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Archives: Webinars

Commercial real estate performance

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.

International travel activity within the Middle East has outpaced other world regions in recent years helped by continued improvements in connectivity and destination development. However, performance in 2025 is more mixed with some significant concerns related to geopolitical events. In this webinar we will explore this volatility and the latest trends and likely outcomes. This will be viewed within a wider context to consider the market share gains that have been achieved as the longer-run outlook.

US tariffs remain the key risk on the horizon for Asia-Pacific industry. Since the introduction of tariffs earlier this year, Chinese goods exports to the US have shrunk markedly. However, trade re-routing through the ASEAN countries has sharply increased, providing some relief Chinese manufacturers. Meanwhile, Japan has reached a trade deal with the US that has lowered auto tariffs to 15%, but the tepid global investment environment for capital goods will continue to hang over Japanese exports.

In this webinar, we will discuss the following questions:
What’s the outlook for APAC industry for the second half of 2025 and 2026? What are the key trends to watch out for?
How much can China re-routing of trade through the ASEAN offset the impact of tariffs?
Did tariff agreements with the US boost Asian economies outlook meaningfully?

industry

A fresh wave of tariffs and trade agreements between the U.S. and key partners has eased some uncertainty in the global economy. But the real effects of tariffs on industries worldwide are only beginning to emerge. As the sector- and country-level picture comes into sharper focus, join Abby Samp and Sean Metcalfe for an in-depth discussion on how this is reshaping the global industrial landscape.

Higher US tariffs for many Asian economies are now in place, and persistent US trade policy uncertainty appears a given. We think a cyclical slowdown is imminent across most of Asia in the second half of this year, but not nearly weak enough to prompt aggressive monetary or fiscal loosening. In the longer term, Asian economies must either turn inwards towards domestic demand, or develop niche areas of manufacturing that do not undercut China’s competitive supply. We provide a preview of our outlook for the region in this webinar.

Webinar Deutschland: Im Spannungsfeld zwischen Zolldrama und Investitionsoffensive

Webinar Webinar Italia: La guerra commerciale è finita o il peggio deve ancora arrivare?

Consumers in a shopping mall

The US consumer is a big source of uncertainty for 2026 corporate plans. Will inflation undermine purchasing power, driving significant trading down? Will higher-income consumers remain resilient and willing to spend, or is there a pullback ahead? How will tariffs, price increases, and tax cuts affect different consumer groups heading into 2026? In this interactive event, we’ll share our latest outlook for the US consumer next year at the both national and subnational level and provide planning inputs for firms looking to set assumptions and build scenarios for next year.

In this webinar, we’ll provide a comprehensive outlook for the macroeconomic conditions corporates will face in 2026. We will cover the economic outlook for all key geographies, highlight key insights at the sector, consumer, and subnational level, and provide inputs on costs, tariffs, risks, and other factors that will affect how corporates think about their budgets for next year.

After a challenging 2024, certainty is improving for the Australian build-to-rent sector. Activity is back on the up, with investors being encouraged off the sidelines after some lingering questions were answered late last year. Meanwhile, a rising wave of assets are stabilising and beginning to transact.
This positivity is positioned to hold. Fundamentals are solid with a significant housing policy tailwind in play while a dwelling undersupply points to robust returns on Australian residential property over the back half of the decade.
Join us for this webinar as we unpack these themes, where build-to-rent sits in Australia’s residential property market, and what the coming years will look like for the asset class.

Hot on the heels of a fresh wave of trade deals and tariffs, Chief US Economist Ryan Sweet will join Harry Murphy Cruise and Ben Udy from Oxford Economics’ TradePrism team to unpack the economic impacts, explore shifts in our global trade forecasts, and discuss what’s next.

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