About this session

Brace for impact. The global trade order is being rewritten, and your business is on the frontlines.

As the U.S. doubles down on tariffs under Trump’s 2025 agenda, Europe is no longer a bystander. Long-standing transatlantic alliances are being tested, and industries across the continent — Germany’s export-driven industrial engine, France’s high-stakes aerospace and luxury sectors, and the Netherlands’ vital logistics and semiconductor trade routes — each are under pressure. The implications? Deep, immediate, and impossible to ignore.

So, what does this trade turbulence mean for you — the technology leaders, the financial stewards, the strategists steering European enterprise through volatility? But this isn’t just about tariffs. It’s about resilience, reinvention, and the role of European leadership in a fractured global economy.

In this session, Carsten Brzeski, Global Head of Macro & Chief Economist Eurozone at ING, unpacks the new U.S. trade playbook and what it really means for European business. Beyond the headlines and policy posturing lies a deeper shift: one that challenges existing supply chain models, exposes sector-specific vulnerabilities, and demands a rethink of digital and operational priorities.

How do you build agility into your supply chains, operations, and digital infrastructure—while staying competitive on the world stage? This is your strategic intelligence briefing — timely, actionable, and essential.

DISCUSSION POINTS:

• Inside Trump’s 2025 Trade Playbook:
  What are the strategic motives behind the latest U.S. tariff wave—and what does it signal about the future of global trade?
• Europe Under Pressure:
  Which EU economies and sectors are most exposed—and how should leaders prioritize risk response and resource allocation?
• Supply Chains Rewired:
  How are new trade barriers reshaping global value chains, and what are the options for digital-first, regionally resilient operating models?
• Strategic Retaliation or Innovation Opportunity? 
  Europe’s leadership response reactively - through countermeasures or proactively - through trade diversification, tech investment, and regulatory innovation
• CIO to CEO: What C-level Leaders Must Do Now:
  How do you embed agility and resilience into enterprise strategy—from procurement and finance to cybersecurity and data operations?
• A Fragmented Future?
  Can Europe present a unified front, or will geopolitical and economic divergence weaken its strategic position globally?
• What Transformation Really Means:
  Are these trade tensions the tipping point for a new global economic order—and what will that demand from business leadership moving forward?