Post-Pandemic: A new world economy?
As the COVID-19 pandemic moves to the rearview mirror, now is a good time to take stock of the changes it brought, their likely persistent future impacts. Highly efficient supply chains failed the resiliency test and are now being reexamined and recalibrated. Energy transition has gained momentum. Inflation has surged to levels not seen in four decades, catching central banks flat-footed, leading to a rethink of monetary policymaking. This dinner will feature insights from top economists and industry leaders on the post-COVID world, how it is different and what this means for the future of the global economy and supply chains. What are the macro lessons from the COVID era? How has the pandemic changed the way economists and all financial forecasters do their jobs? What have we learned about supply chain resilience and what changes lie ahead? As recalibration takes place, will the driving factor be costs, geopolitics, reshoring, or something else? What will be the lasting impacts of the Russian invasion of Ukraine on the outlook? Is the era of lower for longer over? If so, what factors may push pressures on inflation and policy rates higher in the post-COVID era? How will central banks modify their playbooks?