Global scenarios – Quantifying the fallout from the Iran war and AI shockwaves

Join us as we examine the key insights from our Q3 2026 Global Scenarios Service. Our focus is on the risks to the global economy from the key shockwaves hitting the global economy.

We explore the potential implications of protracted energy market disruption from war in the Middle East, as well as risks both to the downside and upside from the US AI boom. We’ll also present evidence on how these shocks are affecting business perceptions based on preliminary results from our September Global Risk Survey.

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

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