Week of March 27, 2023 Newsletter

THIS WEEK

- Global Supply Chains

- US National Strategies

- EU regulations

- Think Tank Assessments

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HAPPENING THIS WEEK

• An intense schedule of 2024 Budget Hearings continue in U.S. House of Representatives and Senate.

MONDAY

• Slow start to the week in politics.

TUESDAY

• Gas and hydrogen package - Ministers will seek a general approach on the gas and hydrogen package, which includes a proposal for a directive and a proposal for a regulation on common internal market rules for renewable and natural gases and hydrogen.?The proposals seek to facilitate the penetration of renewable and low-carbon gases into the energy system, enabling a shift away from natural gas and to allow for these new gases to play their role towards the goal of EU climate neutrality in 2050.
• Gas demand reduction - EU energy ministers will seek a political agreement on a proposal to extend a Council regulation on a voluntary reduction of natural gas demand by 15% ahead of winter.?Under the proposal, the voluntary 15% gas demand reduction target would be maintained until March 2024.
• Electricity market design - Ministers will hold a first policy debate on a proposal to revise the EU electricity market design.?The proposal aims to make the EU energy market more resilient and stable, to shield consumers and companies from short-term electricity price volatility, and to drive investments into renewable energies.
• EU Parliament's negotiating position for an ambitious reduction of fluorinated greenhouse gases emissions, to further contribute to the EU's climate neutrality goal, and for additional cuts of the emissions of substances that damage the ozone layer, in line with the European Green Deal and international agreements, will be debated on Wednesday and put to a vote on Thursday.
• United Nations Asia-Pacific Forum on Sustainable Development 2023 - 27-30 March 2023 | Bangkok (Krung Thep), Thailand
• The 5th Annual Workplace Health and Safety, Sydney Australia
• Americas National Government Business Development Meeting, Miami
• 33rd International Conference on Ecological Agriculture, Biodiversity, Water & Waste Management, 27-29 March 2023, Istanbul, Turkey
• International Conference on Climate Change Technology, 27-28 March 2023, Singapore

WEDNESDAY

• Managing the growing burden of respiratory infections in the EU, Politico Events presented by Cepheid, Speakers: Dr Andrea Ammon, Oliver Bisazza, MEP Sara Cerdas, Prof. Dr Ray Walley, Professor Albert Osterhaus 11:00 AM CEST
• 8th Latin American Forestry Congress, 27-30 March 2023 | Mendoza, Argentina

THURSDAY

• Many previous days’ events run through Thursday.

FRIDAY

• ASEAN Finance Ministers and Central Bank Governors’ Meeting, Bali (Indonesia)

SATURDAY & SUNDAY

• On Sunday elections in Finland (Finnish Parliament), Bulgaria (Bulgarian National Assembly), Montenegro (Presidency of Montenegro)

GLOBAL ECONOMIC PULSE

U.S. personal consumer expenditures and Eurozone and Japan inflation will be released. Purchasing Managers' Index (PMI) ?from China and Industrial Production from Thailand and Mexico will be reported. Monetary policy will be underway in Thailand, South Africa, Colombia, and Mexico.?Assessments are shifting toward “end of tightening cycles” forward outlook.?The IMF approves a 4-year $3bn program for Sri Lanka and Argentina develops tactics to manage her macroeconomic situation. S&P Global reports “developed world growth is being driven almost entirely by the services economy, which is surprising given the sector's exposure to higher interest rates and the impact of the cost-of-living squeeze on households.”?It remains skeptical of the resilience of the upturn, it is in part a results of short-term factors such as a warmer than usual start to the year and a post-pandemic tailwind for travel.

Earnings Reports This Week:?BioNTech (BNTX), H World Group Ltd. (HTHT), Carnival Corporation (CCL), PVH Corp. (PVH), and Reata Pharmaceuticals (RETA), Micron Technology Inc. (MU), Lululemon Athletica (LULU), Walgreens Boots Alliance (WBA), McCormick & Company (MKC), and Jefferies Financial Group (JEF), Cintas Corporation (CTAS), Paychex Inc. (PAYX), Concentrix Corp. (CNXC), RH (RH), Unifirst Corporation (UNF), and Lithium Americas Corp. (LAC), Yamana Gold Inc. (AUY), National Beverage Corp. (FIZZ), Neogen Corporation (NEOG), Braze Inc. (BRZE), Rumble Inc. (RUM), and BlackBerry Ltd. (BB)

NOTEWORTHY REGULATIONS, LEGISLATION, DECISIONS & REPORTS

• U.S. Agency for International Development has published its USAID Policy Framework. ?It establishes three overarching priorities for its programs: first, to confront the greatest challenges of our time; second, to embrace new partnerships; and third, to invest in USAID’s effectiveness.
• Ernst & Young published a report on Three CEO insights on the economy, digital and geopolitics
• European Commission published Investment needs-assessment and funding-availabilities to strengthen EU's Net-Zero technology manufacturing capacity
• German Law Journal published The Covid 19 Exogenous Shock and the Crafting of New Multilateral Trade Rules on Subsidies and State Enterprises in the Post-Pandemic World
• Deloitte published Boosting resilience: Working with like-minded partners to orchestrate critical supply chains
• Morgan Stanley published Untangling Supply Chain Linkages
• PWC India published Paradigm Shift in Supply Chain Management
• Boston Consulting published Building The Green Hydrogen Economy
• European Parliament published Proposal for a DIRECTIVE OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL on substantiation and communication of explicit environmental claims (Green Claims )Directive
• The White House published A Federal Framework and Action Plan for Climate Services
• The White House published BOLD GOALS FOR U.S. BIOTECHNOLOGY AND BIOMANUFACTURING HARNESSING RESEARCH AND DEVELOPMENT TO FURTHER SOCIETAL GOALS
• UK government published its UK International Technology Strategy
• U.S. Congressional Research Service published International Trade and Finance: Overview and Issues for the 118th Congress

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AREAS WE TRACK

POLITICAL LEADERSHIP: Covering changes in political leadership and elections.

GEOPOLITICS & POLITICAL RISK: Movements of government positions in multilateral organizations.?Major changes in governments policies and regulations.

SUPPLY CHAINS & INDUSTRIAL POLICY: Major global issues around trade, trade relations and supply chains.?

ECONOMY: Major countries’ economic developments, major changes in GDP and other economic indicators.?Investments, jobs, monetary pressures in key economies.

FISCAL STIMULUS or SURPLUS SPENDING: Government investments in economic stimulus and social assistance.?Government social assistance to businesses.?External or internal national investments.

TAXES: Changes in taxation regulation for VAT, corporate tax, other forms of taxation.

LABOR: Employment and unemployment trends and regulations.?Workforce changes and shifts in labor demands.

FINANCIAL SERVICES: Multilateral financial institution investments in new projects.?National banks and important monetary decisions.

INFRASTRUCTURE & CONSTRUCTION: Major new infrastructure investment projects focused on transportation (roads, rail, aviation, shipping), municipal water systems, national and regional electrical grid, telecommunication & broadband.

ENERGY & ENVIRONMENT: Government investments and regulation in support of major environmental policies. Investment and regulation for energy production including oil & gas and renewables, smart electricity transmission and distribution. Investment and regulation for point-of-use electrification.

HEALTHCARE: Major new health policies and regulatory changes in key economies around the world. Major global new or updated pharma or medical device regulations. New emerging threats of infectious diseases and outbreaks.?Pandemic preparedness and response.

TECHNOLOGY: Major movements in government technology policy. Major technological advancements impacting market verticals.

AVIATION: Airlines and aviation company developments including MRO. Flag carrier policy developments.

AUTO INDUSTRY: Major auto industry trends and government policy.

READERSHIP PROFILE

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