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Thursday, March 31, 2022 (2:30 pm - 6:15 pm) Meeting

AGGIORNAMENTO PERMANENTE
IN PERSON AND VIA WEB
 Preview of the Workshop
"The Outlook for the Economy and Finance"

Villa d'Este Via Regina, 40 - 22012 CERNOBBIO (CO)

Speaker of the traditional Workshop of Cernobbio "The Outlook for the Economy and Finance", at the 33rd edition, will illustrate the most current and relevant trends of the global framework for the economy and investments. An opportunity to understand the main global dynamics, accelerated by the changes already underway before the pandemic and to deepen the main growth factors, the upcoming challenges and key trends for the future. 
Participants will have the opportunity to address the following topics:

  • the global economic scenario
  • European Green Deal and the sustainability in the New Normal
  • economic impact of the technology disruption
  • challenges and perspectives for the European agenda
  • the impact on Italy of Russia – Ukraine crisis.

Speakers

Ferruccio de Bortoli

Columnist, Corriere della Sera

Matthias Knecht

Co-Founder and Co-CEO, Billie

Christian Odendahl

European Economics Editor, The Economist; former Chief Economist, Centre for European Reform

Ann Pettifor

Director, Policy Research in Macroeconomics, Honorary Research Fellow, City University London

Ellen Zentner

Chief US Economist, Morgan Stanley, USA

Programme

March 31, 2022
2:30 pm - 3:10 pm "Challenges and perspectives for the world economy. Focus on the United States"
Ellen Zentner (Chief US Economist, Morgan Stanley, USA)
3:10 pm - 3:50 pm "The brutal beauty of the physics and the urgency of the EU Green Deal"
Ann Pettifor (Director, Policy Research in Macroeconomics, Honorary Research Fellow, City University London)
3:50 pm - 4:20 pm Break
4:20 pm - 5:00 pm "Digital innovation: The rise of BNPL and new financial ecosystems"
Matthias Knecht (Co-Founder and Co-CEO, Billie)
5:00 pm - 5:35 pm "The economic outlook: upcoming risks and priorities to the European agenda"
Christian Odendahl (European Economics Editor, The Economist; former Chief Economist, Centre for European Reform)
5:35 pm - 6:15 pm "Russia-Ukraine war changes the world: what consequences for Italy?"
Ferruccio De Bortoli (Columnist, Corriere della Sera)

Documenti dell'incontro

Nota informativa

AGGIORNAMENTO PERMANENTE
IN PERSON AND VIA WEB
 Preview of the Workshop
The Outlook for the Economy and Finance

Nota informativa

Kit

AGGIORNAMENTO PERMANENTE
IN PERSON AND VIA WEB
 Preview of the Workshop
The Outlook for the Economy and Finance

Kit

Documents

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

World Economic Outlook Update. Rising caseloads, a disrupted recovery, and higher inflation

International Monetary Fund

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

2022 Global Macro Outlook: growth despite inflation

web link

Morgan Stanley

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

Come il paradigma «Open» sta trasformando gli ecosistemi finanziari

The European House - Ambrosetti

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

Some economic forecasts: a comparative analysis - Alcune previsioni economiche: un’analisi comparativa

The European House - Ambrosetti

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

Digital innovation - The rise of BNPL and new financial ecosystems

Matthias Knecht

Billie

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

World economic prospects

Flagship Report

World Bank Group

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

Sustainable signals. Individual investors and the COVID-19 pandemic

web link

Morgan Stanley & Co.

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

2022 Outlook: the great rebalancing begins

web link

Lisa Shalett

Morgan Stanley

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

Assessing the first year of Biden, in graphs

CEPR - Center for Economic and Policy Research

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

European Economic Forecast. Winter 2022

Institutional paper 169

European Commission

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

Europe shouldn’t worry about inflation

Christian Odendahl

CER Insight

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

Learning to live with debt

Christian Odendahl, Adam ToozeMay

CER Insight

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

Is there a future for the EU’s area of freedom, security and justice? A plan to build back trust

Camino Mortera-Martínez

CER Insight

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

Rentier capitalism is profoundly risk-averse

web link

Ann Pettifor

annpettifor.com

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

Bollettino Economico

1 - 2022

Banca d'Italia

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

The case for the green new deal

web link

Ann Pettifor

Verso Books

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

Investing in the future: why Europe needs a green new deal

web link

Ann Pettifor

annpettifor.com

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

REPowerEU: Joint European action for more affordable, secure and sustainable energy

European Commission

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

REPowerEU: azione europea comune per un'energia più sicura, più sostenibile e a prezzi più accessibili

Commissione Europea

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

Europe reconsiders its energy future

web link

The Economist

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

Russia-Ukraine The West needs a sanctions strategy

Ian Bond, Zach MeyersMarch

CER Insight

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

How war in Ukraine threatens the world’s economic recovery

web link

Ben Holland, Scott Johnson, Jamie Rush, Anna Wong, Tom Orlik

Bloomberg

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

Russia – Ukraine: mapping geopolitical uncertainty

web link

Morgan Stanley

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

BNPL specialist billie raises $100 million in funding at $640 million valuation

web link

Fintech & Finance News

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

Joint European Supervisory Authority response - Executive Summary

EBA, EIOPA ed ESMA

AGGIORNAMENTO PERMANENTEIN PERSON AND VIA WEB Preview of the Workshop The Outlook for the Economy and Finance

European Fintech Occupier Outlook 2022

web link

Savills Research

Video of the meeting