Drop-In: Global Economic and Market Outlook – Pricing the energy shock

The surge in energy prices that has accompanied fresh fighting in the Middle East challenges assumptions around global growth, inflation and central bank policy across both developed and emerging markets. Amid heightened uncertainty around the conflict’s duration and damage, how should decision-makers position for the global outlook, and what could it mean for financial markets?

To mark the publication of our latest Global Economic and Market Outlook, our economists will host two special 30-minute briefings, at 08:00 GMT/16:00 SGT and 10:00 ET/15:00 GMT on Thursday 26 March. These interactive sessions will explore the key themes shaping the global economy and markets, with time for live Q&A.

Topics will include:

• The outlook for oil, gas, and broader commodity prices under our baseline and adverse scenarios
• How higher energy prices are reshaping growth and inflation expectations in developed and emerging markets
• The pace and coordination of global central bank responses
• Implications for equities, bonds, and FX markets under different conflict scenarios

Note: We are hosting two sessions at 08:00 GMT/16:00 SGT and 10:00 ET/15:00 GMT. Please register for your preferred session using the below link.