关税战的第一枪扰乱工业格局
日期：2025年3月13号
特朗普总统重返白宫后，随之而来的是一系列行政命令、声明和威胁，这些举措已导致我们对全球宏观经济和工业增长的预测出现轻微但显著的下调。然而，从更深入的角度来看，一些行业和地区在我们的基准预测以及更具破坏性的贸易情景下受到的影响要大得多。
欢迎加入我们的研讨会，我们将探讨未来短期和中期可能发生的情况，分析其对关键工业行业的影响，并讨论如果贸易行动进一步升级，形势可能如何恶化。此外，我们还将关注欧洲工业的现状——为什么工业衰退持续如此之久，以及哪些因素正在阻碍复苏。
本次网络研讨会将在我们的新平台 ON24 上举行。请查收报名成功的确认电子邮件，若没有收到，请检查您的垃圾邮件箱。
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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