Name
Keynote: The Big Picture - A Macroeconomic Outlook and Overview
Date & Time
Thursday, May 21, 2026, 11:10 AM - 11:35 AM
Speakers
Description
The current macroeconomic landscape in advanced economies is characterised by record levels of public debt, sluggish productivity growth and ageing populations. Trade protectionism is likely to persist, with its effects partly offset by the AI boom and expansionary fiscal policy in some countries. Will the combination of AI-driven wealth effects, loose police and limited tariff drag lead to outperformance by the US? Does China’s chronic overcapacity mean yet more headwinds for Europe?
Session code
H
Secondary description