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Economics and Country Risk Briefing Milan 2019

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Tuesday, 16 April 2019

  • 8:30 AMRegistration and welcome coffee
  • 9:00 AMIntroduction

    Florian Troescher, Account Director

  • 9:10 AMFrom Afghanistan to Zimbabwe, forecasting political risk in 2019

    Dr. John Raines, Head of Political Risk, Economics & Country Risk, IHS Markit

    • Will 2019 herald the year of the populist and what are the implications if true?
    • The rise in the use of international sanctions
    • Is the US facing a constitutional crisis?
    • What do we expect for the European Parliamentary elections?
    • Ukraine's presidential elections - What now?
    • US - China trade war
    • Impact of elections in Africa

  • 10:00 AMCoffee Break
  • 10:15 AMRisks to the global economic outlook: How worried should we be?

    Ken Wattret, Chief European Economist, IHS Markit

    • Will the global slowdown turn into a hard landing?
    • Where are the key risks?
    • Is the Fed's rate-hiking cycle over already?
    • Could manufacturing weakness tip the eurozone into recession?
    • Will core inflation ever pick up, allowing the ECB to normalise policy?
    • Brexit and implications?

  • 11:15 AMConclusion/coffee/networking
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