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Keynote SpeakerMarcelo Carvalho

Global Macro Storyteller - Economics Made Clear

Marcelo Carvalho is a globally recognized economist and keynote speaker renowned for his ability to translate economic concepts into engaging and accessible narratives. With over three decades of experience at leading institutions such as the International Monetary Fund (IMF), JPMorgan, Morgan Stanley, and BNP Paribas (as Global Head of Economics),... Read more

Popular Talks

  • Emerging Markets: Challenges and Opportunities in a Brave New World
  • Trump policies: geopolitical and macro implications for the global economy
  • European Business Outlook: Navigation the New Reality
  • Global Macroeconomic Outlook Amid Shifting Geopolitics
  • Supply-Chain Fragmentation & Trade Policy Shocks
    • More talks

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Biography

Marcelo Carvalho is a globally recognized economist and keynote speaker renowned for his ability to translate economic concepts into engaging and accessible narratives. With over three decades of experience at leading institutions such as the International Monetary Fund (IMF), JPMorgan, Morgan Stanley, and BNP Paribas (as Global Head of Economics), Marcelo brings a wealth of knowledge and insight to every presentation.

Marcelo captivates audiences worldwide with his clear, insightful, and often humorous approach to economics. His speeches cover a wide range of topics, including the global economic outlook, emerging market dynamics, macroeconomic trends, and the interplay between geopolitics and economics. Known for his engaging storytelling, Marcelo makes intricate economic themes both understandable and relevant to diverse audiences.

Throughout his illustrious career, Marcelo has held pivotal roles that have shaped economic strategies across continents. As the Global Head of Economics at BNP Paribas, he led an international team of economists across the globe, offering thought leadership and delivering strategic insights that influenced global market strategies. His previous tenure as the Global Head of Emerging Market Research had further solidified his reputation as an expert in emerging markets, providing in-depth analysis that guided investment strategies and policy discussions.

Marcelo is a familiar face on major media platforms such as CNBC, Bloomberg, and Reuters, where he shares his insights on global macroeconomic trends. His communication style is characterized by clarity and wit, making him a sought-after commentator and speaker. Marcelo’s ability to connect with audiences through relatable narratives sets him apart as a thought leader in the field.

Marcelo aims to continue inspiring and educating through impactful speaking engagements. His goal is to leverage his extensive experience to offer valuable perspectives on global economic trends, helping businesses and individuals navigate the complexities of the global economy and its interplay with geopolitics. In the coming years, Marcelo plans to focus on high-impact opportunities that allow him to share his insights with influential audiences, ultimately aiding strategic decision-making.

Based in London and fluent in English, Spanish and Portuguese, Marcelo is open to speaking engagements worldwide.

“Besides mastering the economic subject like few others, he always shone through his expertise and charisma, being able to translate complex concepts into day to day matters that everyone could perfectly understand and stick to them (and always with a few welcomed laughs). In sum, Marcelo is a star guest speaker and one that I would definitely recommend for anyone looking for someone in his field of expertise.” Head of Private Capital - Spain, Portugal and LATAM, BNP Paribas
“Dr Carvalho's outstanding communication skills enabled him to articulate complex economic mechanisms in a clear and accessible manner, making them easily understandable even for non-experts.” Director Centre for Political Economy and Institutional Studies, Birkbeck University of London
"I have had the pleasure of interacting with Marcelo Carvalho as a speaker at IIF’s flagship international conferences, among various other roles. I can confidently say that Marcelo is one of the most compelling and engaging communicators in the field of global macroeconomics. Marcelo brings deep analytical knowledge and extensive geopolitical expertise, along with the ability to translate complex macroeconomic dynamics into clear and accessible insights for diverse audiences. Whether addressing policymakers, investors, or senior executives, Marcelo captivates the audience with clarity, confidence, and a much-appreciated dose of wit. Our members have highly rated his presentations, attributing this not only to his experience across financial institutions but also to his skill in connecting the dots across regions, markets, and policy frameworks. In a world flooded with noise, Marcelo’s voice stands out as innovative, grounded, and relevant. He’s an insightful speaker and a valuable asset to any agenda." Head of Latam Research at Institute of International Finance

Popular Talks by Marcelo Carvalho

  • Emerging Markets: Challenges and Opportunities in a Brave New World
    – US policies under Trump are reshaping the international landscape.
    – Shifting global macro and geopolitical drivers create risks but also opportunities for Emerging Markets.
    – Building a new global architecture with BRICS? What role can BRICS economies play in the new global economy?
  • Trump policies: geopolitical and macro implications for the global economy
    – Tariffs are back—and not just as a Trump policy.
    – The trade war signals a bigger shift: goodbye free trade orthodoxy, hello economic nationalism.
    – Trade wars are easy to start, messy to win.
    – Short-term political gains, long-term global headaches. Think slower growth, fractured supply chains, rising...
  • European Business Outlook: Navigation the New Reality
    – Strategic guidance for European corporates navigating shifting US policies and geopolitical realignment.
    – Tensions in the transatlantic relation under Trump, and a balancing act regarding China, but new opportunities too.
    – Europe struggles for strategic autonomy amid U.S. pressure and internal divisions.
  • Global Macroeconomic Outlook Amid Shifting Geopolitics
    – Shifting US policies under Trump create a new global trade and geopolitical landscape.
    – How can fiscal and monetary policies respond? How will central banks cope with the new environment?
    – Prospects for growth, inflation, interest rates, currencies and investment flows.
  • Supply-Chain Fragmentation & Trade Policy Shocks
    – From Just-in-Time to Just-in-Case: The New Global Supply Chain Playbook
    – The rise of geopolitically driven trade distortions—tariff escalation, supply reshoring, and trade restrictions — is reshaping global trade dynamics.
    – Vulnerabilities exposed in energy sourcing, tech dependencies, and policy volatility are central to today’s macro-strategy debates
    –...
  • Cryptocurrencies in Context: Understanding Digital Assets in the Global Macro Landscape

    In a world where interest rates, inflation, and geopolitics are rewriting the rules of global markets, cryptocurrencies have moved from the fringes to the financial mainstream. Drawing on nearly three decades of experience at the IMF, JPMorgan, Morgan Stanley, and BNP Paribas, Marcelo Carvalho unpacks the complex intersection between digital...