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Summary
While some countries in the region are experiencing robust growth driven by technology and innovation, others face challenges due to geopolitical tensions and structural reforms. The post-pandemic recovery has not only influenced consumption patterns, with digitalization and sustainable practices gaining prominence, but has also led to shifting trade dynamics due to the forging of new agreements, impacting industries across the region. Navigating this multifaceted economic environment requires a deep understanding of local conditions and global trends.
Join our panelists for an interactive session where they will discuss:
- Short-term outlook: growth slowdown or recession?
- Long-term outlook: benefits of disinflation and the EU’s NextGen investment plan, and possible reshoring of manufacturing to CEEs
- Higher for longer: how close are we to peak interest rates, how quickly will central banks cut them? Prospects for QT in the region and impact of higher interest rates on demand, especially on housing markets.
- EMEA Emerging Economies in 2023: recovery from commodity price shock, when to expect interest rate cuts?
- How to access economic research on the new RatingsDirect® on CIQ Pro platform
Speakers
S&P Global Ratings
Sylvain Broyer
Chief Economist EMEA
Sylvain joined S&P Global Ratings in September 2018 as Chief EMEA Economist, based in Frankfurt. Before that, Sylvain was Head of Economics at the French investment bank Natixis and a member of the General Management of its German Branch.
Sylvain has been a member of the “ECB shadow Council”, a panel of leading European economists formed by German economic daily Handelsblatt since November 2012, and is a member of different public sector advisory groups. Sylvain holds doctorate degrees in Economics from the Universities of Frankfurt and of Lyon as well as a certification from the International Capital Market Association (ICMA). He teaches at the Paris Dauphine University for the Master in Banking & Finance.
S&P Global Ratings
Valerijs Rezvijs
S&P Global Ratings
Emerging Markets EMEA Economist
Valerijs Rezvijs joined S&P Global Ratings in 2021. He is covering emerging market economies in Central and Eastern Europe, the Middle East and Africa.
Valerijs Rezvijs joined S&P Global Ratings in 2021. He is covering emerging market economies in Central and Eastern Europe, the Middle East and Africa.
Working closely with S&P’s sovereign analysts and other ratings teams, he is responsible for forecasting economic developments and producing in-depth economic analysis on these countries, as well as for communicating S&P Global Ratings views and insights to the external markets. Valerijs Rezvijs previously covered emerging market economies in the European Bank for Reconstruction and Development, as well as worked in European Central Bank and the European Commission.
Valerijs is a graduate of the Barcelona Graduate School of Economics and Stockholm School of Economics in Riga.
Moderator
S&P Global
Joanne Lam
S&P Global Ratings
Associate Director, Credit Solutions Market Development
Joanne is an Associate Director in the Credit Solutions business at S&P Global Market Intelligence, based in London. Her responsibilities include market development, go-to-market and strategy activities for Credit Solutions offerings in Europe.
Joanne is an Associate Director in the Credit Solutions business at S&P Global Market Intelligence, based in London. Her responsibilities include market development, go-to-market and strategy activities for Credit Solutions offerings in Europe.
Event Support