An exclusive forum designed for CEOs and investors across a wide range of sectors. The conference brings together the most influential decision‑makers to explore the forces shaping today’s global markets, from emerging trends and strategic challenges to new growth opportunities. Participants benefit from deep‑dive expertise by our analysts, forward‑looking debates and high‑impact networking that spark innovative strategies and drive sustainable business success.
corporates
CEOs
investors
CEO Conference 2026
CEO Conference 2026
Luxury & Brands Days 2026
Key takeways
Corporate commentary: Bullish!
More than 130 blue-chip companies participated in the BNP Paribas CEO Conference. Our analysts assessed that nearly 80% of corporates were positive in tone, despite the Middle East conflict. Demand remains resilient, particularly in the US, and corporates are focused on offsetting input cost inflation via pricing.
What are CEOs saying?
- Hormuz resilience: Most companies, including Airlines, were confident on being able to manage Hormuz disruption and pass costs back.
- Pricing power
- Robust but K-shaped US consumer demand
- EU + China consumer relative sogginess
- Insatiable AI/datacentre demand. AI enabler companies were understandably very bullish on demand.
What are investors saying?
Interest in AI enablers stays strong, yet U.S. investors remain underinvested, waiting for a pullback amid bubble concerns and a busy IPO pipeline. European sentiment has cooled, with defence spending confirmed but infrastructure delays and French election uncertainty prompting investors to favour Japan over Europe.
Bringing it all together: the Strategy view – inflation the key banana skin for this cycle
The team’s strategy view is a resilient global economy but with inflation as the primary risk for this cycle. Recent payroll data triggered a momentum sell‑off, and Fed hikes are expected after the midterms; a dovish signal from the next Fed meeting and any reopening of Hormuz could ease near‑term inflation pressures. With U.S. 10‑year yields potentially approaching 5 % later in Q3, the outlook favours EU banks for a broader leadership shift, while the team remains overweight on AI enablers, renewables and defence CAPEX despite an anticipated consolidation phase.
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