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Events and Webinars

We run a worldwide programme of insightful conferences, roundtables, webinars and podcasts presented by our economic experts.

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Webinar
GCC: Growth momentum poised to continue despite extended OPEC+ production cuts

with Scott Livermore | Online | June 11, 2024

Ongoing reform efforts have elevated non-energy sectors as the main drivers of GCC economic expansion. Our projections show an improving growth trajectory in H2 and next year, while inflation remains low. We are not too concerned about the drag on activity from oil output cuts, but they weigh on public finances, necessitating greater realism on spending plans, especially in Saudi Arabia.

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Webinar
Global scenarios – Trump 2.0

with Jamie Thompson, Daniel Moseley and Morgan Ansell | Online | June 10, 2024

This webinar examines the key insights from our latest Global Scenarios Service, focusing in particular on the implications of a Trump presidency for the global economy.

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Webinar
Global pumps market outlook

with Jeremy Leonard and Kiran Ahmed | Online | June 7, 2024

As the global economy heads for a soft landing, what does this mean for the world pumps market? In this webinar you will learn about: • The global macroeconomic and industrial outlook that underpins our pump market forecasts • The outlook for the world pumps market • Key risks to our forecasts

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Webinar
Air Passenger Demand Outlook

with Stephen Rooney and Kyu-Bin Lim | Online | June 6, 2024

Air passenger demand has continued along an upward trend since its pandemic-induced slump. Some recent macroeconomic were insufficient to derail this momentum, and with brighter skies ahead in that regard, this momentum is expected to continue. However, there are a range of macroeconomic and geopolitical risks which could produce some turbulence should they materialise. The baseline outlook and risks to the outlook will be covered in this webinar.

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Webinar
Mid-year high convictions in Emerging Markets Assets

with Felipe Camargo, Lucila Bonilla and Sergi Lanau | Online | June 5, 2024

The global context is that central banks continue to focus almost entirely on inflation and tight policy will become a downside risk for global and EM activity. We are below consensus on EM growth in 2024. We see impetus running out of steam in most EM regions, and we are generally optimistic on EM disinflation, more so in LatAm than CEE. We remain neutral on EM FX. Fed-related undershoots are balanced by risks of drawdowns driven by spells of wider rate differentials. We see opportunities in local currency debt in LatAm after April’s EM-wide sell-off; and we still find long-term valuation metrics compelling. Mexican and Turkish rates appear attractive. Tight valuations weight on sovereign credit but we see good opportunities, particularly in Colombia and Angola.

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Webinar
Preparing for 2025 planning: global macro outlook for B2B companies

with Marcos Casarin and Martina Bozadzhieva | Online | June 4, 2024

This webinar will provide baseline assumptions on the macro environment B2B corporate leaders need as they kick off 2025 annual plan previews. We'll cover global demand dynamics and geographic opportunities, the interest rate, and input cost environment for the next 18 months. We'll also explore macro risks and scenarios companies may need to consider in early drafts of next year's plans.

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Webinar
Navigating supply chain decoupling – prioritizing opportunities with OE’s Market Compass tool

with Alex Mackle and Martina Bozadzhieva | Online | May 30, 2024

As companies de-risk their supply chains, many are looking at ways to reduce their dependence on China, and to create more flexible, regionalized supply chain structures. In this webinar, we look at the latest trends in supply chain restructuring and introduce OE's Market Compass tool. The tool allows companies to compare countries as manufacturing investment destinations using OE's proprietary data and forecasts. We'll explore how different countries compare in our global ranking and how companies can take a data-driven approach to evaluating manufacturing localization options.

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Webinar
The impact of the strong dollar on emerging markets

with Adam Slater and Ben May | Online | May 28, 2024

We examine the potential impact of the recent rise in the dollar on emerging markets, looking at the channels by which the dollar can impact emerging countries, how these impacts have played out so far and might have changed over time and the outlook and risks going forward.

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Webinar
How to integrate nature-related risks into your business decisions and reporting requirements.

with Carina Manitius, Jake Kuyer and Shilpita Mathews | Online | May 23, 2024

An economics approach is crucial when trying to understand nature-related risks and their implications for business operations. We can help companies understand their nature-related impacts and dependencies, including the supply chains they depend on. We can also facilitate robust transition planning and support you in navigating nature, climate, and sustainability reporting, such as the EU’s ESRS regulations and emerging TNFD and SBTN guidance.

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Webinar
Outlook gospodarczy dla Polski w świetle prognoz dla gospodarki światowej i europejskiej

with Mateusz Urban | Online | May 21, 2024

A divergence has opened in the world economy, with the US faring much better than China and the eurozone on the growth front. During the webinar, we will shed light on our thinking about world and European outlooks and their influence on the CEE region in general and the Polish economy in particular. We will scrutinize both growth and inflation prospects, views on monetary and fiscal policies as well as implications for FX and bond yields performance.

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Webinar
Four scenarios for the South African Election

with Louw Nel | Online | May 17, 2024

The ANC, in power since 1994, is set to lose its legislative majority in the May 29 general election, and democratic South Africa will have its first coalition government at national level. Will the liberation movement attain a legislative majority by partnering with small parties? Or will it have to choose between the radical leftists of the EFF and the liberals of the DA? And what does the choice mean for the economy? This webinar sets out the policy implications, macroeconomic consequences, and political-economic risk effects under each of these three scenarios as well as a fourth one, in which the DA’s liberal coalition wins a majority.

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Webinar
UK monetary policy outlook: short- and long-term

with Andrew Goodwin and Edward Allenby | Online | May 16, 2024

We will reflect on the messages from May’s Monetary Policy Committee meeting, analysing whether a summer rate cut remains on the table. We will then move on to look at how restrictive the Bank of England’s monetary policy stance is and how far rates might fall in this rate cutting cycle, introducing our estimates of the long-run UK neutral interest rate.

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Webinar
The path to industrial decarbonization

with Charlie Muir and Sean Metcalfe | Online | May 10, 2024

Progress in de-carbonising industrial activity has been slow relative to other high-emitting sectors in the economy. Nonetheless, recent studies show that the technological potential to electrify is high across most manufacturing processes. Where electrification is not technologically feasible, low-carbon hydrogen may be a viable de-carbonisation tool. In this webinar, we assess which industrial sectors are likely to electrify, and which may need to look to alternatives, in order to de-carbonise. We will also consider some of the factors hampering the pace of the energy transition in industry.

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Webinar
Can New Zealand build toward a better economy?

with Ben Udy and April Skinner | Online | May 9, 2024

Growth in New Zealand is slumping and the economy continues to teeter on the edge of a technical recession. Challenges in the constructions sector, particularly residential building, are weighing heavily on growth with construction work done still below its September 2022 peak.

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Webinar
Frontier markets outlook: Looking for opportunities after the rally

with Evghenia Sleptsova, Sergi Lanau and Irmgard Erasmus | Online | May 1, 2024

In this webinar we will discuss which frontier markets still offer value in the wake of an extraordinary rally since October, and which have become too expensive, in our opinion. We will also offer further insights into the cases of Argentina, Nigeria, Ukraine and others.

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Webinar
Rebalancing of city tourism demand around the world

with Dave Goodger, Emma Laverty and Kieran Ferran | Online | April 30, 2024

Europe made significant strides towards a complete recovery to pre-pandemic levels in 2023, and it is set to do so in 2024. In this webinar, we will delve into the latest travel trends across the region, exploring the anticipated effects of major sporting events this year. Additionally, MMGY TCI Research will be presenting the latest trends in Europe's destination reputation online through social listening, including some of the most prominent stories that have helped shape it. Additionally, the perceived sustainability of experiences and their value for money will be explored through sentiment data stemming from written reviews.

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Webinar
Economics of a second Trump presidency

with Ryan Sweet and Bernard Yaros | Online | April 29, 2024

Continuing our series of analyses on the 2024 election, we modeled the macroeconomic impact of a second Donald Trump presidency. If the former president wins on Election Day, he will most likely return to the White House with Republican majorities in the House of Representatives and Senate. Assuming full Republican control of government after the 2024 election, we constructed two scenarios that bookend a range of outcomes for the US economy. This webinar will discuss the results of the Trump scenarios, including for inflation, GDP, monetary policy, trade and immigration.

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Event
Global Economic Outlook Conference: Frankfurt and Munich

In-Person | April 25, 2024

There now is a broad consensus that in 2024 the world economy will have a soft economic landing and that easing inflation will allow central banks to cut rates soon. Here we explore some of the key themes and risks around the global economic growth and inflation outlook for this year and beyond, along with the broader implications for the Nordic economies.

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