Events and Webinars

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

Conference

Filter by

Showing 21-34 of 34
Webinar
US Outlook: Shifting headwinds

with Kathy Bostjancic and Lydia Boussour | Online | April 12, 2022

The US economy faces shifting headwinds - Higher inflation and greater uncertainty triggered by Russia's invasion of Ukraine are overshadowing current concerns about Covid. We anticipate real GDP will grow by 3.2% this year and slow to 2.0% in 2023, but risks are tilted to the downside given the intensifying inflation shock, increased supply chain stress, a more hawkish Fed, and a large fiscal drag.

Request Recording
Webinar
Ukraine and CEE economies – learning to live with the war and its consequences

with Evghenia Sleptsova and Gabriel Sterne | Online | April 11, 2022

The Ukrainian economy has halved in sized since the Russian invasion. We take stock of the how Ukraine is coping with such unprecedented stress. With exports blocked at sea and sowing season at risk, we also highlight which commodities are of systemic importance globally. We’ll pay particular attention to our analysis of the knock-on effects that underpin our downward revisions to CEE output growth.

Request Recording
Webinar
La guerre Russie-Ukraine, quelles conséquences pour la Présidentielle et l’économie mondiale ?

with Daniela Ordonez and Pierre Delage | Online | April 8, 2022

L’élection présidentielle se profile en pleine incertitude créée par la guerre en Ukraine, et ses conséquences sur les prix des matières premières et le pouvoir d’achat. L’inflation, déjà stimulée par les problèmes de chaines de valeurs et les confinements en Chine, aura un impact sur les votes en avril dans un pays marqué par la crise des gilets jaunes. Quelle économie mondiale nous attend et quel Président pour la France, dans un contexte de ralentissement qui renforce les risques de stagflation et met les banques centrales face à un dilemme cornélien?

Request Recording
Webinar
Il conflitto Russia-Ucraina: l’impatto sull’economia italiana e dell’eurozona

with Nicola Nobile | Online | March 30, 2022

Il conflitto in Ucraina ha portato ulteriori incertezze sulla ripresa dell’economia che, in uscita dalla crisi causata dal Covid-19, doveva già affrontare i rischi causati dall’inflazione e dall’aumento del prezzo delle commodities. Questi due aspetti sono stati ulteriormente amplificati dall’invasione dell’Ucraina da parte della Russia, che ha immediatamente fatto scattare delle pesanti sanzioni da parte del mondo occidentale.

Request Recording
Webinar
Macro Strategy – Positioning for late cycle dynamics

with Javier Corominas and Daniel Grosvenor | Online | March 24, 2022

The Russian invasion of Ukraine means the Dollar and other global risk-free assets will continue to be bid for the next few weeks but will ultimately unwind once the funding stress is over in money and FX swap markets. Looking ahead, we are now entering a late cycle environment, and this implies a move to a more positive stance on US duration. We remain overweight non-US equities on the back of a significant valuation and sentiment driven gap that has emerged following the risk-off price action thus far.

Request Recording
Webinar
The impact of the Russia-Ukraine war on Emerging Markets

with Tatiana Orlova and Gabriel Sterne | Online | March 11, 2022

We focus on elevated levels of risk, a slowing global economy, and via a detailed assessment of the commodities spike on the terms of trade of 44 EMs. We will assess the extent to which asset markets have appropriately factored in the news across EMs.

Request Recording
Webinar
Eurozone: As Covid concerns fade away, war in Ukraine and inflation fears take over

with Angel Talavera and Oliver Rakau | Online | March 2, 2022

As Covid fears dissipate, geopolitical tensions and inflation risks now dominate the outlook. Russian invasion of Ukraine means a longer period of high energy prices and increased volatility, which will hit the European economy and complicate things even further for the ECB as it attempts to start its process of policy normalisation.

Request Recording
Webinar
The economic implications of Russia’s full-scale invasion

with Tatiana Orlova and Innes McFee | Online | February 25, 2022

In this webinar, we will assess the implications of the Russian invasion, including via our revised model-based forecast. We will explore the potential impact of higher European gas, oil and food prices over the medium term, as well as more financial market disruption and greater global sanctions on Russia. From an economic perspective, the biggest loser (other than Ukraine) looks set to be Russia. Submit your questions to our economists via the chat panel during an extended Q&A at the end of the session.

Request Recording
Webinar
Russia and Ukraine: Geneva stalemate isn’t an endgame

with Tatiana Orlova and Gabriel Sterne | Online | January 26, 2022

Russian and Ukrainian markets have probably overreacted to the apparent failure of the Geneva talks between the US and Russia. Geopolitical risks in the region remain elevated. But given the high potential cost of a military action, we believe Russia is more interested in continuing negotiations with the US and Nato than in attacking Ukraine.

Request Recording

Trusted By

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