Global economic outlook: tensions, trade and technology

Recent developments in the Middle East are adding a new layer of uncertainty to an already fragile global environment.

Across industries, geopolitics is increasingly shaping supply chains, capital flows, investment decisions and strategic priorities. At the same time, businesses are navigating persistent inflation pressures, shifting trade dynamics — including the evolving outlook for the United States-Mexico-Canada Agreement (USMCA) agreement — changing monetary policy and rapid technological transformation. Against this backdrop of competing headlines and crosscurrents, separating signal from noise has never been more important.

Join our panel of economists and industry leaders for a discussion on the forces shaping the global economic outlook — and what they mean for business leaders navigating today’s complex environment.

We will focus on top-of-mind development and themes facing business leaders, including:

• The economic implications of conflict in the Middle East
• Inflation dynamics and the outlook for Federal Reserve policy
• Growth prospects and labor market trends
• AI’s impact on labor markets and productivity
• Financial market and private credit risks

Learning outcomes:

• Recognize current factors affecting the global economy and outlook.
• Identify likely future scenarios for inflation, growth, interest rates and geopolitical developments.
• Determine how to build resilience and robustness into your strategy.

Panelists:

• Gregory Daco, EY-Parthenon Chief Economist, Ernst & Young LLP
• Oliver Jones , EY-Parthenon Global Client Insight and Research Leader and EY-Parthenon Global Geostrategic Business Group Leader
• Alejandro Werner, Nonresident Senior Fellow, Peterson Institute for International Economics

Moderator:

• Ivan Lehon , EY Global Private Equity Leader