Events and Webinars

Webinar

European Travel Trends & Prospects Q2 2024

with Chloe Parkins, Menno Van IJssel and Alexander Robinson | Online | June 19, 2024

International travel in Europe has moved above 2019 levels as we go into the second quarter of 2024. This webinar will investigate where this recovery is coming from and what destinations are lagging behind, as well as looking out towards the rest of this year as travel becomes more broad-based across the region. Additionally, STR (part of the CoStar Group) will be presenting the year-to-date developments in the hotel industry across Europe.

Webinar

Investor exuberance has driven commodity price volatility; will it continue?

with Ben May | Online | June 19, 2024

In this webinar we look at global economic prospects in the final stages of this year and into 2025 and look at the likely implications for policy pivots by central banks in the advanced economies.

Event

Q2 Virtual Asset Management Roundtable

with Innes McFee, Ryan Sweet, Javier Corominas and Oliver Rakau | In-Person | June 18, 2024

The global economy is in transition. Inflation has fallen from its peaks and the major central banks are approaching the start of the easing cycle, but doubts linger about whether the Fed and the ECB can diverge from their current path and if they do, what the impact on markets will be. At the same time, the pattern of global growth is changing with US exceptionalism returning, while China continues to struggle against mounting structural headwinds. All of these key themes will be discussed in and debated by our global leadership group on our Q2 Macro Outlook Roundtable, happening online on June 18th.

Webinar

South Africa Elections 2024 | The votes are in, but what comes next?

with Jee-A van de Linde and Louw Nel | Online | June 18, 2024

South Africa’s general election has produced a stunning outcome with the long-ruling African National Congress (ANC) surrendering its majority, and then some, and former President Jacob Zuma’s uMkhonto weSizwe (MK) Party earning a staggering 2.3 million votes to become the country’s third largest. Attention now turns to coalition permutations as the ANC and would-be partners face tricky talks and difficult decisions.

Webinar

Eurozone: A steady but unspectacular recovery

with Ricardo Amaro | Online | June 17, 2024

Latest data reinforced signs that the eurozone's economic recovery is continuing to progress following stronger-than-expected GDP growth of 0.3% q/q in Q1. But growth remains uneven country and sector-wide, leaving a further pickup in momentum unlikely in the near-term. We continue to expect the recovery will gather pace next year, with GDP growth rising to 1.8% after 0.8% in 2024. In this webinar, we will recap our outlook for the eurozone economy and ECB policy.

Webinar

Preparing for 2025 planning: global macro outlook for B2C companies

with Marcos Casarin and Martina Bozadzhieva | Online | June 14, 2024

This webinar will provide baseline assumptions on the macro environment B2C corporate leaders need as they kick off 2025 annual plan previews. We'll cover factors supporting consumer opportunities across the globe, as well as trends around inflation, input costs, and credit costs. We'll also explore macro risks and scenarios companies may need to consider in early drafts of next year's plans.

Webinar

Putting the health of the US consumer under the microscope

with Ryan Sweet and Michael Pearce | Online | June 13, 2024

In this webinar we look at the health of the consumer and how the strength of the labor market, rising asset prices, inflation and interest rates impact those across the income distribution. We will explore the reasons behind the rise in consumer delinquency rates and whether rising use of buy-now-pay later services is a warning sign.

Webinar

Global industry forecast update: Momentum is building

with Jeremy Leonard and Nico Palesch | Online | June 13, 2024

After two years of relatively sluggish activity we see signs that the worst has passed for global industry. Join our global industry team to get the latest on why we think the turnaround is imminent and in which regions and sectors it will be most keenly felt. Major themes include Europe, which has dug itself into a deep hole with respect to manufacturing activity over the past year, and why we think it on the verge of turning the corner back to growth and how US industry is expected to cope in and after what is expected to be a closely-fought and volatile election year. In the Asia-Pacific region we will discuss how Japan is dealing with the aftermath of the Daihatsu production line scandal that seriously dented Q1 industrial output and the extent to which China can continue relying on manufacturing sector output to boost overall growth amidst a volatile global environment, the threat of tariffs, and persistent worries around overcapacity.

Webinar

What Mexico’s election results means for our outlook

with Joan Domene and Mauricio Monge | Online | June 12, 2024

We examine what Claudia Sheinbaum’s victory in Mexico’s presidential election means for the short- and medium-term outlook. Our outlook already accounted for a continuation of AMLO’s policies under Sheinbaum, but a likely supermajority in Congress has revived concerns of a further deterioration of the country’s macroeconomic fundamentals what will offset optimism around nearshoring benefits. The new administration is unlikely to alter the course of the economy for 2024, but downside risks for 2025 are growing especially due to the uncertain outcome of the US elections.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

Event

Orderbook Update: A Changing Seascape for Ports and Destinations

with Innes McFee and Alessandro Theiss | In-Person | May 21, 2024