The removal of most of Canada’s retalliatory tariffs and a continuing low US effective tariff rate improves growth prospects. Yet, the Canadian economy will remain on the verge of a recession and uncertainty will remain high until renegotiation of the USMCA.
In our recent Made in America research series, we explored key trends at a macro, sectoral and regional level as to the potential for US reshoring, and what it means for business and policy makers. Join the authors of the series as they discuss their findings and key conclusions for US manufacturing over the next decade.
President Paul Biya, the world’s oldest head of state at 92, is set to win an eighth term in office in the October 12 presidential election and to rule until he passes away. The interesting question now becomes what the post-Biya transition will look like.
Webinar Nordics: Steady growth despite new trade barriers
In this instalment of our Eurozone research webinar series, we will present our recent research on fiscal positions of various countries in the Eurozone and our assessment of the macroeconomic impact of the various fiscal policy packages, including the ongoing European defence spending drive to meet the new NATO spending targets.
Risks are swirling around the economy and this has caused the Federal Open Market Committee to become divided about the course of monetary policy next year. Angst about the labor market are being prioritized by the Fed over inflation, for now. Monetary policy is a blunt instrument and it can’t address less labor supply that could be amplified by recent policy changes. Downside risks to labor market have become more threatening as the pass-through to consumer prices from tariffs is likely to intensify. On the upside, the economy will continue to reap the benefits of AI-related investment that shows no sign of slowing down.
Join Oxford Economics to uncover the opportunities and risks shaping global technology investment in 2025. We’ll explore:
• What threats could derail enterprise tech spending?
• Which markets and industries are best placed to drive growth?
• How will AI and cloud adoption reshape strategies for the year ahead?
he UK economy remains exceptionally fragile; subdued growth, high inflation, and a weak fiscal position are set to persist, and a sustainable driver of UK growth has yet to emerge. The Budget on November 26 could add to the headwinds, with further substantial tightening of fiscal policy likely. In this panel discussion, Andrew Goodwin, Michael Saunders, and Liam Sides will discuss the causes of the UK’s macroeconomic and regional problems and assess whether the government has the solutions.
Markets are adjusting to ongoing fiscal largesse and monetary policy pivots. For fixed income investors, this creates fertile ground for opportunity. Discover how to position portfolios for both resilience and return.
We will explore the key economic drivers beyond GDP, including private consumption, inflation, earnings, and disposable income, among others, and explain why they matter for consumer markets. The session will also cover common challenges such as irregular periods and limited data histories, and share anonymised case studies showing how these can be addressed while balancing statistical accuracy with economic logic.
We’re excited to announce the launch of US city-level forecasts covering key performance metrics across 42 US markets and major property sectors. In this elevated long-term bond yield environment, city and sector analysis will be crucial for maximizing commercial real estate (CRE) investment/portfolio performance. In this webinar we will provide an overview of our near-term national commercial real estate (CRE) capital market expectations and highlight key market-level trends from our new product.
Webinar Eurozone outlook: A clearer path ahead but don’t expect fireworks
In this webinar, we’ll map the key drivers shaping the rest of the year and explore scenarios likely to define commodity markets in 2026. Oil is being pulled between sanctions, tariff truces, and oversupply risk, while copper’s arbitrage collapse suggests a structural shift in industrial metals. Precious metals are outperforming fundamentals, buoyed by inflation concerns and safe haven flows. Natural gas is heating up, with record US LNG exports combining with Europe’s push for non-Russian supply. Meanwhile, robust global harvests and the ongoing trade war is pressuring agriculture prices
In this webinar, we will provide in-depth insights on selected frontier markets, including Ecuador, Pakistan, Senegal, Ukraine and Bolivia.
We’ll provide a comprehensive outlook on Latin America’s key economic and political dynamics for 2026. We will recap the impact of U.S. tariffs on the region so far and highlight the main drivers of the domestic outlook, including the implications of major elections. Domestic demand and resilient external sectors can still offset tariff risks and drive the relative performance of the region’s six largest economies.
Join our team to get a clear read on where the US economy stands and how it’s impacting travel demand.
We’ll unpack a two-sided picture—domestic travel activity alongside a declining inbound market—plus what tariffs, rates, and consumer sentiment mean for air traffic, hotel performance, and bookings.
Listen in as we walk through implications for the remainder of the year, plus what to expect in 2026 and the years ahead.
As multinationals prepare for 2026 planning, we are launching our quarterly European Consumers chartbook. In this webinar, Tomas Dvorak and Marcos Casarin will review the state of the European consumer market and go through their favourite growth stories for 2026.
This webinar unpacks opportunities for intra-African trade growth, the impact of US tariffs, and the challenges Africa faces in bridging the looming gap left by evolving Africa–US trade relations.
We assess the extent to which the trade deals agreements provide a more favourable backdrop for the global economy and whether the drag from tariffs is offset by other ongoing developments.
Our latest global scenarios webinar explores the implications of trade policy uncertainty for the economic outlook, drawing on insights from our modelling of key risks in the Q3 Global Scenarios Service. We also highlight results from our other scenarios this quarter, as well as the emerging evidence from our September Global Risk Survey.
