Join Moody’s economists and industry specialists in Vienna on September 17 for an afternoon exploring the forces reshaping Europe’s banking sector. Through candid discussion and market insights, gain a clearer perspective on the risks, opportunities, and trends influencing the industry. 

Connect with industry peers and hear from Moody’s specialists on what lies ahead for growth, resilience, and strategic decision-making across Europe.

Agenda 

Geopolitical tensions, conflict in the Middle East, and high energy prices: What’s next for Europe? 

Kamil Kovar, Director, Economic Research, Moody’s Analytics 

Explore how rising geopolitical risks, instability in the Middle East, and shifting US policies are reshaping the outlook for European growth and inflation. Learn what these developments could mean for European Central Bank policy and the wider banking environment.

Banking system outlook

Alain Laurin, Industry Practice Lead, Financial Institutions, Moody’s

Hear an overview of, and an opinion on, the European agenda on competitiveness, outlining the main issues and challenges faced by European banks, including cross-border integration and consolidation, the international competitive landscape, Basel III implementation, digitalization and innovation, and banks’ role in financing Europe’s growth and strategic priorities.

AI hyperscalers: Is data center investment running on empty? 

Vincent Gusdorf, Head of AI Analytics and Digital Finance Research, Moody’s Ratings 

Examine the credit risks emerging from the AI-driven data center boom as capital spending continues to outpace revenue growth and debt financing increases.