No te Pierdas Aprendemos Juntos 2030: Inspiración y Aprendizaje en Cada Charla

Aprendemos Juntos 2030" es una iniciativa de BBVA que no te puedes perder por su calidad, diversidad y la impresionante trayectoria de sus invitados, quienes aportan conocimiento y experiencia única. He visto muchas charlas sobre diversos temas y ninguna me ha decepcionado. Si ya no sabes qué ver en tus plataformas de streaming, échale un vistazo y aprendamos juntos (texto revisado por un LLM) En BBVA creemos posible una vida mejor en un mundo más sostenible y queremos ofrecerte las herramientas para enfrentar los grandes retos del futuro. En este canal descubrirás las historias más inspiradoras y los contenidos más útiles para afrontar tu día a día, animándonos a luchar por una sociedad más inclusiva y respetuosa con el planeta. Suscríbete y no te pierdas todas nuestras novedades, ¡te esperamos! https://www.youtube.com/@AprendemosJuntos/featured

- Pedro

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10 Trends to Watch in 2025: Insights from Tom Standage

10 Trends to Watch in 2025, Inspired by Tom Standage’s Insights 1-America First Redux Geopolitical shifts will unfold as the U.S. doubles down on its "America First" policy. 2-A Call for Change Macro-political transformations are imminent, driven by demands for reform in nearly every major election of 2024. 3-Heightened Instability in Europe and the Middle East A transactional approach from the new U.S. administration could exacerbate tensions in these regions. 4-The Tariff Tsunami Expect more tariffs, with ripple effects on global trade and economic growth. 5-The Clean-Tech Boom China's advancements in clean technology could revolutionize the energy sector worldwide. 6-Inflation and Fiscal Tightening Most economies are gearing up for stricter fiscal policies, raising questions about growth and voter approval. 7-The Politics of Aging Could age limits for political leaders become a global trend? 8-AI Revolution Agentic AI systems are poised to become the most transformative innovation since the internet. 9-Tourism Backlash The pushback against overtourism will reshape the travel industry. 10-Expect the Unexpected From global pandemics to solar storms, the world must brace for unpredictable disruptions. Stay tuned for a deeper dive into each of these trends in the near future. (text revised by a LLM) Tom Standage’s ten trends to watch in 2025 https://www.economist.com/the-world-ahead/2024/11/18/tom-standages-ten-trends-to-watch-in-2025 From The Economist

- Pedro

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World Economic Outlook, October 2019 - IMF - Synchronized Slowdown

IMF published on October, 15th 2019 the World Economic Outlook, that reinforces the projections of a synchronized slowdown for the world economy.

My key takeaways:

• 2019 growth rate at 3% for 2019 (below PIIE forecast) and 3,4% for 2020 vs. 3,8% in 2018 due to trade barriers, low productive growth and aging demographics in advanced economies; 
• Advanced economies should slowdown to 1,7% and converging to their potential;
• Downside risk to this projection has significantly increased (trade barriers, geopolitical tensions and Brexit)
• 2020 is expected to go at a slighter better pace driven by emerging markets and base effect, i.e. that global trade activity and manufacturing is so slow in 2019 that 2020 is just picking-up to normal values resulting in a increase of the global growth;
• No recession is foreseen for the next 12 months;
• Trade tensions between US/China (self-inflicted) produced a toll of 0.8% on the world economy,
• Monetary easing in the main economies (USA/EU) is providing a tail wind to the world economy by 0,5%, although it creates additional risks as this preemptive accommodative monetary policy reduce space to fight a potential future recession
• If world economic growth drops to 2,5% it would imply that several advanced economies would be in a recession, thus there is no space to policy missteps;
• Monetary policy cannot not be the only answer to offset this downward trend and fiscal policy should be brought into the game in countries with budget space to accommodate such expansionary policies

World Economic Outlook, October 2019 - IMF

Global Economic Prospects: Fall 2019 - PIIE

Global Economic Prospects: Fall 2019

Global slowdown & risk of recession increasing, although not foreseeable for 2020
 Key takeaways:
 - US hit by the fade out of the fiscal stimulus sugar high & trade war impacting overall economy;
 - US evolving to potential (1,8% growth rate)
 - Fed should cut at least 1 more interest rate (probability of BS expansion to resume) - this supported by overall economy (see presentation on US monetary policy)
 - Europe sluggish growth 1% as global trade is stalling specially impacting Germany and Italy based on internal unbalances;
 - Brexit impact already kicking-in with negative consequences (Hard Brexit would make the picture even worse)
 - Potential growth for Europe 1.5% (above forecasts)
 - China 6% growth new normal
 - Japan better than previously expected 0,8%
- Brazil speeding up, but still very contained growth

the 3 presentations bring more color and the conference more insights!