Plenary Session – The Global Economy and Corporate Strategy

Corporate directors face unprecedented macroeconomic and geopolitical instability. Tariff increases will destabilize supply chains built over decades at a cost of billions. Investors are demanding higher risk premia on U.S. debt. The dollar’s value has declined significantly as the Trump Administration tries to stimulate manufacturing exports. Meanwhile, consumer confidence falls as inflation expectations rise and stagflation concerns grow. Most corporations lack the resources necessary to analyze strategic implications of these larger political and macroeconomic forces. This expert panel will try to fill that gap in a very practical manner by providing advice on a broad range of strategic topics including pricing in the face of tariff hikes, rebuilding supply chains, capital allocation decisions in a world of stagflation risk, “rightsizing” corporate headcount, the automation-employee balance, and related balance sheet issues.