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Archives: Webinars

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

Corporates and banks

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.

Eurozone economy

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.

Aerial shot of a couple checking in at a modern hotel front desk

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.

Sino-African relations have improved following Trump’s protectionist tilt. Next year, those relations will start showing strain as African industrialisation efforts run up against China’s desire to find alternative export markets.

Prospects appear solid for industry in 2026 at an aggregate level, but we expect activity to remain regionally and sectorally divergent. Some factors that insulated global industry from rising tariffs and uncertainty this year—like order front-loading—have subsided. But at the same time, there are a host of factors that should offer support through 2026, including still-strong AI equipment spending and a more growth-friendly policy mix in the US. Chinese manufacturing will retain strength, creating downside risk for Europe and advanced Asian economies.

We expect 2026 to be another challenging year for the UK economy, with our GDP forecast being towards the bottom of the consensus. Join us for this webinar where we’ll set out the key themes that we expect to shape the outlook for the UK economy in 2026.

Global Outlook Presentation Singapore  

Our view remains that US economic exceptionalism will continue in 2026. We have a high conviction that GDP growth there will strongly outperform the consensus. In this webinar, we explore these themes, which centre around the rewiring of global trade, the ongoing AI boom and the potential role of policy in shaping economic surprises.

In this webinar we will review the latest air passenger demand trends and outlook, and the macroeconomic backdrop which underpins the outlook. We will also discuss the range of geopolitical and macroeconomic risks currently facing the industry and the demand impact should such risks materialise.

Tariffs have weighed on global economic growth, curbing trade and business investment as well as slowing the pace of monetary easing. But AI-driven investment is helping provide an offset. Against this backdrop we discuss the outlook for the global valves & actuator market.

A jobless expansion will contribute to the bifurcated economy in 2026, which will be another year where the health of the economy depends on who you ask.

The Scenarios and Modelling team highlight the unique features of our Global Economic Model that make it perfectly suited to support you with this upcoming reverse stress test scenario exercise.

The Chancellor will present her latest Budget on November 26. We expect Rachel Reeves to tighten fiscal policy significantly as she deals with unfavourable forecast revisions from the Office for Budget Responsibility and potentially seeks to increase her headroom. Tax rises are likely to account for the bulk of the tightening. Join us for our analysis of the implications for the economy and our take on whether financial markets are likely to be satisfied with the Chancellor’s approach.

In our Q4 Megatrends Scenarios update, we introduce Global Rebalance, a scenario where political interference weakens the Federal Reserve’s independence and delayed fiscal action drives US debt higher, undermining the dollar’s global dominance. Meanwhile, China opens its financial markets and strengthens its role in global trade, accelerating the path toward de-dollarisation.

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