Economic Trends & Global Markets speakers
Economists and analysts who decode shifting financial landscapes, policy moves and macroeconomic forces
Speakers Associates represents 237 speakers on Economic Trends & Global Markets, including Stephen Foerster, Lord Kim Darroch, Marcelo Carvalho, Elena Boheme, Jean Asselborn, Margarida Matos Rosa, Juliet Mann, Katie Prescott, Omar Christidis and Dan Walters.
Boards keep being told the rules of the global economy have changed. They are not always told which rules, in what order, and what to do about it. The gap between everyday political-economic noise and the structural shifts that actually move capital, regulation and competitive position is where senior decisions are now being made badly.
Most organisations pursuing sustainability are optimising a fundamentally flawed model of reducing the harm their products cause rather than reconceiving what those products are designed to do. The materials, manufacturing processes, and supply chains built around a linear «take-make-waste» logic were never designed with circularity in mind, and incremental efficiency gains cannot resolve that structural problem. When regulators, investors, and consumers begin demanding genuine accountability for material lifecycles, the gap between what organisations have built and what they are now being asked to demonstrate becomes strategically acute.
Boards making capital decisions tied to China are working from headlines, not from a clear read of how Beijing’s policy machinery actually moves. The result is exposure managed by sentiment rather than structural understanding. The cost of misreading the relationship between US monetary policy, Chinese reform, and supply chain reality is now sitting on balance sheets.
China’s large holders of dollar-denominated assets and organisations pricing China exposure are working from risk models calibrated to Western consensus, not to what Beijing’s own economists actually argue. The structural vulnerabilities inside China’s monetary framework – negative real returns on foreign reserves, a demand shortfall, an exchange rate regime under persistent strain – are actively debated inside Chinese policy institutions but rarely surface with precision in Western boardrooms. The gap between what circulates in Beijing and what informs institutional risk decisions in London, New York, or Singapore is a direct source of mispriced exposure.
Climate ambition, fiscal pressure and geopolitical realignment are arriving at the same desk. Boards and policymakers need leaders who have actually delivered carbon reduction, fiscal reform and crisis response inside a major economy, not commentators describing the problem from outside it. The gap is rarely strategy; it is the operating discipline to convert policy into results at scale.
When macro forces – interest rates, trade policy, geopolitical realignment, energy transition – were relatively stable and separable, organisations could treat global economics as background context. That is no longer tenable. The dollar’s trajectory, a shift in U.S. trade posture, or a fracture in the multilateral system can restructure competitive dynamics within a quarter, and the executives responsible for strategy often lack the analytical vocabulary to distinguish signal from noise. The real problem is not access to information. It is the capacity to integrate political, economic, and institutional forces into decisions that were never designed to hold that complexity.
Boards are making capital and supply-chain decisions on China with information that is mostly second-hand. Western commentary swings between bull and bear without sitting close enough to Beijing’s policy apparatus to read where it is actually heading. The cost of getting that read wrong now shows up in investment committee minutes, not academic papers.