Trade, central banks and governments: Policies are shifting
Join our Global Economic Outlook conference organized by STATEC, the Chambre de Commerce Luxembourg and Oxford Economics. The conference will touch upon global and European issues such as the escalating trade war and Brexit as well as the implications on global financial markets. The conference will take place at the Chambre de Commerce Luxembourg in 7, Rue Alcide de Gasperi, Luxembourg/Kirchberg.
Agenda
09:00 Registration
Welcome coffee and tea
09:30 Introduction
Opening remarks by Carlo Thelen, General Director Chambre de Commerce Luxembourg
09:45 Global Economic Outlook: Global expansion: robust yet fragile
Gabriel Sterne, Head of Global Macro Research, Oxford Economics
- Inflation, unfavourable policies, and tightening liquidity make markets nervous
- Pockets of credit risk and low bank profitability pose dangers to the financial system
- Expansions don’t die of old age, but age can foster fragilities; warning lights are on amber
- Trade wars quite damaging to date; but its the escalation scenarios that would be very damaging
10:30 European Economic Outlook: Domestic resilience keeps ECB on normalisation path
Oliver Rakau, Lead Eurozone Economist and Chief German Economist, Oxford Economics
- Strong labour market bolsters domestic demand outlook
- ECB remains on course to the QE exit
- Slowing global trade and US trade wars threaten exporters
11:15 Coffee break
11:30 Equities, Asset Prices and Investment Strategies: A fork in the road for global investors
Gaurav Saroliya, Director of Global Macro Strategy, Oxford Economics
- After confidently buying the US equity dip this year, we see a fork in the road
- One path leads to more synchronous growth and recovery in non-US markets (better than 50% probability)
- But another leads to a further weakening of global risk appetite (40% probability)
- But these probabilities aren’t static and the scores are shifting fast
12:15 Closing remarks
Serge Allegrezza, General Director STATEC
12:30 Drinks reception and finger food
Online registration on: https://resources.oxfordeconomics.com/luxembourg-conference-november-2018
Pièces-jointes
Invitation
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