Webinar

[Panel Discussion] COVID-19: The demographic winners & losers within Australia

Online |

With the economic recovery well underway, the long term economic impact of COVID-19 is now receiving more attention. The closure of the international border has turned Net Overseas Migration negative – the pace of population growth has fallen to its lowest level in over a century. This shift is having a profound (and in some cases surprising) impact on the domestic economy, the housing market, and construction sector activity. In this panel discussion session, our Chief Economist Sarah Hunter, Principal Economist Sean Langcake, and Principal Building Economist Tim Hibbert will discuss the following: When and how we expect the border to re-open, What the latest visa application and grant data suggests about the recovery in overseas migration over the next five years, How this recovery will feed through to individual states, and what this will mean for economic activity, How internal migration and birth rates have responded to the pandemic, and what this will mean for the local economy. We will be repeating the same webinar to cater for the difference in time zones between the Americas, APAC and EMEA: APAC - Thursday 15th April | 13:00 pm AEST EMEA - Friday 16th April | 10:00 am BST Americas - Friday 16th April | 16:00 EDT

Webinar

US Economic Outlook: A delicate balancing act ahead in 2022

Online |

The rampant spread of Omicron highlights that the economic outlook continues to depend on the course of the Covid virus. There will be a delicate balance between the fallout of this rapid strain versus encouraging news that show Omicron is less severe than prior variants.

Webinar

What’s next for Asia’s manufacturing and exports?

Online |

Topic: Asia’s manufacturing production and exports are not immune to ongoing global supply-side constraints. But our analysis shows that regional factors such as China’s weakening demand and domestic Covid-related restrictions have at times played a more important role. We discuss the drivers behind the slowdown in Asia’s manufacturing sector and exports and present our short-term...

Podcast

US Executive Podcast – March 2021

Online |

Gregory Daco, Chief US Economist, and Kathy Bostjancic, Chief US Financial Economist, discuss the outlook for the US economy.

Podcast

US Executive Podcast – December 2021

Online |

Gregory Daco, Chief US Economist, and Kathy Bostjancic, Chief US Financial Economist discuss the current outlook for the economy, inflation and the Fed's hawkish pivot.

Webinar

Key Themes for Cities in 2022

Online |

How different will 2022 be for the world’s major cities, compared with 2021? Will it be a continuation of partial and often erratic recovery, or will there be more of a take-off? Will working from home fade away, and will tourists be back in force? Might macroeconomic worries, plus adaption to climate change, cloud the picture? And are the answers the same for all major cities, or will trajectories sharply diverge?

Webinar

Key trends for global industry in 2022

Online |

The early phase of the post-pandemic industrial expansion was exceptionally strong, but momentum waned in the second half of this year as component and raw materials shortages stymied production and raised costs.

Webinar

How will the resurgence of Covid-19 cases affect the Asian construction sector?

Online |

The construction sector in Asia is being buffeted by head and tailwinds which are having markedly different impacts across countries and sub-sectors. The resurgence of Covid-19 cases amid low vaccination rates, and the potential default of Evergrande are further weighing on activity. In this webinar we will discuss the outlook for construction activity in Asia...

Webinar

Key trends for Africa in 2022

Online |

Uneven economic recovery, divergence in vaccination rates and intensifying fiscal pressures have been central themes affecting the African economic and political landscape this year. But what does the coming year hold? In this webinar we will have a closer look at the key themes for Africa in 2022.

Webinar

Impffortschritt und nachlassende Lieferengpässe bringen 2022 neuen Wachstumsschwung

Online |

Thema: Im europäischen Vergleich fiel der deutschen Wirtschaft dieses Jahr zunehmend die Rolle des Nachzüglers zu. Zwar legte die Politik mit ihren Fiskalimpulsen und den anfänglichen Impferfolgen ein robustes Konjunkturfundament, jedoch brachten erhebliche Lieferengpässe und stark steigende Energiepreise die Industrie ins Straucheln. Zudem dürfte die vierte Infektionswelle der Konsumerholung ein jähes Ende bereiten. Dennoch erwarten wir, dass sich das Wachstum nach einem schwachen Winterhalbjahr zunehmend belebt. Wobei insbesondere die Industrie neue Impulse setzen sollte, sobald die Lieferengpässe nachlassen. Unsere Referenten:

Webinar

2022: Prospettive economiche per l’Eurozona

Online |

Giunti alla fine del 2021, un’anno che ha confermato le aspettative di una robusta crescita, e con il 2022 ormai alle porte vorremmo analizzare le tematiche che caratterizzeranno ed influenzeranno il quadro macroeconomico nel corso del nuovo anno: dalla rinnovata prospettiva di crescita sostenuta dai consumi privati, passando per i rischi al ribasso legati alle difficolta’ di approvvigionamento lungo la catena del valore, per poi concentrarci sull’inflazione, che rimane l’argomento piu’ dibattuto e che sara’ il fattore chiave da tenere sotto osservazione ad inizio 2022.Parleremo di tutto questo senza ovviamente dimenticare la lenta uscita dalla crisi dovuta al Coronavirus, aiutata si dalle massicce campagne vaccinali ma che proprio in questi giorni si deve scontrare con la diffusione della nuova variante Omnicron che potrebbe portare a delle turbolenze anche in campo economico.

Webinar

Key trends for the global economy in 2022

Online |

Topic: Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in 2022. But next year will herald a new phase in the recovery, driven by distinct shifts in the key macroeconomic trends.

Oxford Economics Africa Roundtable Series

with | In-Person |

Podcast

Canada Economic Podcast – November 2021

Online |

Tony Stillo, Director of Economics for Canada, and fellow Economist, Michael Davenport discuss the state of Canada’s labour market recovery. In their conversation they emphasize that while Canada has now surpassed its pre-virus level of employment, a closer look at the labour market and broader measures suggest some slack remains and there’s still room before the recovery is complete. Additionally, they discuss growing reports of labour shortages in some sectors.

Global Outlook Conference Frankfurt

with | In-Person |

Webinar

Investment strategy: The case for non-US assets

Online |

Please note that we will be holding one webinar each for Americas, APAC and EMEA friendly timezones: APAC - Monday 18th January | 10:00 HKT EMEA - Monday 18th January | 10:00 GMT Americas - Tuesday 19th January | 16:00 EST Topic: The roll-out of Covid-19 vaccines and the recent Democrat victories in Georgia have helped drive a further rotation into non-US assets. We examine the factors that could help turn this recent reversal into a multi-year story.

Podcast

US Executive Podcast – November 2021

Online |

Gregory Daco, Chief US Economist, and Kathy Bostjancic, Chief US Financial Economist, discuss the current "M.E.S.S.I." inflation dynamics – Moderating Expansion with Sticky Supply-driven Inflation. In their conversation they underscore the underlying drivers of inflation, describe Oxford Economics' outlook for consumer price inflation and wage growth and discuss the likely outlook for the Federal Reserve – noting the risk of a policy error.

Webinar

Post-Covid Tourism Recovery in APAC

Online |

As the rollout of vaccines has progressed, countries are increasingly looking to re-open their borders and facilitate a return of international tourism. Approaching ‘herd immunity’ also has implications for domestic tourism, with internal lockdowns less likely. This webinar will look at the Tourism Economics outlook for travel and tourism in the Asia-Pacific region, including for...

Podcast

US Executive Podcast – October 2021

Online |

​​​​​Gregory Daco, Chief US Economist, and Kathy Bostjancic, Chief US Financial Economist, discuss why we think the US economy is going through a bout of “M.E.S.S.I.” inflation dynamics – Moderating Expansion with Sticky Supply-driven Inflation. They also highlight why we don’t think the Fed is at risk of falling behind the curve when it comes to inflation, and why a moderately tighter policy stance is warranted at this juncture.

Webinar

US macro, industries, and regions webinar – when strong demand meets limited supply

Online |

The economy's hot summer has given way to cooler growth dynamics in the final weeks of 2021. Demand is strong, but supply is the problem as firms across industries face transportation bottlenecks, input shortages, high production costs, and hard times filling persistent job vacancies. Economic activity is advancing at various speeds across regions, with some hit harder by the Delta variant. Join us to learn what we think is in store for the US economy – with a focus on the path forward for industries – into the medium-term.