Webinars Archive | Page 7 of 7

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?

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?

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.

UK policymakers face some tough decisions in H2 2025. The MPC has been cutting Bank Rate gradually and now has to balance signs of fragility in the labour market against recent upside surprises on inflation. Meanwhile, a series of setbacks means it’s likely that the OBR will revise up its borrowing forecasts at the Budget in the autumn. But with the government already having increased taxation and pressure to increase spending coming from several angles, tightening fiscal policy will be easier said than done. In this webinar we’ll look at how policymakers may resolve these dilemmas.

Following years of underinvestment, pressure from the US and a new NATO spending target, European economies are gearing for a substantial ramp-up in defence spending. In this webinar, we will analyse the implications of the defence expenditure increase at a macro, sectoral and regional level. We expect the overall boost to growth to be modest and heavily concentrated in specific sectors and regions. Domestic capacity constraints will initially dampen the defence spending drive, necessitating imports of equipment and potentially stoking higher inflation – over time, however, we expect Europe to build up a larger defence manufacturing base.

Please join us for this webinar as we present how our Q3 2025 Megatrends Scenarios can help you navigate long-term uncertainty. We explore how different demographic trajectories could shape future economic outcomes.

We discuss why demographics are so important to the long run, identifying three key transmission channels. In our Secular Stagnation scenario, global fertility falls short of expectations, leaving the global population a billion smaller than our baseline by 2060. This reduces innovation and investment, weakening productivity. By contrast, the Tech Revolution scenario features a younger, larger workforce that drives stronger demand. This scenario also examines how technology could help offset labour shortages in advanced economies.

Canada’s economy has slipped into a trade war-induced recession that will likely last through the end of 2025 unless a deal is reached to immediately reduce US tariffs. This webinar will discuss our baseline economic outlook for Canada in a trade war that’s at a crossroads. A new Canada-US economic and security deal by the July 21st target date could result in a significant de-escalation in the trade war and improved prospects for growth, but a failure to reach a deal could mean much sharper tariffs and a deeper economic downturn.

The Global Climate Service quantifies the macroeconomic impacts of six climate scenarios against a stated policies baseline. These scenarios help businesses understand the implications of climate change and trade-offs of climate mitigation. This webinar will cover:

– The extension of our long-term scenarios to 2060
– Modelling results for a short-term disorderly transition scenario, published separately as a Research Brief with this quarter’s Global Climate Scenarios

In this webinar we took a look at recent trade data and other indicators to assess the extent to which tariffs are taking a toll on global trade.

We recently published the 2025 edition of our Global Cities Index, ranking the 1,000 largest cities in the world on a range of economic, human capital, quality of life, environment, and governance metrics. In this webinar, our panel of experts will outline the key results from this year’s update and will discuss major trends impacting cities around the world—from AI to trade wars to climate change.

La entrada en vigor de los aranceles de Estados Unidos no ha generado grandes distorsiones en el dinamismo económico de la mayor parte de la región. La resiliencia de la demanda doméstica y los altos precios de las materias primas sugieren estabilidad económica en la mayoría de los países, excepto en México, donde el impacto de la incertidumbre comercial y la consolidación fiscal han paralizado temporalmente la economía. La inflación presenta dinámicas relativamente distintas debido a idiosincrasias domésticas, pero sigue expuesta a los mismos choques internacionales, lo que podría justificar una mayor cautela en la normalización monetaria por parte de los bancos centrales.

The appetite for European travel remains upbeat heading into the summer, but a number of destinations continue to experience a larger share of tourists over a limited period of time. This is set to cause another summer of overcrowding among various cities and islands. This webinar will explore the latest European travel outlook and highlighting some key topics at a national and city level with a specific focus on over tourism.

Recent developments have put the future of South Africa’s Government of National Unity (GNU) in question. President Cyril Ramaphosa’s sacking of Andrew Whitfield as deputy minister of trade, industry and competition on Thursday, June 26, without providing reasons, has prompted an angry response from the Democratic Alliance (DA), the second-largest party in the GNU. DA leader John Steenhuisen described it as a “calculated assault on the governing coalition” and gave Mr Ramaphosa a 48-hour ultimatum to reverse course.

Please join us on Monday, June 30, for a live webinar where we discuss these developments and their impact on a one-year-old GNU.

Get in touch

Information

Join Us

Policies