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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
A new world: how Trump and GenAI will impact global industry

with Nico Palesch and Sean Metcalfe | Online | December 13, 2024

This month, we have updated our forecasts for global industry to reflect the results of the US election, which will lead to large-scale changes to fiscal, tariff and migration policy. Alongside this, we have also updated our forecasts to account for the sectoral impacts of GenAI, where the gains will be spread unevenly across sectors and skew towards the services side of the economy. In this webinar, we will take these two major themes in turn and draw out their sectoral implications. We will also identify some of the other major trends that will shape industrial activity for the year ahead.

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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
What Mexico’s election results means for our outlook

with Joan Domene and Mauricio Monge | Online | June 12, 2024

We examine what Claudia Sheinbaum’s victory in Mexico’s presidential election means for the short- and medium-term outlook. Our outlook already accounted for a continuation of AMLO’s policies under Sheinbaum, but a likely supermajority in Congress has revived concerns of a further deterioration of the country’s macroeconomic fundamentals what will offset optimism around nearshoring benefits. The new administration is unlikely to alter the course of the economy for 2024, but downside risks for 2025 are growing especially due to the uncertain outcome of the US elections.

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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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