Events and Webinars

Webinar

US economic key themes for 2025

with Ryan Sweet | Online | November 25, 2024

We remain more optimistic than the consensus on the US and expect its period of growth exceptionalism to continue. Policy uncertainty will remain high but this isn’t the first, nor the last, the economy has dealt with elevated uncertainty. Businesses can quickly adapt and the prospects for expansionary fiscal policy on top of an already solid backdrop for US consumer spending and investment, the US economy will likely further distance itself from the rest of the pack.   

Event

米大統領選後の世界経済の展望 ～産業別需要予測と成長の鍵～

In-Person | November 21, 2024

Event 米大統領選後の世界経済の展望 ～産業別需要予測と成長の鍵～ 21st November 2024 – 3:00pm to 5:00pm 東京都千代田区大手町1-4-1　 米大統領選後の世界経済の展望 ～産業別需要予測と成長の鍵～    今次セミナーでは、米国大統領選の結果を踏まえた2025年の世界経済の最新見通しをご説明したうえで、そうしたマクロ経済見通しが各産業の直面する需要にどのような影響を与えるか在日代表の長井滋人とエコノミストの土屋誠人よりご紹介します。 世界的に進む利下げは製造業や建設業を中心に2025年の産業活動を押し上げます。当社のアプローチは産業毎の金利感応度だけでなく、原材料や建材などのサプライチェーンを通じた関連産業への波及効果も勘案しています。 経済モデルを用いた当社の分析アプローチは複雑なマクロ変数間の相互作用を捉えるうえで有効なだけではなく、世界経済を巡る不確実性が高い状況で「中東情勢の悪化」「台湾有事」「高金利の長期化」などのシナリオ分析を行うことで、100超の産業別の売上、生産、投資の見通しについてリスクを定量的に把握でき、ビジネス上のリスク管理と高度な需要予測を行うことを可能にします。 ◆こんな方におすすめ： 　　 開催概要 日時：2024年11月21日（木）15:00-17:00※会場開催のみです。リアルタイム配信・アーカイブ配信はありません。  開催場所：株式会社国際協力銀行9F講堂 住所：東京都千代田区大手町1-4-1　Google Map: https://maps.app.goo.gl/7c9DMHeCH6rgV2ZX8 アクセス： 東京メトロ東西線 竹橋駅下車（大手町寄り） 3b出口直結東京メトロ・都営地下鉄 大手町駅（千代田線、半蔵門線、丸の内線、都営三田線）　徒歩5分東京メトロ・都営地下鉄神保町駅　徒歩5分  参加費：無料 使用言語：日本語定員：120名（定員に達し次第、受付終了となります） 締め切り：2024年11月14日（木）18:00  主催：オックスフォードエコノミクス、一般財団法人海外投融資情報財団後援：株式会社国際協力銀行 Agenda Speakers Register Now セミナーのお申し込みは終了しました。 セミナーに関するお問い合わせはメールにてお願いします。 [email protected] Related Services

Webinar

Canada Economic Outlook Webinar: Weak growth to continue in the face of stiff new headwinds

with Tony Stillo and Michael Davenport | Online | November 21, 2024

The Canadian economy continues to underwhelm. Growth remains weak and GDP per capita has now declined for two years. Our upcoming webinar will discuss prospects for the economy amid the key challenges it faces, tackling questions like: How will rapidly declining interest rates and new mortgage lending guidelines affect households? Will another Trump presidency mean higher tariffs for Canada’s exporters? How will the federal government’s new immigration plan affect the economy?

Webinar

Global economic key themes for 2025

with Ben May | Online | November 20, 2024

There is a strong consensus amongst forecasters that global growth is likely to hold broadly stable next year. While we see little reason to disagree, in our latest webinar we highlight the key themes which we think will have a crucial bearing on next year's likely relative winners and losers.

Webinar

Human rights – impacts and risks in supply chains

with Jake Kuyer and Ilana Gottlieb | Online | November 14, 2024

We are entering a new era of regulatory and consumer interest in human rights issues. The CSDDD heralds mandatory human rights due diligence in Europe and regulation on modern slavery proliferates globally. Companies are required to understand and address human rights issues in their own operations and along their broader value chains. In this webinar we'll explore how our advanced capabilities can support the identification and management of human rights impacts. Key Topics: The changing human rights regulatory landscape, including CSDDD requirements Exploration of our human rights offering, including heatmapping risk of modern slavery in supply chains and understanding impacts on Indigenous communities Presentation of a case study application of our capabilities, designed to analyse and manage adverse human rights impacts

Event

Global Economic Outlook Conference: Germany

In-Person | November 13, 2024

Event Global Economic Outlook Conference: Germany 13th November 2024 – 9.00am JW Marriot, Frankfurt Expect to learn about the outlook for the global economy in 2025, with US growth once leading the pack amid looser fiscal policy. The outlook for Europe is one of cautious optimism, in which a recovery in real incomes and lower...

Webinar

The near- and long-term economic impact of the US election

with Bernard Yaros and Ryan Sweet | Online | November 11, 2024

Former President Donald Trump will return to the White House next year, with Republicans likely controlling both the House of Representatives and Senate. Lawmakers will have to address three major fiscal deadlines in 2025: the debt limit, the expiring Trump tax cuts, and FY2026 government funding. Meaningful actions on tax and spending policy are in store. Meanwhile, a Trump White House will proceed unilaterally on trade and immigration policy. We will focus on changes to the baseline forecast and the risks to the US outlook, including fiscal sustainability.

Event

It’s the economy! Cosa cambia per l’economia globale ed europea dopo il voto USA

In-Person | November 7, 2024

Event It’s the economy! Cosa cambia per l’economia globale ed europea dopo il voto USA 7th November 2024 – 10.30am ISPI – Palazzo Clerici, Milano Oxford Economics e ISPI, sono lieti di invitarla al convegno che si terrà il 7 Novembre a Milano sull’impatto delle elezioni USA. Negli scorsi mesi Oxford Economics e ISPI hanno...

Webinar

Initial market reactions to US election results

with Gabriel Sterne and Javier Corominas | Online | November 6, 2024

Webinar

Trade in turbulent times – Shipping costs and the Red Sea

with Ben Udy | Online | November 5, 2024

2024 has, so far, been a disruptive year for global trade. Shipping costs jumped 300% y/y to peak in July. This is largely due to conflict in the Red Sea has which has disrupted nearly 20% of global shipping flows. This webinar will explore these issues and the outlook and risks to shipping costs and trade in the year ahead.

Webinar

UK Budget reaction

with Andrew Goodwin and Edward Allenby | Online | November 1, 2024

The new government will present its first Budget on October 30. We expect the government to present new fiscal rules, and increase both government spending and taxation. In this webinar we will analyse the main policy changes and assess the implications for our economic forecasts.

Webinar

Shifting dynamics in the travel & tourism outlook

with Helen McDermott and Chloe Parkins | Online | October 31, 2024

With global international travel set to recover fully this year, we explore the underlying drivers that have helped get there as well as factors that have hindered recovery in key regions and destinations. We explore the outlook for 2025 amid a softening economic backdrop in some key source markets and consider the key risks to the global travel industry as well as the key opportunities as we move into next year.

Event

US Election Virtual Roundtable

with Ryan Sweet, Bernard Yaros and Debra D'Agostino | In-Person | October 30, 2024

Ryan and Bernard will present the final results of the Oxford Economics election scenarios, which have been measuring the economic impact of every potential results for several months. We anticipate both the presidential and congressional elections to be a toss-up until Election Day, so our scenario approach is greatly valued by clients. Ryan and Bernard will also debate how the election results will impact the Federal Reserve, financial markets, global trade, industry winners & losers and the implications for the economy in 2025.

Webinar

Why Global Macroeconomic Climate Scenarios are key to understanding risks across countries, sectors and regions.

with Felicity Hannon, Sean Metcalfe and Daniel Parker | Online | October 29, 2024

comprehensive view of both transition risks (e.g., policy changes, market shifts) and chronic physical risks (e.g., long-term climate effects like rising sea levels or temperature changes). Understanding these risks is essential for informed investment decision-making as global economies adapt to climate challenges. You’ll gain insights on: How transition risks and physical risks affect different countries, sectors and regions. The role of climate policies and carbon pricing in shaping asset performance. Why consistent macroeconomic modelling is critical for assessing impacts. High level comparison to NGFS.

Webinar

Nordics: Growing tailwinds to support economic recovery

with Daniel Kral, Rory Fennessy, Lawrence Harper-Scott and Nico Palesch | Online | October 24, 2024

With inflation down significantly across advanced markets, major central banks have started to cut interest rates and households finally enjoy real income gains. But there are also reasons to be cautious, as geopolitical risks remain abundant. In this webinar, we will unpack the drivers of our near-term macro, industry, and cities outlook for the Nordic economies.

Webinar

A tale of two regions: cruise travel trends in the Caribbean and the Mediterranean

with Christian Savelli and Helen McDermott | Online | October 23, 2024

The cruise ship orderbook is one of the main drivers of change in deployment trends for the cruise industry. This session will discuss how the orderbook mix is impacting these two regions as they are experiencing different growth trajectories.

Webinar

Cutting back – a low energy demand pathway to net zero

with Beatrice Tanjangco and Samuel Gonzalez Holguera | Online | October 21, 2024

The Global Climate Service quantifies the macroeconomic impacts of six climate scenarios against our Oxford Economics baseline. These scenarios help businesses understand the trade-offs and implications of climate mitigation. This quarter, our new scenario “Low Energy Demand” highlights the role of reducing energy demand in the clean energy transition. In this scenario, the failure to decarbonise the grid and develop necessary technology like carbon capture compels the world to reduce energy demand. We assume that stringent climate policies are essential to induce the efficiency improvements and behavioural change required to meet climate goals. As the world transforms to make do with less energy, the economy is structurally changed in the long term.

Webinar

ETC tourism trends and prospects: Q3 2024

with Chloe Parkins, Jennifer Iduh and Ivan Poltoracki | Online | October 16, 2024

Tourism Economics will provide an overview of the latest tourism sector trends and outlook in Europe, highlighting some key trends across the region and briefly covering some analysis around over tourism. Additionally, we will be joined by Ivan Poltoracki from Amadeus who will talk through the latest aviation trends for inbound tourism to Europe and give an insight into air traffic performance over the summer.

Webinar

How to measure indirect climate and sustainability risk across your portfolios

with Jake Kuyer and Ilana Gottlieb | Online | October 8, 2024

Climate and sustainability risks are not only material for business operations, but they are also critical factors for investing and portfolio management. Often embedded in complex global supply chains, we’ll explore how a deeper understanding of these hidden risks can help you mitigate potential threats and maximise risk-adjusted returns. Key Topics: • The growing importance of climate and sustainability risks in portfolio management. • How hidden supply chain risks can affect the performance of your portfolio. • A demonstration of our advanced capabilities, designed to analyse and manage climate risks. • Results from a back testing experiment using real market data that highlights how applying our ‘indirect climate risk scores’ can boost portfolio performance.

Webinar

Our latest Emerging Market macro forecasts and asset views

with Gabriel Sterne and Callee Davis | Online | October 2, 2024

We examine how Emerging Markets will react to slowing global demand, falling global interest rates and consider US political risks.