The Week of September 18, 2023 Newsletter

??THIS WEEK: UNGA, Global Compact, Supply Chains, AI, Business Climate Checklist

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#governmentanalytica #GlobalDevelopment #SustainableDevelopmentGoals #InternationalRelations #SupplyChainResilience #IndustrialStrategy #GlobalSupplyChains #TradePolicy #FiscalPolicy #TaxPolicy #EconomicPolicy #SmartInfrastructure #RenewableEnergy #ClimateChange #EnvironmentalPolicy #SustainableEnergy #EnergyTransition #HealthcareInnovation #PublicHealth #HealthcarePolicy #DigitalTransformation #AI #AerospaceIndustry #ElectricVehicles #AutomotiveIndustry #EcoFriendlyTransport #VehicleTechnology

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HAPPENING THIS WEEK

MONDAY

• ?SDG Summit:?The High-Level Political Forum on Sustainable Development under the auspices of the General Assembly?will be held on 18-19 September.?The full program is available here.?
• World Cities Day 2023: The Government of Türkiye and?UN-Habitat, the UN entity responsible for sustainable urban development, will discuss the upcoming World Cities Day 2023, which will take place in Istanbul on 31 October under the theme ‘Financing sustainable urban development,’ and zero-waste initiatives.
• The?2023 UN Private Sector Forum?will take place in the Delegates Dining Room in the UN Headquarters. The Forum is organized by the UN Global Compact, the International Chamber of Commerce, and the?UN Department of Economic and Social Affairs (DESA)?in collaboration with a number of other supporting partners. ?
• A briefing on?2023 Universal Health Coverage (UHC) Global Monitoring Report will be unveiled at the UN.

TUESDAY

• United Nations?General Debate of the 78th session?begins where speeches will be delivered by various countries. The theme for the 78th session is?“Rebuilding trust and reigniting global solidarity: Accelerating action on the 2030 Agenda and its Sustainable Development Goals towards peace, prosperity, progress and sustainability for all.”?
• The?UN Global Compact Leaders Summit?begins along with the SDG Summit 2023.? This year’s UN Global Compact Leaders Summit will convene business leaders, UN officials, Government leaders, SDG stakeholders and civil society professionals from across the globe to comprehensively review the private sector’s contribution to advancing the SDGs.?
• The UN virtual?Trade Facilitation Innovation Days 2023?will be held on 19 – 20 September. ?
• Today, the?World Health Organization (WHO)?is expected to release its Global Hypertension Report 2023.??
• Climate Ambition Summit is convened by the UN to accelerate action by governments, business, finance, local authorities and civil society, and hear from “first movers and doers”.?
• ?High-level Meeting on Pandemic Prevention, Preparedness and Response?starts. World Health Organization (WHO), will convene Heads of State and Government for a one-day meeting to adopt a political declaration aimed at mobilizing at the national, regional and international levels for pandemic prevention, preparedness and response. ?
• Senate Finance Subcommittee on Health Care - Meeting: Hearings to examine?aging in place, focusing on the vital role of home health in access to care.? Meeting Details
• European Union Gigabit Infrastructure Act.?The Industry, Research and Energy Committee will vote on a draft regulation that seeks to facilitate and stimulate the development of very high-capacity electronic communication networks. The new measures would include using existing physical infrastructure along with faster and cheaper deployment of new infrastructure.

WEDNESDAY

• House Energy and Commerce Subcommittee on Innovation, Data, and Commerce - Hearing: Mapping America’s Supply Chains Meeting Details
• The Asian Development Bank releases new growth and inflation forecasts on economies across the region. Their flagship publication, the Asian Development Outlook, also examines how these economies will fare against headwinds such as a weaker global economy and rising interest rates.

THURSDAY

• The UN Summit of the Future Ministerial Preparatory Meeting takes place focused on defining the scope of the Summit of the Future, to be held in September 2024.
• House Energy and Commerce Subcommittee on Communications and Technology - Hearing: Connecting Every American: The Future of Rural Broadband Funding? Meeting Details

FRIDAY

• UN General Assembly continues.

SATURDAY & SUNDAY

• On Saturday, the?Global Citizen Festival NYC?will take place?in NYC’s Central Park on the Great Lawn.
• The 19th Asian Games open on Saturday in the eastern Chinese city of Hangzhou, after a year's delay due to the COVID pandemic. Over 12,500 athletes from 45 countries and regions will compete in 61 disciplines from 40 sports.

GLOBAL ECONOMIC PULSE

ENERGY: The global price of crude oil has surged to a nine-month high due to several factors. Firstly, the global economy is performing better than anticipated, with the United States maintaining robust growth even amidst monetary tightening. Although Europe is predicted to face a slight recession, it is not as severe as initially feared. This economic stability and growth have fueled higher crude oil prices since July. In the United States, measures of consumer confidence are strongly inversely correlated with gasoline prices.

INTEREST RATES: The U.S. Federal Reserve outlook will be announced and other central banks including the Bank of England, Bank of Japan, Norges Bank, Riksbank, and the Swiss National Bank will revise their policy rates.? People’s Bank of China (PBoC) one and five-year Loan Prime Rates, currently at 3.45% and 4.20% respectively will be announced. In emerging markets, key interest rate decisions are anticipated from several countries including Brazil, with a current rate of 13.25%, Costa Rica at 6.5%, Egypt at 19.25%, Indonesia and the Philippines each at 5.75%, South Africa at 8.25%, and Turkey standing at 25.0%. ?Inflation reports will be released for Brazil, the Czech Republic, Poland, UK, Canada, and South Africa. ??Gross Domestic Product (GDP) figures and retail sales data from Mexico will be released.

INFLATION: The forecast for August indicates a decrease in headline consumer inflation to 3.1% year-on-year (YoY), compared to 3.3% in July, primarily due to the ongoing energy subsidy program in Japan. Despite this, there is a projection that core inflation, which excludes fresh food and energy, may slightly increase to 4.4% from 4.3% in July, posing a significant concern for the Bank of Japan (BoJ). The trade report predicts a recovery in exports driven by robust auto shipments, with an anticipated rise from the recent downturn. Meanwhile, imports are expected to fall sharply to -18% YoY, a situation attributed to dominant base effects outweighing the impact of rising commodity prices and a weak Japanese yen.

Earnings Reports This Week:? AutoZone (AZO), Endava PLC (DAVA), Apogee Enterprises Inc. (APOG), FedEx Corp. (FDX), General Mills (GIS), KB Home (KBH), Darden Restaurants (DRI) FactSet Research Systems Inc. (FDS)

NOTEWORTHY REGULATIONS, LEGISLATION & REPORTS

Health Care

• The International Federation of Pharmaceutical Manufacturers & Associations published its report on ACTION ON NONCOMMUNICABLE DISEASES about how pharmaceutical industry helps bridge the care gap.
• McKinsey & Company published a report about how Lack of Disability Data Impedes Health Equity.
• Deloitte published a report on Urgency in Addressing Women's Health: Breaking Barriers and Promoting Equity as part of the FemTechnology (FemTech) Summit 2023.
• OECD published Embracing a One Health Framework to Fight Antimicrobial Resistance

Tech & Artificial Intelligence

• KPMG and University of Queensland in Australia published Trust in artificial intelligence 2023 – A global study on the shifting public perceptions of AI
• Deloitte AI Institute published The Generative AI Dossier - A selection of high-impact use cases across six major industries

Mobility & Transportation

• U.S. government published the Model Year 2024 Alternative Fuel and Advanced Technology Automobiles licensed to be sold in the country.
• Transport & Environment published Small and profitable: why affordable electric cars in 2025 are feasible
• U.K. House of Commons Transport Committee published Self-driving Vehicles

Geopolitics, Trade & Supply Chains

• An excellent report has been published by St Gallen University in Switzerland focused on describing a methodology to assess supply chain resilience.? The report focuses on vulnerabilities (fundamental factors that make a company susceptible to disruptions, such as exposure to resource limits or supplier disruptions) and capabilities (fundamental attributes that enable a company to anticipate and overcome disruptions, such as flexibility in sourcing and supply chain visibility).
• ING published a report on Global Transport & Logistics Outlook and the different paths recovery may take.

Economics & Markets

• U.S. Congressional Research Service published Multilateral Development Banks: Overview and Issues for Congress

Sustainability, Climate & Environment

• United Nations global sustainable development report, TIMES OF CRISIS, TIMES OF CHANGE SCIENCE FOR ACCELERATING TRANSFORMATIONS TO SUSTAINABLE DEVELOPMENT, was published.? It provides a synthesis of the key transformative shifts needed across different entry points (human well-being and capabilities, sustainable and just economies, food systems and healthy nutrition, energy decarbonization with universal access, urban and peri-urban development, and global environmental commons), as well as a framework for understanding how those transformations may unfold over time.
• Freshfields published The European Union Sustainability Regulatory Horizon.
• Japanese Government published The Basic Policy for the Realization of Green Transformation - A roadmap for the next 10 years.
• ESRI published The Climate Checklist ?- ?A Five-Factor Framework to Guide ?Climate Action for Government and Business Leaders.

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SECTORS WE TRACK

• MULTILATERAL INSTITUTIONS & DEVELOPMENT
• GEOPOLITICS & POLITICAL RISK
• SUPPLY CHAINS & INDUSTRIAL POLICY
• ECONOMY, FISCAL STIMULUS & SURPLUS SPENDING
• FINANCIAL SERVICES, LABOR & TAXES
• INFRASTRUCTURE & CONSTRUCTION
• ENERGY & ENVIRONMENT
• HEALTHCARE
• TECHNOLOGY
• AEROSPACE & AVIATION
• AUTO & ELECTRIC VEHICLE INDUSTRY

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