Home > Events

Events and Webinars

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

Conference

Filter by

Showing 1-4 of 4
Webinar
25% auto tariffs especially painful in Japan and South Korea

with Makoto Tsuchiya and Toby Whittington | Online | April 25, 2025

US tariffs of 25% on all automobile and auto parts will weigh heavily on the Japanese and South Korean automotive sectors. The US is the biggest automotive export destination for Japan and South Korea, with exports to the country accounting for over a fifth of sales in South Korea and 7% in Japan. Additionally, tariffs will hit shipments via third countries such as Mexico, consequently hitting domestic auto parts production. In this webinar, we will discuss how much auto production will be hit in Japan and South Korea and through which channels.

Request Recording
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。

Request Recording
Webinar
China: Rethinking Tariff Risks and Macro Implications

with Louise Loo | Online | April 11, 2025

While the direct macro effects of new (and potential) US tariffs could prove manageable for an economy with China's fiscal resources, Beijing's policy toolkit in response to rising tariff risks is also much bigger this time around, creating an additional source of uncertainty to the outlook. We dive into the range of possible retaliatory responses from China to ongoing trade tensions, the delicate balancing act between managing strategic interests and domestic economic headwinds, and their implications for our China forecast both in the short and medium terms.

Request Recording
Webinar
The evolving risks around tariffs

with Adam Slater and Ben May | Online | March 6, 2025

One of the most talked about uncertainties surrounding the global outlook remains the path for US tariffs. In this webinar we provide an update on what we consider to be the most likely path for tariffs and how the risks around this view are evolving.

Request Recording

Trusted By

Sign up to our Resource Hub to download the latest and most popular reports.
Also of Interest