Marcelo Carvalho
Marcelo Carvalho- Trump Policies & Macro Implications
Marcelo Carvalho
Keynote Speaker
Former Global Head of Economics at BNP Paribas / JPMorgan / Morgan Stanley/ Bank of America / IMF
Global macro storyteller – economics made simple.
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Marcelo Carvalho is the go-to global economist—PhD, multilingual, media-savvy, and master of making macroeconomics magnetic on any stage.
Why Book Marcelo Carvalho?
- Global Authority: Former Global Head of Economics at BNP Paribas, commanding teams across the Americas, Europe, and Asia.
- Academic Firepower: PhD in Economics from the University of Illinois; turns academic depth into crystal-clear, real-world insights.
- Elite Credentials: Veteran of the IMF, JPMorgan, Morgan Stanley — Marcelo’s career reads like the dream team of global finance.
- Master Communicator: Called a “global macro storyteller,” he captivates with clarity, charisma, and just the right touch of humor.
- Multilingual & Magnetic: Fluent in English, Spanish, and Portuguese. Trusted by clients and institutions from New York to São Paulo to Paris.
Whether for CEOs, investors, policymakers, or students, Marcelo makes global economics not just accessible—but unforgettable.
Featured Videos
Marcelo Carvalho
Marcelo Carvalho- Trump Policies & Geopolitical Implications
Marcelo Carvalho
Marcelo Carvalho- European Outlook & Navigating the New Reality
Marcelo Carvalho
Marcelo Carvalho- Trump Policies & Macro Implications
Marcelo Carvalho’s Speech Topics
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Global Macroeconomic Outlook Amid Shifting Geopolitics
- Shifting US policies under Trump create a new global trade and geopolitical landscape.
- How can fiscal and monetary policies respond? How will central banks cope with the new environment?
- Prospects for growth, inflation, interest rates, currencies, and investment flows.
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European Business Outlook: Navigating the New Reality
- Strategic guidance for European corporates navigating shifting US policies and geopolitical realignment.
- Tensions in the transatlantic relation under Trump, and a balancing act regarding China, but new opportunities too.
- Europe struggles for strategic autonomy amid U.S. pressure and internal divisions.
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Emerging Markets: Challenges and Opportunities in a Brave New World
- US policies under Trump are reshaping the international landscape.
- Shifting global macro and geopolitical drivers create risks but also opportunities for Emerging Markets.
- Building a new global architecture with BRICS? What role can BRICS economies play in the new global economy?
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Trump Policies: Geopolitical and Macro Implications for the Global Economy
- Tariffs are back—and not just as a Trump policy.
The trade war signals a bigger shift: goodbye free trade orthodoxy, hello economic nationalism.
- Trade wars are easy to start, messy to win.
Short-term political gains, long-term global headaches. Think slower growth, fractured supply chains, rising inflation risks—and more boardroom uncertainty everywhere.
- America is stepping back from global leadership.
Under Trump, the U.S. pivoted from “we lead: global cooperation” to “we deal: what’s in it for us?” That mindset is reshaping geopolitics just as much as economics.
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Supply-Chain Fragmentation & Trade Policy Shocks
- From Just-in-Time to Just-in-Case: The New Global Supply Chain Playbook
- The rise of geopolitically driven trade distortions—tariff escalation, supply reshoring, and trade restrictions — is reshaping global trade dynamics.
- Vulnerabilities exposed in energy sourcing, tech dependencies, and policy volatility are central to today’s macro-strategy debates
- Reshoring, near-shoring, friendly-shoring: re-thinking global supply chains.
Marcelo Carvalho Topics & Types
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