The global economy is going through a phase of heightened complexity, shaped by geopolitical tensions, evolving trade policies and rapidly changing monetary dynamics. One year after the inauguration of the Trump administration and “Liberation Day”, U.S. economic choices are reshaping global balances and trade relations. At the same time, the EU’s new agreements with Mercosur and India are opening up promising opportunities while also posing significant challenges for the Italian production system. In this context, understanding the outlook for monetary policy in the United States and the Eurozone, and closely monitoring currency market developments, is essential to assess investment risks and opportunities and to guide effective and competitive business strategies.

The discussion will be led by Alessandro Merli, Professor of International Economics at Bologna Business School, who will provide participants with new analytical frameworks to interpret these dynamics and anticipate their impact on corporate strategies.

By the end of the session, participants will have explored:

• the U.S. economic policy and its implications for the global economy;
• geopolitical and trade tensions and their effects on trade and value chains;
• opportunities and risks of the EU–Mercosur and EU–India agreements for Italian companies;
• the outlook for monetary policy and currency markets in the United States and the Eurozone.