Euro Area Briefing
Wednesday, September 18, 2019
September
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Cutting through Europe’s political and market noise

Europe Heading into 2020: Trade Tensions, Populism and a Late Cycle

As Europe is going though many changes on regional and national levels, how is it holding together? What to expect from European policymakers in the coming years? How do macro trends shape Europe’s credit outlook?

Explore Europe's growth prospects with chief economists from Deutsche Bundesbank and Muzinich&Co, and cross-sector credit analysts.

The briefing will gather senior investors and issuers for engaging discussions on the latest shifts in the region. Secure your seat to be a part of the conversation.

Agenda

08.45 - 09.15  Registration & Coffee

09.15 - 09.30 Opening Keynote: It’s complicated – the challenges ahead

Yves Lemay, Managing Director, Sovereign Risk Group

09.30 - 10.40 Spotlight Conversation: What to expect from European policymakers in the coming years  

  • A new leadership: What impact will the changes at the Commission and the ECB have?
  • Towards a more effective policy mix? How to balance reforms, fiscal and monetary policy
  • Trade tensions and euro area growth prospects    

Led by Kathrin Muehlbronner, Senior Vice President, Sovereign Risk Group

Jens Ulbrich, Chief Economist, Deutsche Bundesbank

FabrizioPagani, Global Head of Economics and Capital Market Strategy, Muzinich & Co

10.40 - 11.20 Cross-sector Panel Discussion: How do macro trends shape Europe’s credit outlook?

  • Protectionism, populism and technological change: The impact across sectors
  • How the new ECB’s leadership will affect credit – in the short vs the long run

Led by Sarah  Carlson, Senior Vice President, Sovereign Risk Group

Alexander Hendricks, Associate Managing Director, Banking

Laura Perez Martinez, Associate Managing Director, Credit Strategy

11.20 - 11.50 Networking & Coffee Break

11.50 - 12.30 Panel Discussion: Countries in focus – France, Italy, Portugal. And what about the UK and Brexit?

  • France between ambitious reforms and political resistance
  • Portugal at an inflection point: Where will policy momentum be sustained and where may it dissipate?
  • Italy’s challenge: weak growth, high debt, and a lack of reforms
  • Update on the UK given Brexit uncertainties  

Led by Dietmar Hornung, Associate Managing Director, Sovereign Risk Group

AlexanderHendricks, Associate Managing Director, Banking

Sarah  Carlson, Senior Vice President, Sovereign Risk Group

Kathrin Muehlbronner, Senior Vice President, Sovereign Risk Group

12.30 Close of the Briefing

Agenda

08.45 - 09.15  Registration & Coffee

09.15 - 09.30 Opening Keynote: It’s complicated – the challenges ahead

Yves Lemay, Managing Director, Sovereign Risk Group

09.30 - 10.40 Spotlight Conversation: What to expect from European policymakers in the coming years  

Led by Kathrin Muehlbronner, Senior Vice President, Sovereign Risk Group

Jens Ulbrich, Chief Economist, Deutsche Bundesbank

FabrizioPagani, Global Head of Economics and Capital Market Strategy, Muzinich & Co

10.40 - 11.20 Cross-sector Panel Discussion: How do macro trends shape Europe’s credit outlook?

Led by Sarah  Carlson, Senior Vice President, Sovereign Risk Group

Alexander Hendricks, Associate Managing Director, Banking

Laura Perez Martinez, Associate Managing Director, Credit Strategy

11.20 - 11.50 Networking & Coffee Break

11.50 - 12.30 Panel Discussion: Countries in focus – France, Italy, Portugal. And what about the UK and Brexit?

Led by Dietmar Hornung, Associate Managing Director, Sovereign Risk Group

AlexanderHendricks, Associate Managing Director, Banking

Sarah  Carlson, Senior Vice President, Sovereign Risk Group

Kathrin Muehlbronner, Senior Vice President, Sovereign Risk Group

12.30 Close of the Briefing

Guest Speakers

Jens Ulbrich
Chief Economist

External Organisation

Deutsche Bundesbank

External Organisation

Deutsche Bundesbank

Chief Economist
Jens Ulbrich
Fabrizio Pagani
Global Head of Economics and Capital Markets Strategy

Muzinich & Co

Muzinich & Co

Global Head of Economics and Capital Markets Strategy
Fabrizio Pagani

Moody's Speakers

Yves Lemay
Managing Director
Sovereign Risk Group

Moody's Investors Service

Moody's Investors Service

Sovereign Risk Group
Managing Director
Yves Lemay
Dietmar Hornung
Associate Managing Director
Sovereign Risk Group

Moody's Investors Service

Moody's Investors Service

Sovereign Risk Group
Associate Managing Director
Dietmar Hornung
Sarah Carlson
Senior Vice President
Sovereign Risk Group

Moody's Investors Service

Moody's Investors Service

Sovereign Risk Group
Senior Vice President
Sarah Carlson
Kathrin Muehlbronner
Senior Vice President
Sovereign Risk Group

Moody's Investors Service

Moody's Investors Service

Sovereign Risk Group
Senior Vice President
Kathrin Muehlbronner
Alexander Hendricks
Associate Managing Director
Financial Institutions Group

Moody's Investors Service

Moody's Investors Service

Financial Institutions Group
Associate Managing Director
Alexander Hendricks
Laura Perez Martinez
Associate Managing Director
Credit Strategy

Moody's Investors Service

Moody's Investors Service

Credit Strategy
Associate Managing Director
Laura Perez Martinez

For further information please contact the planner

veronica.libman@moodys.com