Webinar

Global scenarios – AI boom, AI bust?

9 December 2025

3 sessions:

9 December 2025 – 10.00am GMT (London)
9 December 2025 – 10.00am HKT (Hong Kong)
9 December 2025 – 12.00pm EST (New York)

online

The US is in the midst of an AI boom – and that poses significant risks for the global economy.

Join us as we explore the potential fall-out from a tech sector downturn, as well as the possible gains that could result from a prolonged, productivity-enhancing AI boom. We also highlight other key risks quantified in our Q4 2025 Global Scenarios Service and review the evidence from our very latest Global Risk Survey.

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Speakers

Jamie Thompson

Jamie is Head of Macro Scenarios. He leads the production of macro-economic scenarios for the Global Scenario Service and is responsible for identifying and writing about key risks to the global economy.

Jamie joined Oxford Economics from the Bank of England, where he worked for 17 years on a range of monetary and financial stability issues to support both the Monetary Policy Committee and the Financial Policy Committee. Most recently, Editor of the Bank’s Financial Stability Report and Financial Stability Papers series, Jamie has written and edited extensively for the Bank’s flagship publications, including the Inflation Report.

Head of Macro Scenarios

Henry Rayner

Henry is an Assistant Economist at Oxford Economics on the graduate rotational programme. While at Oxford Economics, he has worked on bespoke consulting projects across sectors such as sport and tourism and has contributed to the Megatrends and Global Scenarios subscription services. He holds an undergraduate degree from the University of Warwick and a postgraduate degree from the University of Cambridge, both in Economics.

Assistant Economist, Scenarios and Macro Modelling

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