Event

Global Economic Outlook Conference: Germany

Expect to learn about the outlook for the global economy in 2025, with US growth once leading the pack amid looser fiscal policy. The outlook for Europe is one of cautious optimism, in which a recovery in real incomes and lower interest rates should help growth gain some momentum. But cautious consumers and widespread geopolitical risks will be a threat to the fragile recovery, and add on to Europe’s structural challenges.

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Agenda

09:00
Registration & Welcome Coffee
09:30
Treading carefully on the path to recovery
The European economy continues to grow at a modest pace, but growth concerns are increasingly taking centre stage. Against this backdrop, inflation should remain contained next year and the ECB will continue to cut interest rates over the coming quarters. Looser financial conditions should help the economy gain some momentum in 2025, but the impact of lower rates will diverge across countries and sectors.
Speaker: Angel Talavera
10:15
Coffee Break
10:30
When will the long-awaited industrial recovery arrive?
Globally, industrial production growth will register higher growth this year than in 2023, but this is cold comfort to Europe, which remains mired in industrial recession. Lower energy costs have improved the position of energy-intensive sectors, but the adverse impact of high borrowing costs on capital-goods sector activity has lingered longer than expected. We are likely at a cyclical bottom, but the ensuing recovery in 2025 will be fragile and take time to gain momentum. Once it does, unfounded worries about the permanent deindustrialization of Europe will recede.
Speaker: Jeremy Leonard
11:15
Coffee Break
11:30
2025 planning priorities for Corporates
Corporates planning for 2025 face a highly complex operating environment: from uncertainty around US trade policy, to a weak outlook for Chinese demand, tariff risks, and evolving industrial policy. In this session, we’ll discuss how questions around supply chain restructuring, trade policy, US and Chinese policy priorities, and demand dynamics interact to create risks and opportunities for corporates in 2025.
Speakers: Martina Bozadzhieva, Marcos Casarin
12:15
Networking Lunch

Our Presenters

Jeremy Leonard

Managing Director of Global Industry Services
Angel Talavera

Angel Talavera

Head of Europe, Macro

Martina Bozadzhieva

Director Macro & Investor Services

Marcos Casarin

Corporate Advisory Engagement Lead

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