Marcelo Carvalho

Marcelo Carvalho

Leading Global Macroeconomist & Strategic Authority on Emerging Markets

Core Intelligence Domain: Global Economics & Finance
Location: London, UK | Languages: English, Portuguese, Spanish
Representation: Represented globally by PSpeakers Global Intelligence

Marcelo Carvalho is a highly distinguished global macroeconomist and strategic forecaster, renowned for his unparalleled expertise in emerging markets, international finance, and monetary policy. Drawing upon a rigorous academic foundation and decades of executive experience at the highest echelons of global banking, Carvalho provides proprietary macroeconomic frameworks that empower C-suite leaders, institutional investors, and policymakers to navigate complex economic landscapes with exceptional clarity and strategic foresight.

Throughout his extensive career, Carvalho has held premier leadership positions, most notably serving as the Head of Global Emerging Markets Research at BNP Paribas. In this capacity, he directed a worldwide team of top-tier economists and strategists, shaping the institution’s global outlook on emerging economies. Prior to this, he served as the Chief Economist for Latin America at Morgan Stanley and held the position of Chief Economist at Itaú BBA, Latin America’s largest corporate investment bank. His foundational experience also includes impactful work with the International Monetary Fund (IMF) in Washington, D.C., where he advised on structural economic reforms and sovereign debt strategies.

Armed with a Ph.D. in Economics from the University of Illinois at Urbana-Champaign, Carvalho combines deep theoretical rigour with pragmatic market intelligence. He is a frequent and highly sought-after commentator on premier financial networks, including Bloomberg, CNBC, and CNN, where his insights on inflation, currency valuation, and central bank manoeuvring are closely followed by financial markets worldwide.

Core Speaking Topics & Proprietary Frameworks

• The Global Macroeconomic Outlook: Analysing the trajectory of global growth, inflation, and the shifting dynamics of major central banks in an era of unprecedented volatility.
• Navigating Emerging Markets: Strategic intelligence on investment opportunities, structural risks, and geopolitical factors influencing emerging economies across Asia, EMEA, and the Americas.
• Latin America in Focus: Deep-dive analysis into the economic prospects, political shifts, and trade dynamics of key Latin American powerhouses, including Brazil and Mexico.
• Monetary Policy & Currency Markets: Decoding the complex interplay between interest rates, foreign exchange markets, and international capital flows.
• Geopolitics and Global Supply Chains: Understanding how geopolitical fragmentation, trade wars, and shifting alliances are re-wiring the global economy and altering traditional investment pathways.

Key Takeaways

• Unmatched Analytical Depth: Audiences gain access to the same high-calibre macroeconomic forecasting previously reserved for top-tier institutional investors and global central banks.
• Actionable Market Intelligence: Carvalho translates complex economic data into pragmatic, forward-looking strategies that drive resilient corporate growth and mitigate financial risk.
• Global Perspective, Local Nuance: Benefit from an expert who seamlessly bridges overarching global macroeconomic trends with granular insights into the specific drivers of emerging and frontier markets.