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.
Archives: Webinars
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.
EMs will face lower-than-usual risks and positive sentiment towards EMs’ will continue
China’s boost to manufacturing will be EM-positive. The impact of lower global prices and on those in China’s supply chains will outweigh the impact of competition on some EMs
Fiscal risks: The riskier EMs will die another day; in 2026 investors will get rewarded and the medium-term unsustainability can will be kicked again.
Asset managers! Enjoy carry trades but we will need to discuss global and country-specific banana skins! On the latter, Senegal and Ukraine are best avoided
As many corporates finalize their 2026 budgets and plans, we’ll share our latest forecasts for the global economy, key sectors, and consumer groups, and risks and opportunities to monitor for the year ahead. We’ll focus on any major changes to our expectations for the year and questions that have come up during the annual planning process. We’ll cover key topics such as the resilience of growth in major markets like the US, China, and Europe, how supply chains are evolving, and the risks and opportunities from AI investment.
Global tourism demand slowed through 2025, as geopolitical tensions and tariff uncertainty impacted economic growth and consumer sentiment. Join us as we discuss whether these headwinds will prevail in 2026; identify the key themes that will define the global travel outlook for 2026; and how these effects should vary across destinations.
US exceptionalism is alive and well, and that won’t change next year as we expect the economy to outperform consensus expectations, supported by wealth effects, AI- and non-AI-related business equipment spending, and solid productivity growth.
Asia will enter 2026 on an unexpectedly firm footing. Despite facing higher tariffs than any other region, intra-Asian supply chains reorganised with notable agility, helping the region navigate external tariff-related headwinds more effectively than most.
The Eurozone economy appears resilient, but when looking under the hood growth is weaker than headline figures suggest and remains very uneven across countries. The economy should gain momentum next year, but without a strong policy impulse boosting activity, we expect growth will remain lacklustre.
Join us as we explore the key forces set to shape global commodity markets in 2026. In oil, a sustained surplus is likely to keep prices subdued, despite pockets of support from ongoing Chinese stock building. We expect gasoline demand has already peaked in key markets, with rapid EV uptake – particularly in China – driving structural declines ahead.
US exceptionalism is back, and we expect US GDP growth to outperform consensus by a wide margin. Moreover, we expect US disinflation to resume after a brief bump from tariffs. Taken together, we expect this improving US macro backdrop to support risky assets in 2026
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.
As the year comes to a close, Tourism Economics and STR will review the latest downgraded performance projections for the US lodging industry and examine the factors that drove 2025 results.
Listen in for an exclusive, collaborative conversation between experts, and leave with a clear, data-driven assessment of the latest lodging outlook. bring your questions, as there will be ample time for Q&A.
