Webinar

US Economic Outlook – The Swirling Risks

1 October 2025 – 10.00am EST (New York)

online

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 labour market are being prioritized by the Fed over inflation, for now. Monetary policy is a blunt instrument and it can’t address less labour supply that could be amplified by recent policy changes. Downside risks to labour 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.

This webinar is being held on our new platform, ON24. If you do not receive your confirmation email, please check your junk and spam folders.

Speakers

Michael Pearce

Michael Pearce is Chief US Economist at Oxford Economics, based in New York. He leads US macroeconomic research and forecasting, and his team is ranked among Bloomberg’s top forecasters for major US economic indicators. Before joining Oxford Economics, Michael was a senior economist on the US team at Capital Economics and worked at HM Treasury in the UK. He holds degrees in Economic History from the London School of Economics and in Economics from University College London, and has lived and worked in the UK and Switzerland.

Chief US Economist

Ryan Sweet

Ryan Sweet is the Global Chief Economist|Managing Director at Oxford Economics where he helps shape and coordinate the team’s global economic analysis and forecasting. Previously, Ryan was the Chief US Economist and led a team that was among the most accurate high-frequency forecasters of the economy.

Prior to joining Oxford Economics, Ryan spent 17 years at Moody’s Analytics as a member of the U.S. macroeconomics team and was also a co-host of the Inside Economics podcast. Ryan has also been an adjunct professor in the Economics and Finance Department at West Chester University of Pennsylvania.

Ryan received a master’s degree in finance from John’s Hopkins University, a master’s degree in economics from the University of Delaware, and a bachelor’s degree in economics from Washington College.

Managing Director - Macro Forecasting and Analysis