Global economic outlook: post-election macro and geopolitical trends

The US economic landscape continues to adjust to the realities of a multispeed global economy, with the November US election as a major unknown on the horizon. The Federal Reserve’s recent shift to cutting interest rates reflects a strategic response to emerging signs of labor market softness and benign inflation. Alongside this, sustained energy price volatility, evolving trade regulations and rapid technological changes continue to drive varied responses in financial markets around the globe. Meanwhile, geopolitical tensions persist, significantly influencing global trade dynamics and the strategic outlook for businesses and governments alike.

As these challenges evolve, it is critical for business leaders to exercise informed decision-making and agility. Our upcoming post-election webcast will explore the current economic conditions and provide strategic insights into navigating complexities.

Our panelists will discuss:

• US economic outlook for 2025: impacts of market shifts and policy changes
• Geopolitical dynamics: geopolitical tensions, trade policies and international relations
• Political uncertainty: the election aftermath
• Inflation and policy responses: strategies of major central banks
• Recession indicators: identifying and mitigating risks
• Labor market trends: insights into labor market adjustments

Panelists:

• Gregory Daco, EY-Parthenon Chief Economist, Ernst & Young LLP
• Lydia Boussour, EY-Parthenon Senior Economist, Strategy and Transactions, Ernst & Young LLP
• Courtney Rickert McCaffrey, EY Global Geostrategy Insights Leader, Ernst & Young LLP

Moderator

• John Harrison, EY Americas Media & Entertainment Growth Leader