Events, Webinars and Podcasts

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

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Webinar
Fed aims to slay the inflation dragon – what will it take?

with Kathy Bostjancic and Lydia Boussour | Online | September 15, 2022

The Federal Reserve, led by Chairman Powell has raised the fed funds rate by the fastest pace since the 1980’s when former Chairman Volcker set out to slay the inflation dragon that lingered from the 1970’s. We estimate that Fed still needs to raise the policy rate by another 150bps and expect that to be done by the end of this year. This would lift the fed funds target range to 3.75% - 4%, which should help lead inflation markedly lower by the end of 2023. However, this comes at a cost as the restrictive policy level will tip the economy into a mild recession in H1 2023.

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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.

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Webinar
US Economic Outlook: Pathway to a softish landing

with Kathy Bostjancic and Nancy Vanden Houten | Online | July 12, 2022

Recession headwinds have increased as the Fed is more aggressively front-loading rate hikes due to very sticky and elevated inflation. Despite the possibility of two consecutive quarters of negative growth, there still remains a pathway, albeit narrowing, toward a softish landing. The easing of labor and product supply constraints and a still sizeable pool of consumer savings should underpin the expansion.

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Webinar
Fed still has a good chance of navigating a soft landing

with Kathy Bostjancic and Lydia Boussour | Online | June 9, 2022

The Federal Reserve fell behind the inflation curve and now is committed to aggressively front-loading policy tightening, which is helping to send recession odds higher. We will discuss when they are likely to scale back on the tightening and the unique dynamics in this expansion that give the Federal Reserve a fighting chance to achieve a soft landing.

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Webinar
Where real estate investors should look for shelter from high inflation

with Christopher Babatope and Mark Unsworth | Online | May 4, 2022

With US headline inflation hitting its highest level since December 1981 in April and the Federal Reserve entering a front-loaded tightening cycle, there is plenty for real estate investors to consider. At the national level we still expect 2022 returns to be above historical averages but the picture among sectors and cities is mixed. We examine where investors can find the best shelter from the impact of higher inflation across the US and how real estate compares to other asset classes.

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Webinar
US Outlook: Shifting headwinds

with Kathy Bostjancic and Lydia Boussour | Online | April 12, 2022

The US economy faces shifting headwinds - Higher inflation and greater uncertainty triggered by Russia's invasion of Ukraine are overshadowing current concerns about Covid. We anticipate real GDP will grow by 3.2% this year and slow to 2.0% in 2023, but risks are tilted to the downside given the intensifying inflation shock, increased supply chain stress, a more hawkish Fed, and a large fiscal drag.

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Webinar
US Construction: Tracking large projects in construction spending

with Abby Samp and Peter Colson | Online | April 1, 2022

Our US Construction Forecasting service, provides unparalleled visibility of US public and private construction spending across all 50 states, as well as more than 400 cities and 3,000 counties. The forecasting service highlights structural trends brought about by the pandemic, as well as government policy, across more than 20 categories of construction activity. In addition, due to the use of projected-forward starts data, the user can see the impact of large projects in specific geographies.

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Webinar
Macro Strategy – Positioning for late cycle dynamics

with Javier Corominas and Daniel Grosvenor | Online | March 24, 2022

The Russian invasion of Ukraine means the Dollar and other global risk-free assets will continue to be bid for the next few weeks but will ultimately unwind once the funding stress is over in money and FX swap markets. Looking ahead, we are now entering a late cycle environment, and this implies a move to a more positive stance on US duration. We remain overweight non-US equities on the back of a significant valuation and sentiment driven gap that has emerged following the risk-off price action thus far.

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Webinar
Understanding climate change from a global to local perspective

with Alex Mackle, Barbara Byrne Denham and Ben Wright | Online | January 28, 2022

Join us as we bring together important perspectives and analysis on climate change for US policy-makers and business decision-makers. Lead Economist Alex Mackle will explain our recent research on modelling the economic impact of climate change, climate change scenarios, and our new Global Climate Service. Senior Economist Barbara Denham will discuss the potential impact on population growth and demographics for US states and metros. Ben Wright, Senior Research Manager for Thought Leadership, will share key findings and best practices from our most recent studies with SAP, the Consumer Technology Association, and EY on how companies should re-think their approach to climate change and make their operations more sustainable.

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Webinar
Russia and Ukraine: Geneva stalemate isn’t an endgame

with Tatiana Orlova and Gabriel Sterne | Online | January 26, 2022

Russian and Ukrainian markets have probably overreacted to the apparent failure of the Geneva talks between the US and Russia. Geopolitical risks in the region remain elevated. But given the high potential cost of a military action, we believe Russia is more interested in continuing negotiations with the US and Nato than in attacking Ukraine.

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