As businesses face an increasingly uncertain global landscape, the interaction among politics, technology, and finance is influencing growth prospects and investment strategies. With the upcoming US midterm elections, policymakers are grappling with challenging trade-offs, and ongoing geopolitical tensions are exerting pressure on the global economy, contributing to heightened uncertainty.
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The swift adoption of artificial intelligence (AI) is spurring a new investment wave while prompting critical discussions about its effects on productivity, labor markets, inflation, financial market valuations, and capital costs.
A panel discussion will delve into the forces shaping both the US and global economies, addressing key issues such as the implications of the US political climate, renewed tariffs, trade tensions, evolving inflation trends, Federal Reserve policies, and how AI might influence growth and investment.
Key topics of focus will include:
- The US political outlook as the midterm elections approach
- Tariffs, trade tensions, and geopolitical risks
- The effects of AI on productivity and investment
- Financial market consequences of the AI surge
- Trends in inflation, interest rates, and capital costs
- The US economic outlook within a changing global context
Learning objectives for attendees include recognizing current factors impacting the global economy, identifying potential future scenarios regarding inflation and growth, and understanding how to enhance business resilience in response to macroeconomic developments.
Panelists include:
- Gregory Daco, Chief Economist at EY-Parthenon, Ernst & Young LLP
- John Hallmark, US Political and Legislative Leader at EY, Ernst & Young LLP
- Stephanie Aliaga, Global Market Strategist at J.P. Morgan Asset Management
The session will be moderated by Lukas Hoebarth, Strategy and Execution Leader at EY-Parthenon, Ernst & Young LLP.