The year 2023 starts with good news on the macroeconomic front. First, Europe has avoided a recession that looked long promised. Efficiency gains and the slowdown in activity have led to a sharp drop in energy prices and thus a welcome slowdown in inflation. Finally, the prospect of a rebound in China in the second half of the year also raises hopes for the global economy.
While we fundamentally concur, we must be careful not to become complacent. In this conference, we will assess the latest evolution of the macroeconomic outlook and discuss how companies shall build their business strategies.