Events and Webinars

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.

Webinar

Global scenarios: Delta surge

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Topic: With the Delta variant expected to weigh on activity in the very near term, we examine the potential risks to the global economy and financial markets from the further spread of the coronavirus and associated public health measures.

Webinar

Key Themes for Canada in 2022: Economic recovery delayed not derailed

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Canada’s economic recovery from the pandemic has been delayed, not derailed. While the economy continues to benefit from reopening amid high vaccination rates, it is being hit by supply disruptions exacerbated by floods in BC, rising cost pressures, and resurgent health concerns as the Omicron variant ushers the pandemic into a new year. Join us to hear about six prominent themes we see for the Canadian economy in the year ahead.

Webinar

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

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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...

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

Post-Covid Tourism Recovery in APAC

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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...

Webinar

[Webinar] Foreign military involvement in Africa

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The US has exited Afghanistan, but there is little sign of it quitting Africa, or ending its often military-led foreign policy on the continent. The same goes for other nations..

Webinar

[Webinar] Japan: 2021年後半の世界経済：経済再開後の景気過熱リスク

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2021年7月13日に「2021年後半の世界経済：経済再開後の景気過熱リスク」をテーマとして、日本語のウェビナーを開催いたします。 今回は、弊社の最新の世界経済見通しのポイントをご説明した後、経済過熱懸念の最前線である米国のインフレの見通しや人手不足の下でも雇用の回復が遅い労働市場に関する分析をご紹介します。この結果導かれる米国FEDの今後の政策見通しは、米国の長期金利や株価に限らず、為替レートやグローバル資金フローにとっても大きな意味を持ちます。

Webinar

Lockdown and Vaccines – The ongoing impact of COVID-19 on Australia’s outlook

Online |

The emergence of community transmission of the Delta variant of COVID-19 has sent Australian cities into lockdown. This more transmissible strain of the virus has prompted swift action from state governments to restrict trading and travel activity, which will test the resilience of the maturing recovery. In this session, our Chief Economist Sarah Hunter and Principal Economist Sean Langcake will discuss how the current restrictions are shaping our outlook for the economy in 2021, and the risks associated with more protracted lockdowns. They will also discuss the role of the vaccine rollout in potentially normalising conditions, drawing on recent international experiences. In this panel discussion session, our Chief Economist Sarah Hunter and Principal Economist Sean Langcake will discuss the following: The latest round of lockdowns have clearly impacted household spending and mobility, how long will the recovery take? Is vaccination the only long term solution? And will this be enough? What is the transition to ‘COVID-normal’ likely to look like? We will be repeating the same webinar to cater for the difference in time zones between the Americas, APAC and EMEA: APAC - Thursday 8th July | 10:30 am AEST EMEA - Friday 9th April | 10:00 am BST Americas - Friday 9th April | 16:00 EDT

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

Impffortschritt und nachlassende Lieferengpässe bringen 2022 neuen Wachstumsschwung

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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

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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.

Podcast

[Podcast] The Macrocast: May 2021

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Episode 3 features discussions about how we’re including data on global warming in our economic forecasts (0:38), the latest on coronavirus developments (7:03), and the potential threat of overheating in some economies as a tsunami of consumer spending is unleashed while governments continue to prime the stimulus pump (11.24).About Oxford Economics Macrocast: Hosted by Julia Faurschou, each month we’ll discuss some of the key themes driving the macro economic agenda. Featuring interviews with top Oxford Economists, we’ll dig into our research pipeline to tell you what’s on our minds and what we’ll be writing about in the coming weeks. By tuning in each month, listeners will get an early picture of what to watch out for and the thinking behind our research.

Podcast

Canada Economic Podcast – November 2021

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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.

Webinar

FOMC outlook: Prepping to Taper

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The rapid spread of the Delta variant and lingering supply chain concerns have led to a visible softening in economic activity, visible in the soft August payroll report.

Podcast

[Podcast] The Macrocast: September 2021

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Focuses on the outlook for the remainder of 2021, particularly regarding how the spread of the Delta variant has affected our forecasts, how we see inflation progressing, and what that means for monetary policy.

Podcast

[Podcast] The Macrocast: April 2021

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Episode 2 features discussions about inflation and secular stagnation (1:01), the latest on coronavirus developments (9:44), and lastly the causes and implications of hot housing markets in North America and the UK (17:16).

Webinar

US Economic Outlook: A delicate balancing act ahead in 2022

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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

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

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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.

Oxford Economics Africa Roundtable Series

with | In-Person |