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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
Canada Outlook Webinar: Trump’s Trade War will Plunge Canada into Recession

with Michael Davenport and Tony Stillo | Online | May 13, 2025

Trump’s tariffs are undermining the long-established international trading framework and sparking a global trade war that nobody will win. This webinar will explore how the trade war will plunge Canada into a recession, and how targeted tariffs will affect prospects for key sectors of the economy.

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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
Trump 2.0: US Economy & Policy Shifts

with Ryan Sweet, Adam Sacks, Barbara Byrne Denham, Michael Pearce and Nico Palesch | Online | May 6, 2025

In the first session of our Trump 2.0 series, we turn our attention to the domestic landscape. We unpack how Trump’s early policy actions — from fiscal shifts and labour market interventions to immigration and industry-specific changes — are affecting the U.S. economy, and how tariff policies will impact local markets. We assess the immediate and longer-term consequences for states, cities, sectors, and tourism, and consider what lies ahead as the administration’s agenda takes shape.

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Webinar
Economic impact of trade wars

with Tomas Dvorak | Online | April 30, 2025

The rapid shift of the US towards protectionism under President Trump will have significant impacts on the eurozone economy.

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Webinar
LatAm got it easy in Trump’s tariffs, but pressure on Mexico continues

with Joan Domene and Tim Hunter | Online | April 29, 2025

We will examine what US tariffs mean for the region. Most Latin American countries face lower direct trade disruptions than Asian and European competitors from President Trump’s reciprocal tariffs. Lower dependence on US trade and tariff exclusions will limit direct impacts, but second round effects, lower commodity prices and China’s response will shape the fallout for the region. Mexico’s especially conciliatory stance has not yet yielded substantial concessions and downside risks to our outlook grow as Trump doubles down on attacks to its closest trade partner.

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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.

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Webinar
Nordics: Growth weighed by international policy uncertainty

with Rory Fennessy, Gustav Hummel and Nico Palesch | Online | April 24, 2025

Economic activity has firmed up recently, but inflation surprised on the upside in early 2025 and the international policy environment is more uncertain. In this webinar, we will unpack the drivers of our near-term macro, industry, and cities outlook for the Nordic economies.

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Webinar
Asia reacts to US tariffs

with Arup Raha | Online | April 24, 2025

We draw the implications of tariffs for Asian economies, in particular how the movement in financial markets may affect real economic outcomes.

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Webinar
Slow and Constrained – lower ambition, higher risk

with Beatrice Tanjangco, Samuel Holguera and Geoffroy Dolphin | Online | April 23, 2025

The Global Climate Service quantifies the macroeconomic impacts of six climate scenarios against a stated policies baseline. These scenarios help businesses understand the implications of climate change and trade-offs of climate mitigation. This webinar will cover our latest research on NDC ambition, the current NDC implementation gap, and the issue of policy credibility. In line with the fading enthusiasm for climate policy, we will discuss our latest low-ambition transition scenario, ‘Slow and Constrained’.

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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
ETC – European tourism trends and prospects: Q1 2025

with Chloe Parkins, Miro Blazevic and Menno Van IJssel | Online | April 23, 2025

As European travel enters a new phase of growth in 2025, Tourism Economics will highlight and examine the latest trends that have emerged so far this year and explore what greater global uncertainty means for travel activity going forward. Additionally, Lighthouse will cover the latest data and trends regarding short-term rentals in Europe, offering a recap of 2024 and providing insightful predictions for the year ahead.

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Webinar
No shelter from the external storm for Central and Eastern Europe

with Tomas Dvorak and Mateusz Urban | Online | April 14, 2025

CEE economies are currently showing solid growth momentum, but it is almost entirely domestically driven. Meanwhile, the external backdrop is becoming ever murkier. US tariffs and trade policy uncertainty are the most immediate concern. But German industrial underperformance, Chinese manufacturing overcapacity and growing competition, and the potential implications of a Russia-Ukraine ceasefire all weigh on the region. In this EM webinar, we will explore how these external forces are shaping the CEE’s economic and strategy outlook.

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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.

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Webinar
Aviation’s role in fuelling economic growth and how to future-proof global air transport

with Chloe Parkins, Sami Hamroush, Stephen Rooney and Haldane Dodd | Online | April 10, 2025

Aviation is a key driver of global economic growth, connectivity, and innovation. This webinar, co-hosted by Oxford Economics and the Air Transport Action Group, will explore the findings of the Aviation: Benefits Beyond Borders report, highlighting aviation’s role in economic development, job creation, and global trade, specifically in developing countries and emerging economies. It will provide a platform for an insightful discussion on the challenges of a global industry and how to future-proof air transport for generations to come.

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Webinar
Realigning supply chains in a time of tariff uncertainty

with Alex Mackle, Martina Bozadzhieva and Ricardo Gomez Melgar | Online | April 9, 2025

In this webinar, we'll explore the outlook for how tariff uncertainty may affect corporate decisions about supply chain structures. We'll also review Oxford Economics' updated Market Compass index. The index compares manufacturing attractiveness across markets globally to inform companies pressure-testing their manufacturing location plans.

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Webinar
UK Macroeconomic Outlook

with Andrew Goodwin and Edward Allenby | Online | April 7, 2025

The extent of the H2 2024 slowdown appears to have been exaggerated by residual seasonality in the GDP data, but 2025 still promises to be a challenging year. In this webinar we’ll analyse the UK outlook in light of the Chancellor’s Spring Statement and March’s MPC meeting.

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