The Weeks of October 16-30, 2023 Newsletter

??THIS WEEK: Occ Health, EU Packaging Reg, COP28 Prep, Net-Zero Industry Regulations

Hot off-the-press government actions reshaping the economy, development, regulations, and business environment in just 5 minutes. Start your week with a generous dose of foresight. Subscribe. #governmentanalytica?#electricvehicles?#batteries?#pandemics?#artificialintelligence?#safety?#singleuseplastic?#globalhealth?#asean?#apec?#eu?#latinamerica?#chinabusiness?#techindustry?#lifescienceindustry?#medicaldevices?#pharmaindustry

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HAPPENING THIS WEEK

MONDAY

• European Week for Safety and Health at Work, held each year in October (calendar week 43), the European Week for Safety and Health at Work is a highlight of every Healthy Workplaces Campaign. With hundreds of awareness-raising events taking place across the EU and beyond - and extra impetus given to media coverage - it is the ideal opportunity to get involved in the campaign. Organized by EU-OSHA and its partners, each European Week has the campaign theme at its heart and aims to raise awareness of the importance of active, participative workplace safety and health management.? More information on the event
• In Abu Dhabi, the Pre-COP28, the preparatory meeting prior to the 28th Conference of Parties of the United Nations Framework Convention on Climate Change (UNFCCC), will take place in-person on 30-31 October 2023.
• Solar World Congress 2023 underway 30 October - 4 November 2023 | New Delhi, Delhi, India
• Minamata Convention COP-5 underway 30 October - 3 November 2023 | Geneva, Geneve, Switzerland
• European Union Packaging & waste packaging: the Environment Committee will adopt its position on a draft bill introducing new sustainability requirements for the use and reuse of packaging (e.g. harmful chemicals restrictions, minimum amounts of recycled content), as well as limits on the consumption of lightweight plastic carrier bags and targets for reducing packaging, separate collection and recycling.

TUESDAY

• U.S. Senate Health, Education, Labor, and Pensions Subcommittee on Employment and Workplace Safety, Meeting: Hearings to examine AI and the future of work.
• United Nations Office for Disaster Risk Reduction (UNDRR) is expected to release its State of Disasters report: Disaster losses.

WEDNESDAY

• Senate Committee on Environment and Public Works, Meeting: Hearings to examine?the science of extreme event attribution, focusing on how climate change is fueling severe weather events.? Meeting Details
• AI Safety Summit - The UK will host a summit on the safety of artificial intelligence (AI).
• Bangkok, the fourth session of the Committee on Macroeconomic Policy, Poverty Reduction and Financing for Development of the Economic and Social Commission for Asia and the Pacific (ESCAP) will be held at the United Nations Conference Centre and online from 1 to 3 November 2023.?
• Climate Change 2023 underway 1-2 November 2023 | London, England, U.K.
• European Union Net-Zero Industry Act: the Industry Committee will adopt its position on the so-called Net-Zero Industry Act, which aims to help the transition to a climate-neutral economy by supporting net-zero technology sectors such as wind turbines, electrolysers, batteries, solar panels and heat pumps. The global market for these sectors is projected to triple by 2030, showing the need to secure access to technologies essential for future energy systems.
• The Indian government will launch a new "import management system" aimed at monitoring shipments of laptops, tablets and similar devices. This will require companies to register the quantity and value of imports.

THURSDAY

• U.S. Senate Committee on Energy and Natural Resources Meeting: Hearings to examine?the opportunities and challenges in deploying carbon capture utilization and sequestration and direct air capture technologies on federal and non-Federal lands.? Meeting Details
• The International Vienna Energy and Climate Forum will take place on 2 and 3 November at the Hofburg International Centre in Vienna.?
• Today, the UN Environment Programme (UNEP) is expected to release its Adaptation Gap Report.??

FRIDAY

A quiet day in politics.

SATURDAY & SUNDAY

A quiet weekend in politics.

GLOBAL ECONOMIC PULSE

• The coming week is set to be a whirlwind of activity in the global financial scene with key events that could influence markets across the world. Leading the pack are the imminent interest rate verdicts from the U.S. Federal Reserve, the Bank of England, and the Bank of Japan.
• Inflation in Indonesia is expected to rise to 2.7% year-on-year, possibly prompting further policy adjustments by Bank Indonesia.? Singapore's retail sales are projected to grow 1.8% year-on-year in September, boosted by increased visitor traffic. India's fiscal deficit is trending below the government's 5.9% full-year target, signaling a positive economic outlook.? Korean exports are expected to rise, led by cars and semiconductors, but a narrowing trade surplus and accelerating inflation are anticipated.? As for the United States, it's a bustling period for corporate earnings, painting a view of the economy. Some companies project optimism, while others reflect caution, leaving the market with diverging opinions.? In China, the 3rd Plenum of the 20th Central Committee will be underway, a gathering that could produce market-impacting policy shifts. ?Also, on the agenda is release of China’s Manufacturing Purchasing Managers' Index (PMI).?
• In Emerging Markets, we have rate decisions.? om the Czech Republic, Egypt, Malaysia, and Pakistan, with varying rates that are being closely watched. The conversation continues to revolve around inflation, particularly with Turkey's upcoming release of its October.? Lastly, South Africa is gearing up for its annual Medium-Term Budget Policy Statement, commonly known as the "mini budget," to be presented on November 1. Global PMI releases in manufacturing and services over the next two weeks are set to offer insights into economic conditions at the beginning of Q4, with special attention on performances in the Asia-Pacific region

Earnings Reports This Week:? Cadence Design Systems Inc. (CDNS), Brown & Brown Inc. (BRO), Alexandria Real Estate Equities (ARE), W.R. Berkley Corp. (WRB), Microsoft (MSFT), Alphabet Inc. (GOOGL;?GOOG), Visa (V), The Coca-Cola Company (KO), Novartis (NVS), Texas Instruments (TXN), Verizon Communications (VZ), General Electric (GE), Barclays PLC (BCS), 3M Company (MMM), General Motors (GM), Spotify Technologies (SPOT), Snap Inc. (SNAP), Meta Platforms (META), Thermo Fisher Scientific (TMO), T-Mobile US (TMUS), IBM (IBM), Boeing (BA), Automatic Data Processing Inc. (ADP), CME Group (CME), Equinix (EQIX), General Dynamics (GD), Banco Santander (SAN), Moody’s Corporation (MCO), O’Reilly Automotive (ORLY), Hess Corp. (HES), Amazon (AMZN), Mastercard (MA), Merck & Company (MRK), Comcast Corp. (CMCSA), Linde PLC (LIN), TotalEnergies (TTE), Intel Corporation (INTC), United Parcel Service (UPS), Honeywell International (HON), Bristol-Myers Squibb (BMY), Chipotle (CMG), Ford Motor Company (F), ExxonMobil (XOM), Chevron (CVX), AbbVie (ABBV), Sanofi (SNY), Equinor (EQNR), Charter Communications (CHTR), Aon PLC (AON), Colgate-Palmolive (CL), Phillips 66 (PSX), Xcel Energy Inc. (XEL), and T. Rowe Price Group (TROW)

NOTEWORTHY REGULATIONS, LEGISLATION & REPORTS

Health Care

• U.S. National Institutes of Health published Women’s Health Innovation - Opportunity Map 2023, 50 High-Return Opportunities to Advance Global Women’s Health R&D.
• U.S. National Academy of Medicine published Generative Artificial Intelligence in Health & Medicine.
• The Connecting Australian Healthcare – National Healthcare Interoperability Plan 2023-2028 (Interoperability Plan) is Australia's first national plan to deliver a connected healthcare system for more personalized holistic care and better health and wellbeing outcomes for all Australians.? The Interoperability Plan sets out a national vision to share consumer health information in a safe, secure and seamless manner and identifies 44 actions across five priority areas – identity, standards, information sharing (sending, receiving and finding the right information), innovation (initiatives that drive interoperability) and measuring benefits – and policy tools to support interoperability.
• World Health organization European Branch published Harnessing the benefits of well?being policies and investments for health Tech & Artificial Intelligence.
• Joint Commission published standards for proposed requirements focused on environmental sustainability in healthcare. It was developed through a collaboration between International Hospital Federation (IHF)’s Geneva Sustainability Centre and Joint Commission International (JCI) in order to develop environmental sustainability standards for international hospitals outside of the United States.

Tech & Artificial Intelligence

• UK government Office for Science published Future Risks of ?Frontier AI, Which capabilities and risks could emerge at the cutting edge of AI in the future? Technology & Science Insights and Foresight.
• World Economic Forum published a response to the White House’s request on Harmonizing Cyber Security Regulations.

Geopolitics

• A report was published on EU policy initiatives for the promotion of investments in clean technologies.? It is part of a preliminary assessment of measures taken by the EU to stimulate investment into clean technologies and the impact of the US Inflation Reduction Act on investment.
• Regional Technology and Innovation Hubs (Tech Hubs) program was recently authorized by the U.S. CHIPS and Science Act of 2022. The Tech Hubs Program aims to strengthen U.S. with investments in regions across the country with assets and resources with the potential to become globally competitive in the technologies and industries of the future. A list of Tech hubs can be found here.

Economics & Markets

• World Trade Organization published World Trade Report 2023.
• Center for Global Development published Climate Change and Government Borrowing Costs.

Sustainability, Climate & Environment

• International Energy Agency published the 2023 World Energy Outlook.
• United Nations published Making Markets Work for the SDGs: UNDP’s Private Sector Development and Partnership Strategy (2023-2025).
• UK’s Department for Transport published Future of Transport Regulatory Review: zero emission vehicles.
• UK Government published Zero Emission Vehicle Mandate and CO? Regulations, Joint Government Response Cost Benefit Analysis.
• Brookings published Making The Most Of The Energy Transition - How The U.S. Great Lakes Region Can Identify Priority Industries And Overcome Workforce Challenges
• Squire Patton Boggs published European Union Sustainability Outlook.
• United Nations published a toolbox and user guide on Building Circularity into Nationally Determined Contributions, a reporting mechanism towards sustainable goals.
• United Nations published an UN Sustainable Development Goals Guidebook on how to engage companies in a country.? The current version was customized to Thailand.
• Joint Commission published standards for proposed requirements focused on environmental sustainability in healthcare. It was developed through a collaboration between International Hospital Federation (IHF)’s Geneva Sustainability Centre and Joint Commission International (JCI) in order to develop environmental sustainability standards for international hospitals outside of the United States.

Elevate Your Policy Conversations: Let's Navigate the Complex Landscape Together

Don't settle for standard! Elevate your strategy and narrative with data-driven, in-depth, and authoritative consultancy services. Let's talk today.

For a no obligation conversation on how we may assist you contact us here.

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SECTORS WE TRACK

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