Conflit en Iran, tensions sur les routes d’approvisionnement, envolée des prix de l’énergie: l’économie mondiale va-t-elle faire face à un nouveau choc énergétique? Nous présenterons nos perspectives économique à l’aune du conflit en Iran.
Archives: Webinars
Artificial intelligence and cloud computing are driving an unprecedented wave of investment in data centres. As demand for computing power accelerates, the scale, location, and energy requirements of new data centre capacity are becoming increasingly important for energy systems, infrastructure planning, and investment decisions.
This webinar will cover: How escalating tensions in the Middle East could upend Africa’s political and economic priorities, reshape domestic policies, and shift investor sentiment, with direct consequences for the operating environment of businesses across the continent.
Join our Q1 commodity markets webinar, where we discuss the outlook for energy, metals and agriculture amid rapidly shifting trade and geopolitical dynamics. We examine the removal of IEEPA tariffs and the implications of new US Section 122 tariffs on key imports, before turning to energy markets, where recent geopolitical tensions in the Middle East are supporting elevated crude oil prices and colder-than-expected weather is drawing down European and US gas inventories. In metals, we explore speculative rallies and surging Chinese trading volumes underpinning price momentum. In agriculture, we assess US–China trade developments, biofuel policy and other drivers shaping prices.
Join us as we examine the key insights from our Q1 2026 Global Scenarios Service. Among the global risks quantified this quarter, we explore the potential for fiscal crisis amid rising market concerns over public debt levels and the possibility that Fed policy easing will add fuel to the ongoing tech investment boom. In addition, we’ll review how business views are shifting on the back of recent developments as we present evidence from our very latest Global Risk Survey.
Join this webinar with our global experts to unpack the economic implications of the unfolding conflict in the Middle East. We’ll cover our latest energy price projections and implications for the global and regional economies.
Following the weekend’s events, please join our team of global and GCC economists along with energy market experts as they unpack the economic impacts of conflict in the Middle East. They will focus on the key considerations in global energy markets, local shipping, tourism and non-energy export impacts.
This is a key opportunity for clients to ask questions and cut through the noise, we look forward to welcoming you.
In this webinar, we’ll highlight the key drivers of consumer opportunities across top consumer markets globally. We’ll look at how structural factors like demographics, city-level opportunities, tourism flows, and others shape opportunities for B2C firms. We will also explore key themes for B2C firms such as the emerging markets middle class, the bifurcation of the US consumer, where growth opportunities are in China, and how macroeconomic factors will drive spending across segments – from low-income consumers to luxury ones.
2026 has started with a flurry of headlines and actions spanning from Venezuela to Greenland to Iran. However, fundamentals for global industrial growth have remained relatively constant; robust, world-leading growth in China that is coming at the expense of others, a eurozone struggling to generate momentum, a US that powers on somewhere in between, and, hanging over everything, an AI datacentre buildout that is turbocharging growth in related sectors. Tune in to hear about the prospects for growth in different regions and sectors and about the switch from quarterly to monthly global industry forecast updates.
Travel spending is still being prioritised within consumption. This is fuelling ongoing demand growth for a wide range of destinations despite some increase in value-hunting. Within this webinar the Tourism Economics team will take a closer look at traveller spending patterns, including the implications of the rise in demand for authentic, cultural experiences. We will also reveal spending patterns across cities as well as countries for the first time as we are now including detail on spending by category within our GCT database. Cities which are benefitting from different types of tourist activity will be identified.
The forces that are driving the US economy are more striking at the state and metro level. In this panel discussion Liam Sides, Barbara Denham, and Anthony Bernard-Sasges will be exploring the trends shaping the metro economies. Jobless expansion, consumer bifurcation, artificial intelligence, data centres, tariffs, immigration, affordability, and more will be covered as we outline the economic tone underpinning this year’s midterm elections.
AI infrastructure spending has dominated U.S. industrial output, creating a split between tech-focused sectors and the rest of the economy. Will this bifurcation persist into 2026, or are we on the cusp of a broad-based rebound across U.S. industry?
Recent developments such as rising US isolationism and the AI investment boom could materially change long-term growth prospects. In this webinar, we quantify how the past year’s shifts are reshaping risks to the long-run outlook.
Il contesto macroeconomico globale resta dominato da incertezza e volatilità. Tensioni geopolitiche, nuove minacce di dazi e l’accelerazione dell’intelligenza artificiale negli Stati Uniti sono solo alcuni dei temi che hanno caratterizzato questi ultimi mesi. Nel webinar del 10 febbraio approfondiremo le tematiche principali che pesano sull’Outlook macroeconomico globale con una particolare attenzione all’economia europea e italiana.
Five years of standout growth, a strong labour market, improved fiscal metrics, and vibrant financial markets suggest the 2020s could mark Greece’s comeback. But, as NextGenerationEU winds down and global headwinds rise, the question is whether this momentum can last. Join our webinar on February 11 to explore the global economic outlook for this year and beyond, with a focus on Europe and Greece.
We assess how China’s manufacturing resilience and the AI boom are reshaping regional supply chains. Despite US tariffs, overseas market expansion, policy support, and deepening Asian integration are lifting China’s industrial production growth. We explore how China’s move toward high-tech manufacturing is expanding its footprint across Asia and strengthening China-centred networks, with different implications for other economies in the region. We also look at how the AI boom will continue to drive growth in Korea and Taiwan next year with global demand for high-end chips showing little sign of abating.
The US construction sector is entering a new phase, defined less by the traditional business cycle and more by structural forces shaping where, what, and how things are built. While headline construction spending remains strong, activity remains uneven across sectors and regions.
US data center investment is accelerating at an unprecedented pace, driven by rapid growth in cloud computing and AI. Yet behind the headline expansion, the outlook is becoming more complex. Power availability, grid bottlenecks, rising construction costs, and policy constraints are emerging as the key limits to how fast capacity can be added — even as demand for compute continues to surge.
Tourism Economics will highlight and reflect on the latest tourism trends and data in Europe for 2025, examining the evolution of long-haul travel demand and its implications for 2026. In addition, Myriam Younes from Rome2Rio will also share key insights on the latest mobility and transportation trends.
In this interactive webinar, our economics experts from around the world will cover our latest insights on the impact of AI on economic growth and labour markets, as well as our proprietary upside and downside AI scenarios. We will also take extensive questions on AI from the audience, covering top-of-mind issues for participants.
