Events and Webinars

Webinar

Frontier Markets: Trump risks cast a shadow over high-yield credit rebound

with Callee Davis, Evghenia Sleptsova and Sergi Lanau | Online | June 25, 2025

Despite the recent unwinding of the selloff in high-yield credit triggered by the April 2 Liberation Day tariffs, we remain defensive in our positioning for the asset class. In this webinar, we’ll discuss the rationale behind our positioning and provide in-depth insights on selected high-yield sovereigns, including Angola, Argentina, Senegal, and Ukraine.

Webinar

Tariffs and turbulence: how Trump’s trade policies are reshaping commodity markets

with Stephen Hare, Kiran Ahmed, Sebastien Tillett, Jack Reid and Bridget Payne | Online | June 20, 2025

In this webinar, we check in with our key calls from the start of the year and assess the ongoing impact of Trump’s tariffs on global commodity markets and what’s in store. From energy to metals and agricultural goods, we will break down how recent macroeconomic developments and trade policies have altered pricing dynamics, disrupted supply chains, and influenced investment. We will also explore other key market developments, such as OPEC+ supply increases and the expansion of US LNG export capacity

Webinar

ETC European tourism trends and prospects: Q2 2025

with Chloe Parkins, Aline Hilsabeck and Jennifer Iduh | Online | June 19, 2025

Tourism Economics will provide an overview and insight into the latest developments in the European travel sector and examine how persistently high travel costs are impacting tourism demand in the region. Furthermore, Aline Hilsabeck from Sojern will provide an insight into how recent events, such as the US tariffs are affecting travel sentiment and booking behaviour.

Webinar

Guerre tarifaire: Les économies américaine et européenne pourront-elles échapper à la récession?

with Leo Barincou and Pierre Delage | Online | June 19, 2025

La hausse historique des droits de douane décidée par l’administration américaine en avril compromet la stabilité de l’économie mondiale. L’économie des Etats-Unis est la plus vulnérable à ce choc économique auto-infligé, mais l’Europe et la Chine voient également leurs perspectives s’assombrir. Les économies américaine et européenne pourront-elles échapper à la récession?

Webinar

Asia-Pacific industrial outlook remains cloudy despite easing China-US tensions

with Makoto Tsuchiya and Toby Whittington | Online | June 18, 2025

The agreement to lower US tariffs against China to “only” 30% may improve prospects there somewhat, but the region as a whole is still set for sluggish growth in industrial activity. Trade diversion and supply chain reorganisation may present opportunities for some countries, but the strong possibility of additional tariffs on key export sectors such as consumer electronics and semiconductors will cast a long shadow.

Webinar

Eurozone: Open economy exposed to trade disruptions

with Rory Fennessy | Online | June 16, 2025

Despite a stronger-than-expected start to the year, the Eurozone economy remains on a weak footing as global trade tensions escalate.

Webinar

Quarterly Industry Forecast: Ongoing uncertainty continues to weigh on industry

with Max Anderson and Abby Samp | Online | June 13, 2025

While the temporary reduction in the US-China tariff rates will provide some relief to industry, our forecasts are much weaker than anticipated before the 'liberation day' tariff announcements. Policy uncertainty and the looming threat of future tariff announcements will continue to put a damper on industry in the near-term. Join Max Anderson and Abby Samp as they discuss the latest forecasts and risks for global industry.

Webinar

Trumps Handelskrieg: Die Risiken überwiegen für Europa

with Oli Rakau | Online | June 12, 2025

Die Außenhandelspolitik der neuen US-Regierung hält die Welt in Atem. Hohe Zölle und enorme Unsicherheit bremsen die globale Konjunktur, und sind ein herber Dämpfer für Europas Exportwirtschaft. Aber die neuen geopolitischen Zwänge und die fiskalische Antworten darauf bieten auch Chancen.

Webinar

The US Lodging Industry: Outlook for 2025 and Beyond

with Adam Sacks and Aran Ryan | Online | June 12, 2025

Amid a turbulent first half of the year and as we head into peak summer travel season, Tourism Economics and STR join together to explore where the lodging industry stands—and delve into the forecast for the coming months. Listen in for a clearer understanding of the larger macroeconomic trends at play, and importantly, how they impact the latest lodging outlook. Bring your questions for a valuable Q&A session with this expert panel.

Webinar

Early look at 2026: Global outlook for corporates for the next 12-18 months

with Martina Bozadzhieva, Marcos Casarin and Alex Mackle | Online | June 11, 2025

In this webinar, we'll share our most updated outlook for key markets and sectors globally for the rest of 2025. We'll also provide an early look at 2026 for companies beginning work on their 2026 budgets. We'll cover major geographies, including US, China, Europe, and emerging markets, as well as demand trends across consumers and industry. We'll discuss tariffs, costs, and planning challenges for firms and answer questions from companies looking to inform internal planning decisions in this uncertain environment.

Webinar

Tariff uncertainty – Quantifying best- and worst-case trade wars and other global risk scenarios

with Jamie Thompson | Online | June 10, 2025

Webinar

Global pumps market outlook 2025

with Jeremy Leonard and Kiran Ahmed | Online | June 5, 2025

The ongoing trade war has curtailed global economic growth. And even as tariffs are rolled back, uncertainty, and the impact on business investment, will remain in the near term. Against this backdrop, we set out our forecasts for the global pump market and discuss the risks to our baseline forecasts.

Webinar

From Insight to Influence: Mastering Global Thought Leadership

with Debra D'Agostino | Online | June 3, 2025

Join Debra D’Agostino, Managing Director of Thought Leadership at Oxford Economics, as she shares expert guidance and practical steps for developing and elevating your organisation's global thought leadership strategy. In this interactive session, you’ll gain insights into: Harnessing the Power of Best-in-Class Research Discover how to produce high-quality research that resonates with your audience and senior leadership. Solidifying Your Reputation as a Trusted Advisor Learn how best-in-class thought leadership position your brand as a credible, influential voice. Amplification and Activation Strategies That Work Explore how to effectively leverage your networks, and stakeholders to maximise visibility and impact.

Webinar

Air passenger demand outlook

with Dave Goodger and Stephen Rooney | Online | June 3, 2025

In this webinar Tourism Economics' will share the latest outlook for air passenger demand and the underlying macroeconomic developments influencing it, including ongoing trade friction and uncertainty emanating from the United States. The outlook for air passenger demand under different macroeconomic scenario conditions will also be covered. Air passenger data and trends covered in this webinar can be found in Tourism Economics and IATA's joint Air Passenger Forecast service.

Webinar

Navigating trade uncertainty: global trade shifts and long-term consequences

with Benjamin Trevis, Daniel Moseley and Jed Cartledge | Online | May 29, 2025

Please join us for this webinar as we present how our Q2 2025 Megatrends Scenarios can help you navigate long-term uncertainty. We explore how different scenarios for global trade could shape long-term economic outcomes. In our Fractured World scenario, sustained geopolitical tensions drive widespread trade barriers and greater fragmentation over the next several decades. In contrast, the Tech Revolution scenario features a retreat from protectionism, fostering stability, increased investment, and accelerated adoption of technologies such as AI relative to our baseline.

Webinar

Tariff war – Opportunities for businesses in Asia

with Adam Samdin and Theng Theng Tan | Online | May 28, 2025

Trade policy uncertainty is at a historical high, with ongoing shifts in tariff rhetoric and evolving geopolitical dynamics clouding the global outlook. Export-dependent Asian economies are particularly exposed, as businesses grapple with the ripple effects of policy volatility and weaker external demand. Yet, amidst the chaos, there remains pockets of resilience and opportunities. In this webinar, Tan Theng Theng and Adam Samdin will take stock of Asia’s macroeconomic developments and spotlight areas of emerging strength across the region, delivering data-driven insights into where and how opportunities may still be unfolding.

Webinar

Rising EM middle class will increase demand for risky assets

with Cassidy Ainsworth-Grace | Online | May 27, 2025

The middle class in emerging markets is set to nearly double in size by 2034. We explore the implications this rise will have for risky asset demand, as wealthier EM households will likely increase their demand for financial assets, such as equities.

Webinar

How well will the global economy weather the tariff storm?

with Ben May and Kiki Sondh | Online | May 21, 2025

In this webinar, we outline some of the recent changes to our global economic forecasts, assess the extent to which the timely economic data looks consistent with that view and focus in on some of the key risks and uncertainties surrounding our baseline forecasts.

Webinar

City Tourism Rankings – New Records and New Challenges

with Emma Laverty, Helen McDermott and Kieran Ferran | Online | May 20, 2025

As we are looking ahead to continued travel growth, the composition of travel demand is evolving. City travel has surpassed pre-pandemic levels and is converging on longer-run trend growth rates. However, there are some significant shifts in activity and preferences within the total while uncertain tariff policies are also weighing on city tourism. In this webinar we assess our latest global city travel forecast update, how our city tourism rankings have changed, the regional opportunities for tourism growth and the impact of the latest US tariff policies.

Webinar

Mapping China’s tariff pain to relative gains for other emerging economies.

with Louise Loo and Gabriel Sterne | Online | May 19, 2025

Trade wars are costly for everyone, but there are clear relative losers and winners. Tariffs will cripple US-China trade, and we expect China's goods trade surplus to shrink but only to a still substantial 3.2% of GDP this year and remain significant in the medium term owing to trade diversification, shifts up the export value chain, and the reduced import intensity of Chinese demand. Ironically, other than China, the relative winners list includes the very countries Trump targeted most heavily in his April 2 tariff regime: Vietnam, Cambodia, Malaysia, Pakistan, and the Philippines