、波及経路を確認しながら検討します。

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Webinar
A dampened CRE recovery in 2025

with Abigail Rosenbaum and Riccardo Pizzuti | Online | April 4, 2025

While we anticipate solid economic growth in 2025, ongoing tariff uncertainty continues to pose downside risks. We expect US inflation to rise in the short term, leading the Fed to hold rates steady until December. Elevated long-term bond yields are expected to temper investor sentiment. As a result, the commercial real estate (CRE) pricing recovery will remain subdued this year, though not derailed, before gaining stronger momentum in 2026 and 2027. In this real estate webinar, we utilize our proprietary Relative Return Index (RRI) to identify compelling risk-adjusted investment opportunities across global CRE markets as the pricing recovery unfolds.

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Webinar
Can the economy weather the policy storm?

with Ryan Sweet and Michael Pearce | Online | April 3, 2025

The narrative around US policymaking and its growth impacts this year. Tax and spending changes wouldn't take effect until next year, while immigration restrictions would slowly weigh on the economy, as not all recent immigrants immediately participate in the labour market and past immigrant cohorts would support growth in labour supply this year. However, the biggest wild card in our forecast has always been trade policy but DOGE is an emerging risk. Deregulation is an upside risk to the near-term forecast as it could boost productivity growth and business investment. This webinar will discuss how the policy landscape, the near-term economic outlook and what is ahead for the Federal Reserve.

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Webinar
Global travel growth opportunities amid tariff and trade uncertainty

with Helen McDermott and Chloe Parkins | Online | April 2, 2025

2025 is off to an interesting start for global travel. Two months into his second term, President Trump has begun to implement tariffs on China, Canada, Mexico and the EU and has signalled he may go further on these measures and recent data is beginning to shed light on the potential impacts on travel. In this webinar, we examine who has the most to lose in the global trade war and what opportunities remain across global travel activity.

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Webinar
Tariffe e tensioni geopolitiche, quale impatto per l’Europa?

with Nicola Nobile and Paolo Grignani | Online | March 26, 2025

Mentre il mondo si scontra con un’amministrazione Trump molto interventista, l’economia dell’Eurozona rimane sostanzialmente bloccata, in attesa di sviluppi sul fronte dazi e alle prese con la questione Ucraina e le relative implicazioni a livello di spesa per la Difesa.

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Webinar
For Asia, the Trump regime is not just about tariffs

with Arup Raha | Online | February 20, 2025

We are about a month into the Trump presidency and Asia appears to be coping quite well despite the continued looming fear of tariffs. However, the financial markets have been reacting since September of last year, with higher US bond yields and a stronger US dollar. These developments are likely to affect Asian growth prospects and also the ability of policy to respond. We draw out the implications. Plus: Could AI be China’s magic potion out of stagnation?

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Webinar
US Industry 2025 Outlook: Productivity gains & fiscal policy to drive a strong year

with Ahmed Abdelmeguid and Joe Monahan | Online | January 30, 2025

This webinar will present the US industrial outlook. Our latest forecasts are heavily influenced by assumptions regarding the incoming administration's policies, will boost near-term industry growth but introduce medium-term risks. Additionally, ongoing productivity improvements have led to upward revisions in our service sector forecasts.

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Webinar
Canada Key Themes 2025 – Policy shocks buffet slow-growing economy

with Michael Davenport and Tony Stillo | Online | January 28, 2025

In this webinar, we'll examine four key questions that will shape the Canadian economy in 2025. How much will easier financial conditions and a resilient global backdrop support growth? Will prevailing imbalances continue to weigh on the Canadian economy? To what extent will a shrinking population from Canada's new immigration policy slow growth? How might uncertain policy shocks in Canada and the US reshape economic prospects?

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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
Global Climate Service Webinar – Evolving pathways

with Beatrice Tanjangco and Samuel Holguera | Online | January 17, 2025

The Global Climate Service quantifies the macroeconomic impacts of six climate scenarios against a stated policies baseline. These scenarios help businesses understand the trade-offs and implications of climate mitigation. Our climate scenarios this quarter feature updated assumptions following new data from the IEA and NGFS. This webinar will have a geographic focus on the United States and will discuss potential shifts in global climate ambition in 2025.

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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
The global implications of rising US tariffs

with Adam Slater and Daniel Harenberg | Online | December 9, 2024

In this webinar we take a closer look at the potential implications of further rises in US tariffs on the global economy, using evidence from the US-China trade war and explore how damaging it would be for the world economy of a further escalation

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