Economic Trends & Global Markets speakers
Economists and analysts who decode shifting financial landscapes, policy moves and macroeconomic forces
Speakers Associates represents 240 speakers on Economic Trends & Global Markets, including Michael Beckley, Philippe Aghion, Stephen Foerster, Lord Kim Darroch, Marcelo Carvalho, Elena Boheme, Jean Asselborn, Margarida Matos Rosa, Juliet Mann and Katie Prescott.
Strategic decisions about supply chains, capital allocation, and technology partnerships increasingly rest on assumptions about the US-China relationship that neither side has rigorously examined. Most organisations treat the conflict as a permanent, structurally determined condition – and make significant, often irreversible bets on decoupling, reshoring, or geopolitical alignment on that basis. The harder question – whether the conflict is actually driven by what the prevailing narrative says it is, and whether the forces sustaining it are as immovable as they appear – rarely gets the same rigour as the operational response.
The geopolitical landscape that shapes business strategy, regulatory exposure, and reputational risk is increasingly opaque, defined by leaders who are rarely held to account in structured, adversarial terms, and by information environments that reward noise over clarity. Boards and executive teams are expected to form views on geopolitical dynamics, from democratic backsliding and great-power competition to the erosion of institutional credibility, without the tools to distinguish well-constructed analysis from well-packaged opinion. The question is not whether geopolitics matters to business, but whether organisations can build the interpretive rigour to act on it with confidence.
Senior leaders are under pressure to make high-stakes decisions in conditions where the available information is abundant, contested, and heavily distorted by media cycles and cognitive shortcuts. Yet the tools required to reason well under uncertainty – probability, causal inference, evidence evaluation – are rarely taught and even more rarely applied systematically inside organisations. The result is that even experienced executives and boards make decisions shaped more by availability bias, narrative pull, and institutional momentum than by the evidence in front of them.
Boards with material China exposure are making decisions on incomplete signal. Headline GDP, official statistics and Western press takes pull in different directions, and the consequences land in capex plans, supplier choices and balance sheet provisions. Leadership teams need a reading of China that holds up under scrutiny from a CFO and a risk committee, not a geopolitical narrative.
Most boards overreact to economic news that will not matter in six months, and underreact to the news that will. A Fed decision or a fresh tariff round lands inside the business as margin compression and forecasts that stop working. Leaders need someone who can tell them which indicators will actually move the next two quarters of performance.
Senior teams are making capital, hiring and pricing decisions in an economy that no longer behaves the way their models assume. Most boards do not have an economist in the room, and the ones briefing them often speak a language that does not translate into operational choices. The gap between macro commentary and what to actually do on Monday morning is where decisions stall.
Boards convene leaders, clients and journalists in the same room and need a chair who can hold the conversation at the level the material demands. Most events default to an internal host who softens the questions, or a celebrity name who does not understand the brief. The cost is a flat conversation, an unmoved audience, and a missed chance to make the meeting matter.
Wealth and income are concentrating in ways that change the political conditions companies operate inside. Tax regimes, capital mobility rules and the social licence for global business are now shaped by inequality data, not just GDP data. Boards that read distribution badly misread the policy and political risk attached to their capital allocation choices.
When governments and central banks change policy, the people and institutions affected don’t sit still. They update their expectations, adjust their behaviour, and frequently neutralise the intended effect before it lands. Senior leaders who treat macroeconomic policy as a fixed external variable are making decisions on a premise that hasn’t been true since the 1970s.
Boards are being asked to take positions on China exposure, US political volatility and UK regulatory direction without the inside knowledge to do it well. The result is either over-cautious paralysis or strategic bets made on newspaper reading. What is missing is someone who has worked inside Westminster, Fleet Street and the City and can translate political signal into commercial decision.
Senior teams now drown in data and still make confident decisions on weak evidence. The problem is rarely access to numbers. It is the unexamined intuitions, framing errors and innovation theatre that turn good information into bad calls. Leaders need a sharper toolkit for reasoning under uncertainty, and a willingness to learn from the failures their organisations would prefer to forget.