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Webinar

A balanced macro-outlook

1-2 December 2026
    2 sessions:
  • 1 December 2026 – 2.00pm GMT (London/ 9am EST)
  • 2 December 2026 – 10.00am HKT (Hong Kong/ 1pm Sydney)
online

On consumption, it’s energy spikes versus AI and easing trade pressures. We think inflation will be tolerable, implying EM central banks will avoid a broad-based tightening cycle. We remain constructive on AI, despite setbacks.

Productivity gains and increased trade will dominate our concerns over employment and next year’s negative impulse. The politics of maintaining debt sustainability are a thorny medium-term issue: But despite major concerns across numerous markets, time is on the side of those with political support for adjustment.

The panel will focus on regional differences and key country calls and will deliver market implications. We’ll also reveal our top EM and regional risks for 2027.

This webinar is being held on our new platform, ON24. If you do not receive your confirmation email, please check your junk and spam folders.

Speakers

Gabriel Sterne
Gabriel Sterne

Gabriel delivers macro-economic products tailored for corporates and financial markets, as head of a team that integrates EM macro and strategy views.  In recent years he has published wide-ranging research including on stagflation risks, monetary policy credibility, global savings, demographics, Covid scarring, risks and resilience in emerging markets, and sovereign crisis resolution. He joined from investment banking boutique Exotix in May 2014, following 20 years of public sector experience, including at the Bank of England and International Monetary Fund.

Head of Emerging Markets
Joan Domene
Joan Domene

Joan Domene is the Chief Economist for Latin America and is responsible for developing Oxford Economics’ view on the region. Joan is responsible for producing macroeconomic forecasts for Mexico. He manages a team of economists who produce regional and country-specific research on over 30 countries. Joan’s work also involves presenting the outlook to clients and liaising with the media. Joan joined Oxford Economics in 2019 as Senior Economist after 5 years at a Mexican private bank.

Chief Latin America Economist
Louise Loo
Louise Loo

Louise Loo is the Head of Asia Economics at Oxford Economics. She leads the firm’s macroeconomic research and forecasting efforts on Greater China.

Prior to joining Oxford Economics, she was a senior economist at Morgan Stanley and Goldman Sachs. At Goldman Sachs, she was also a long-term advisor to China Ministry of Finance and the China-based Asian Infrastructure Investment Bank (AIIB) with regards to their sovereign credit ratings.

Louise is a regular contributor to various international financial news outlets and has earned Economics and public policy degrees with Sheffield University and Columbia University.

Head of Asia Economics
Sergi Lanau
Sergi Lanau

Sergi’s research focuses on emerging and frontier markets. He joined Oxford Economics in 2023. He previously worked on emerging markets and the eurozone at the Institute of International Finance and IMF. He began his career at the Bank of England.

Director of Global Emerging Markets Strategy

Select Webinar Session:

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1 December 2026
2 December 2026