Following years of underinvestment, pressure from the US and a new NATO spending target, European economies are gearing for a substantial ramp-up in defence spending. In this webinar, we will analyse the implications of the defence expenditure increase at a macro, sectoral and regional level. We expect the overall boost to growth to be modest and heavily concentrated in specific sectors and regions. Domestic capacity constraints will initially dampen the defence spending drive, necessitating imports of equipment and potentially stoking higher inflation – over time, however, we expect Europe to build up a larger defence manufacturing base.
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Speakers
Tomas Dvorak
Tomas is a Senior Economist in the Macro and Investor Services’ eurozone team. He oversees the coverage of Central and Eastern Europe in addition to producing thematic research on the eurozone and developing modern, data-driven approaches to economic forecasting, including the use of alternative and high-frequency data.
Tomas holds an MA in economics from the University of Glasgow and an MSc in economics from the University College London. He previously worked as a data scientist at KPMG and as an advisor in the European Parliament.
Senior Economist
Sean Metcalfe
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.
Associate Director
Abby Samp
Abby is the Director of Global Industry Subscription Services, where she oversees service developments, helps shape the global industry overview and monitors and updates the forecast for the high-tech sector. Abby manages developments to Oxford Economics’ Global Industry Model (GIM), has extensive experience in modelling and scenario-based project work.
Abby has a BASc in Economics from McGill University in Montreal, where she graduated with great distinction and received the Hubert Marleau prize for top marks in economics. She also holds an MSc in Econometrics and Mathematical Economics from the London School of Economics and Political Science, where she graduated with distinction.”
Director, Industry Subscription Services
Lawrence Harper-Scott
Lawrence Harper-Scott is a senior economist, he primarily produces forecasts for regions in the Nordics and Central & Eastern Europe. Before joining Oxford Economics Lawrence graduated from Loughborough University with a degree in Economics.
Senior Economist
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