A new world: how Trump and GenAI will impact global industry
Date: 13 December
This month, we have updated our forecasts for global industry to reflect the results of the US election, which will lead to large-scale changes to fiscal, tariff and migration policy. Alongside this, we have also updated our forecasts to account for the sectoral impacts of GenAI, where the gains will be spread unevenly across sectors and skew towards the services side of the economy.
In this webinar, we will take these two major themes in turn and draw out their sectoral implications. We will also identify some of the other major trends that will shape industrial activity for the year ahead.
Nico Palesch
Senior Economist
+44 203 910 8000
Nico Palesch
Senior Economist
London, United Kingdom
Nico is a Senior Economist within Oxford Economics’ Global Industry Service where he is responsible for monitoring and forecasting developments in the transportation & logistics sector, writing industry-related reports and research notes on sector-specific and cross-sector themes and issues, overseeing and expressing the house-view on industrial developments in our monthly publications, and working on bespoke consulting projects.
Nico holds a BSc Joint Honours Political Science and Economics from the University of Ottawa and an MSc Economics from the London School of Economics and Political Science, achieved with distinction.
Sean Metcalfe
Associate Director
+44 (0) 203 910 8111
Sean Metcalfe
Associate Director
London, United Kingdom
Sean is an Associate Director on the Industry team, where he forecasts the utility sector, helps shape the team’s views on the Global Industrial outlook and oversees the climate-related enhancements being made to the Global Industry Model.
Prior to joining Oxford Economics, Sean spent two years working for RBB Economics as a competition economist. At RBB he was involved in the economic assessment of competition cases across a range of industries, including antitrust investigations in the telecommunications sector.
Sean holds an MSc in Economics from the London School of Economics and a BSc in Economics from the University of York.
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