After a notable surge in valuations during 2023-24, most major Capital Markets are grappling with significant macro-economic and central bank uncertainties on the horizon. A new administration in Washington DC, political upset in many DM countries and divergent Central Bank policy responses greatly complicate most asset class forecasts for 2025 and beyond. Two leading economists will offer deep insights for the myriad known unknowns including tariffs, immigration reform, de-regulatory initiatives, mounting budget deficits and stubborn inflation.
FIASI welcomes Exante Data’s Jens Nordvig and BNP Paribas’ James Egelhof to lead this early year discussion of global economic themes and monetary policies. Join us for networking cocktails before and Q&A afterward as we kick-off FIASI’s 50th year of independent discussion and debate.
Slides from Jens Nordvig’s Presentation: Economic and Monetary Policies at Inflection Points
