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.
The Canadian economy avoided a technical recession in 2025 and only meagre advances are likely well into early 2026. Game-changing policy shifts are prompting structural adjustments in Canada’s economy.
Our baseline expectation that most US tariffs on Canada and Mexico will be removed by mid-2026 with the USMCA’s renegotiation is looking increasingly tenuous. This webinar will present the economic implications of plausible USMCA scenarios that we analysed using our Global Economic Model.
Despite recent turbulence, the world’s leading cities continue to unlock fresh growth: from the rapid buildout of advanced AI infrastructure to realigned trade flows and the emergence of new consumer segments, there are likely to be investable opportunities even in the world’s slower growing developed cities. In this webinar we’ll reveal the themes set to define urban economic growth in the near-term and over the coming decades, helping businesses pinpoint opportunities across markets with data-backed insights from our annual outlook on the world’s 1,000 largest cities.
These scenarios help businesses understand the trade-offs of climate change mitigation. This webinar will present the addition of two short-term climate scenarios to the service, with special emphasis on the acute physical risk scenario, ‘Disasters and Policy Stagnation’.
We expect an above-consensus increase in US consumer spending growth next year, but the state of the consumer is increasingly bifurcated.
The past 12 months have been defined by unexpected resilience amid intense trade turmoil. But what will the second year of the US’s protectionist pivot look like? And how will the rest of the world respond? Join Oxford Economics’ Head of Global Trade, Harry Murphy Cruise, to unpack the 2026 trade outlook. The webinar will explore:
– A recap of current and emerging trade trends.
– A deep dive into tariff policy and our expectations for what lies ahead.
– The trade outlook across countries, regions and industries.
The construction sector is entering a defining decade as growth in activity shifts towards non-traditional asset classes. Increasing construction costs, labour market capacity, an ongoing geopolitical uncertainty will all limit the extent to which construction activity can meet demand. In this conference we will take stock of the construction market and discuss the broader issues facing the industry including sustainability, capacity and capability, AI, costs and funding.
Momentum in the economy is building as inflation rears its head again – leaving the RBA in a sticky predicament. Globally, growth is wedged between the forces of AI and tariffs. The tech boom is winning the tug-of-war for now – but protectionism remains a formidable drag on global trade.
We’ll explore why we think a deal recovery is delayed but not derailed, how low development pipelines are supporting rents, and how AI-driven demand is reshaping capital allocation. With sector performance converging, market selection becomes critical – so we also point out the markets that look better placed than others.
Industrial activity in the UK faces numerous economic crosscurrents at home and overseas. Tariff headwinds have begun to mount, but at the same time a tremendous boom in AI-related investments are providing new sources of growth, especially in the US. The budget tabled last November further complicates the picture with a mix of more spending and tax increases in the short term and more significant revenue raisers later in the decade.
