Shows
The Decisive Podcast: Insights and analysis to empower confident decision-making.Resilience in the Global Economy: Growth Amid VolatilityIn this episode of The Decisive, Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, assesses the global macroeconomic landscape, highlighting that the world economy is proving more resilient than markets might suggest, even as volatility remains elevated. Ken unpacks how geopolitical flashpoints and trade-policy uncertainty are rippling through financial and commodity markets—often with sharper price action than real-economy fallout so far—while underscoring that further disruptions, higher tariffs, or supply shocks could still dent global growth. The latest Purchasing Managers' Index data, which indicate continued expansion across manufacturing and servi...
2026-02-2109 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Mapping Geopolitical Volatility: Global Impacts From Venezuela and IranIn this episode, taken from a Feb. 4 client webinar, host Kristen Hallam, along with experts John Raines, Jack Kennedy, and Jeffery McElroy, dive into the complexities of geopolitical volatility around the globe. As tensions rise over Iran's nuclear ambitions and the U.S. military strategy, the discussion explores potential pathways to escalation and their global implications. Discover how military and diplomatic maneuvers could impact critical sectors like energy and infrastructure, with disruptions potentially affecting global oil prices and economic stability. The conversation also extends to Latin America and the strategic interests of mainland China, examining ho...
2026-02-1435 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Agentic AI Gives Data a Voice in Supply Chain ManagementAgentic AI can move supply chains from reactive "triage" to smarter, faster decision-making. In this episode of The Decisive, S&P Global Market Intelligence's Brendan Neary joins host Kristen Hallam to unpack today's biggest supply-chain pain points—volatility, complexity, and constant disruption driven by forces like weather, policy shifts, and geopolitics—and why risk mitigation has become a daily mandate for procurement and supply-chain leaders. You'll hear how agentic AI—autonomous systems powered by large language models—can help teams connect disparate data, reason through scenarios, and take action with minimal supervision, turning raw information into practical workflows...
2026-02-0726 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Stablecoin Adoption: The Next WaveStablecoins are designed to keep a steady value—by pegging to a reserve asset like the US dollar—while delivering the speed and lower cost of blockchain-based payments. In this episode of The Decisive, S&P Global Market Intelligence economist Robert Matthee unpacks how stablecoins work, why their market has surged to an estimated $300 billion, and what's driving forecasts that the space could expand dramatically in the coming years. Robert and host Kristen hallam dig into what's powering adoption: demand for cheaper cross-border transfers, growing use by major issuers, and the impact of clearer regulation—including the US GEN...
2026-01-3109 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Federal Reserve in Focus: Rates, Risks, and the Road AheadThe US Federal Reserve is always in the spotlight, and that spotlight is brighter than ever in 2026. In this episode of The Decisive, economist Lawrence Nelson, our resident Fed expert at S&P Global Market Intelligence, breaks down why the central bank is widely expected to keep interest rates steady at its January meeting, and what "sticky" inflation could mean for the first part of the year. We also examine the leadership uncertainty ahead of Jerome Powell's term as Fed chair ending in May, including how a US Justice Department investigation could complicate the transition—wi...
2026-01-2429 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Taking Costs Out, Putting Value In: Shipping Strategies in Focus at TPM26As global trade faces unprecedented disruption, shippers must rethink everything from cost containment to risk management. In this episode of the Decisive Podcast, host Kristen Hallam sits down with Peter Tirschwell, Vice President for Maritime & Trade at S&P Global Market Intelligence and TPM Conference founder, to break down the theme of TPM26: "Taking Costs Out, Putting Value In." Together, they explore the far-reaching impacts of U.S. tariff policies, evolving supply chain strategies, and the role of technology in managing costs. Peter shares vital insights on balancing freight rates with service reliability, current best practices for...
2026-01-1723 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Fiscal Fragilities in the Global EconomyIn this episode of The Decisive Podcast, host Kristen Hallam engages in an insightful discussion with Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, about the critical yet often overlooked topic of public debt. Kristen and Ken explore the significant rise in public sector debt-to-GDP ratios since the mid-2000s, driven by adverse economic shocks, including the 2008 financial crisis and the COVID-19 pandemic. Ken explains the persistent challenges of high government budget deficits, the political reluctance to implement fiscal changes, and the implications of rising sovereign yields on economic growth...
2026-01-1014 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Top 10 Insights Shaping the 2026 Economic OutlookIn our final episode of 2025, host Kristen Hallam is joined by S&P Global Market Intelligence economists Ken Wattret, Ben Herzon, Hanna Luchnikava-Schorsch, and Thea Fourie to unveil the top 10 economic insights shaping the outlook for 2026. Discover how moderating inflation, shifting fiscal policies, and global trade dynamics are creating a delicate balance of tailwinds and headwinds across major economies. From the US avoiding recession and Western Europe's subdued growth, to China's pivot to domestic demand and India's resilience amid tariffs, this episode delivers actionable perspectives on emerging trends, risks, and opportunities. Understand the potential impact...
2025-12-1345 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.It's Beginning to Look a Lot Like... the Economic Outlook for US Consumer SpendingIn this episode of The Decisive Podcast, host Kristen Hallam dives into the intricacies of U.S. consumer spending as the holiday season approaches. Joined by Michael Zdinak, Ph.D., a director in S&P Global's U.S. economics team, Kristen explores the current economic landscape following a recent government shutdown and its impact on vital economic data. Kristen and Michael discuss the resilience of consumer spending—despite low consumer sentiment—highlighting the factors driving spending behaviors among different income groups. They analyze retail sales trends, the significance of Black Friday, and the growing share of online shop...
2025-12-0622 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Optimism and Uncertainty: The 2026 US Economic OutlookIn this episode of the Decisive Podcast, host Kristen Hallam engages with economists from S&P Global Market Intelligence to unpack the U.S. economic outlook for 2026. The discussion explores key themes influencing growth, including the economic impact of artificial intelligence, evolving labor market dynamics, and the ongoing effects of tariffs on inflation and investment. Listeners will gain insights into the team's optimistic projections for 2026, driven by reduced policy uncertainty and consumer spending bolstered by recent tax cuts. The economists also address potential headwinds to growth, such as high borrowing costs and the implications of a government...
2025-11-2933 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.The Age of Agility: Key Themes for 2026If 2025 was a year of seismic shifts, 2026 will be a year of recalibration to both the aftershocks and the new disruptions we expect to trade patterns, the economy and the geopolitical landscape. In this episode of the Decisive podcast, we set out our key strategic themes for 2026—adapting to trade realities, shaky economic foundations and shifting asymmetric power in geopolitics. Experts from our multidisciplinary research team unpack the ongoing economic uncertainties, evolving trade policies, and geopolitical dynamics we expect to characterize the year ahead. Listeners will gain an understanding of the potential impacts of the US mid...
2025-11-2236 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.PMI in Focus: Global Business Outlook and AI SentimentHost Paul Smith is joined by senior economists Pollyanna de Lima and Andrew Harker to explore the latest trends in Purchasing Managers' Indices (PMI) and their implications for the global economy. They discuss the resilience of global economic growth in 2025 in the face of challenges such as low business confidence, tariffs, and trade uncertainties. The team analyzes the mixed performance across Latin America, with notable expansions in Colombia contrasted by contractions in Brazil and Mexico. As they shift focus to the future, they explore the findings of the recent Global Business Outlook surveys, highlighting subdued...
2025-11-1519 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Frequently Asked Questions About the Global EconomyIn this episode, our experts answer your most frequently asked questions about the global economy, analyzing key trends as we approach 2026. Host Ken Wattret, vice president of global economics at S&P Global Market Intelligence, leads a panel representing the US, Europe, Asia-Pacific and Latin America to provide a glimpse into our expectations for the rest of 2025 and beyond. From the optimistic outlook for U.S. GDP growth, driven by recent tax cuts and government spending, to the challenges posed by high inflation and tariffs, we unpack the factors shaping the economic landscape. The global e...
2025-11-0837 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Charting a New Course for Asia's Shipbuilding PowerhousesThe shipping industry has faced a seismic shift following the U.S. Trade Representative's finalization of port fees targeting Chinese-built, operated and owned vessels. Such changes in trade and tariff policy are reshaping order books for bulk carriers and specialized cargo vessels and the competitive landscape of Asian shipbuilding. Ongoing physical disruptions are affecting global shipping routes, and shipowners are balancing the urgent need for fleet renewal with the long-term imperative of adhering to tightening environmental regulations. To unpack these developments, host Kristen Hallam is joined by Ashima Tyagi and Keyla Goodno from S&P...
2025-11-0130 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Reshoring Potential: Indonesia and Malaysia in Global Supply ChainsAs we approach the end of 2025, companies are starting to move beyond calculating tariff rates and to think develop long-term strategies for their supply chains. Reshoring — moving some or all of your sourcing from one region or territory to another — has reemerged as a strategic option. S&P Global Market Intelligence Head of Supply Chain Research Chris Rogers joins host Kristen Hallam to discuss reshoring, focusing on two key Southeast Asian markets: Indonesia and Malaysia. They explore the current global supply chain positions of both countries, highlighting Indonesia's resource-driven economy and Malaysia's established dominance in electronics manufacturing.
2025-10-2519 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Mapping Political Volatility: Elections, Unrest and Instability in Key RegionsIn this episode of the Decisive Podcast, host Kristen Hallam leads a compelling discussion on the rising political volatility across various regions, including Asia Pacific, Europe, and Latin America. Joined by experts Carla Selman, Bibianna Norek, and Jeffery McElroy, the panel explores the factors driving instability in countries like Japan, Peru, Argentina, France, and the UK. Listeners will gain insights into the implications of recent leadership changes, the impact of civil unrest, and the role of immigration policies in shaping political landscapes. The experts also discuss the upcoming elections in Latin America and their potential to influence...
2025-10-1832 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Forecasting the US Economy in Uncertain TimesIn this episode of The Decisive Podcast, host Kristen Hallam engages in an insightful discussion with Ben Herzon, co-head of US Economics at S&P Global Market Intelligence. They explore the complexities of economic forecasting in turbulent times, focusing on how to differentiate between signal and noise in economic data. Ben shares his expertise on the significance of the Purchasing Managers Index (PMI) as a leading indicator for economic trends, particularly its role in predicting industrial production and GDP. The conversation also explores the impact of tariffs on inflation and economic growth, highlighting the resilience of the...
2025-10-1124 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.New Pathways to Economic Growth in Emerging MarketsIn this insightful episode of The Decisive, host Kristen Hallam leads a comprehensive discussion on the current landscape of emerging markets, exploring the challenges and opportunities that lie ahead as we approach 2026. Joined by a panel of experts from S&P Global Market Intelligence, the conversation probes the economic resilience of developed versus emerging markets, the impact of trade dynamics and tariffs, and the role of technological advancements in shaping growth trajectories. Listeners will gain valuable insights from this episode, which is taken from our Sept. 10 client webinar. Learn about the performance of key emerging economies, including...
2025-10-0441 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Evolving Military Strategies: Insights from the Middle East and UkraineIn this episode of the Decisive Podcast, host Kristen Hallam engages with S&P Global Market Intelligence experts Jack A. Kennedy and Sascha Ostanina to explore the evolving military strategies in the Middle East North Africa (MENA) region and the ongoing Russia-Ukraine conflict. They discuss the shift from conventional warfare to more interventionist and attritional strategies, the role of technology in modern conflict, and the implications for regional and global security. The conversation highlights the interconnectedness of geopolitical developments, the impact on alliances, and the importance of data-driven analysis in navigating current uncertainties. Tune in...
2025-09-2728 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Gear Up for Price Pressures in Machinery and EquipmentIn this episode of The Decisive podcast, host Kristen Hallam introduces senior economist Maxwell Clarke, who explores the world of machinery and equipment pricing amidst the evolving landscape of tariffs and demand fluctuations. Max takes us into the world of machinery and equipment pricing amid the evolving landscape of tariffs and demand fluctuations. He explores how the recent tariff policies, particularly in the U.S., are creating upward price pressures on machinery and equipment, while also examining the broader implications for global markets. Max unpacks the weak demand outlook that is limiting further price escalation a...
2025-09-2012 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.PMI in Focus: Economic Signals in the Middle East and AsiaIn this episode of The Decisive Podcast from S&P Global Market Intelligence, host Andrew Harker, alongside economists David Owen and Usamah Bhatti, parses the latest findings from the Purchasing Managers' Indices (PMIs) across various regions. The discussion highlights a positive trend in global business activity for August 2025, with strong growth in both the services and manufacturing sectors. The panelists also address challenges such as export weaknesses and subdued business confidence, particularly influenced by US tariffs. Focusing on the Middle East and North Africa, David provides insights into the slowdown in demand momentum in the UAE, attributed...
2025-09-1320 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Inflation Dynamics in an Uncertain WorldIn this episode of The Decisive Podcast, host Kristen Hallam is joined by Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, to explore the pressing issue of inflation in today's economic landscape. As economies worldwide grapple with the aftermath of various shocks—including the COVID-19 pandemic and geopolitical conflicts—rising prices remain a critical concern for consumers, businesses, and policymakers alike. Speaking in a June interview, Ken provides an insightful overview of current global inflation trends, highlighting key factors driving these changes, such as supply chain disruptions, commodity prices, and trade policies. The...
2025-09-0621 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Zombies at Sea and Other Deceptive Shipping Practices: Maritime State of PlayIn this episode of The Decisive podcast, host Kristen Hallam engages with Jeremy Domballe, Product Director of Maritime Intelligence and Risk, to explore the complex world of deceptive shipping practices as highlighted in the latest Maritime State of Play report. The discussion explores the rise of "zombie ships"—vessels that assume the identities of decommissioned ships—and the technological vulnerabilities that facilitate such deceptions. Listeners will learn how geopolitical tensions, particularly regarding sanctions on oil from countries like Russia, Iran and Venezuela, drive these deceptive tactics and complicate compliance efforts for regulatory bodies. Jeremy shares compelling case stud...
2025-08-3016 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Searching for Value Amid Uncertainty: A Sneak Peek at Inland 25In this episode of The Decisive Podcast, host Kristen Hallam covers the upcoming Inland Distribution Conference, also known as Inland25, scheduled to take place in Chicago starting September 29th. Joined by Eric Johnson, Senior Editor at the Journal of Commerce from S&P Global, they explore the significance of this event for shippers, logistics companies, and other stakeholders in the industry. The conversation highlights the conference's theme, "Searching for Value Amid Uncertainty," reflecting the current economic climate and its impact on the logistics sector. Eric shares insights on navigating complexities in cross-border logistics between the U.S...
2025-08-2324 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Wired Together: ASEAN Economies and ElectronicsIn this episode of The Decisive Podcast, guest host Tommy McCartin, Principal Economist on the Pricing and Purchasing team, dives deep into the implications of the modified country-specific tariffs imposed by the U.S. on ASEAN economies. Joined by expert guests Ashima Tyagi, Economics Associate Director in Singapore, and Yan Hoong, Lead Electronics Economist in Kuala Lumpur, the discussion explores how these tariffs are reshaping trade dynamics within the ASEAN region and the global electronics supply chain. Listeners will gain insights into how ASEAN countries are responding to the U.S. tariffs, the current state of the...
2025-08-1627 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.A Mid-Year Check-In on the Global EconomyIn this episode of The Decisive Podcast, host Kristen Hallam introduces a team of S&P Global economists to discuss the latest analysis and predictions for the global economy as we move into the latter half of 2025. Taken from a recent webinar, the discussion delves into key macroeconomic themes, including the ongoing uncertainty surrounding trade policies, divergent inflation dynamics, and the impact of fiscal sustainability on major economies. Listeners will gain valuable insights into the expected moderation of U.S. growth, the struggles of Europe's largest economies, and the resilience of mainland China's economy. The episode highlights...
2025-08-0942 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Takeaways on Tariffs Following July 9 DevelopmentsIn this episode of The Decisive Podcast, host Kristen Hallam is joined by S&P Global Market Intelligence experts Chris Rogers and John Raines to unpack the latest developments in U.S. tariffs and trade policy as of July 9. With the U.S. administration's approach to leveraging tariffs as a negotiation tool, the experts assess recent agreements with countries like Vietnam, the U.K., and China, and the complexities surrounding ongoing negotiations. The team also examines the implications of transshipment practices, particularly in Southeast Asia, and the legal challenges currently facing tariff implementations. As the...
2025-07-1222 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Strategic Opportunities: Flipping the Script on the Risk StoryHow do you identify which markets present the best opportunity for growth, and which are especially vulnerable to fluctuating trade and tariff policies? In this episode of The Decisive podcast, host Kristen Hallam uncovers the origin stories behind two tools created to address these key questions: the Strategic Opportunity Index (SOI) and the Trade and Tariff Vulnerability Index (TTV). Joining Kristen for this discussion are expert guests Cassandra Pagan, Justin Valentino, and Natasha McSwiggan. The discussion begins with an exploration of the SOI, designed to provide clarity in a complex geopolitical and trade landscape by e...
2025-07-0530 min
Just Films and ThatThrowback Thursday - The Brothers SolomonThrowback Thursday time!This week, we are taking you back to another chat about a film starring two Wills and a Kristen. It’s The Brothers Solomon.But was it underrated or under seen?Give it a listen to find out!Original air date: 06/07/2021· Please note, this is an un-altered release of the original episode. All references and content are accurate and relevant as of the original release date but may now be out of date.All the usual links below:A...
2025-07-0333 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.MENA in Focus: Potential for Conflict and CooperationIn this episode of The Decisive Podcast, host Kristen Hallam is joined by analysts Jacob Lees Weiss and Kevjn Lim to explore the intricate and rapidly shifting risk landscape in the Middle East and North Africa (MENA) region. Recorded before significant military operations in Iran, the discussion explores nuclear negotiations between the US and Iran, the implications of potential sanctions, and the dynamics of Israeli military strategy. The episode highlights key geopolitical tensions, including the evolving relationship between the US and Israel and the impact of these factors on the Israel-Hamas conflict. Listeners will gain i...
2025-06-2819 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Happier Berth Days: Why Congestion at the World's Ports MattersIn this episode of The Decisive Podcast, host Kristen Hallam is joined by Max Janthur, the product specialist for Port Performance, to delve into the critical issue of congestion at the world's ports. As global trade continues to evolve, understanding the role of ports becomes increasingly vital for economies and supply chains. Max shares insights from the latest Port Performance report, highlighting the significant risks and impacts of port congestion, including increased operational costs, supply chain disruptions, and environmental concerns. The discussion explores key metrics related to port efficiency, such as vessel turnaround times and berth productivity...
2025-06-2109 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Shedding Light on the Shadow FleetIn this episode of the Decisive Podcast, host Kristen Hallam dives deep into the complex world of the maritime shadow fleet, exploring its emergence and evolution since the introduction of the oil price cap on December 5, 2022. Joined by Ines Nastali, Senior Supply Chain Analyst at S&P Global Market Intelligence, the discussion covers how these oil tankers operate outside traditional regulatory frameworks, often evading sanctions imposed by various governments. Listeners will gain insights into the size and characteristics of the shadow fleet, which includes an estimated 940 tankers, many of which are older vessels that may not meet...
2025-06-1426 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Reduced Speed Ahead: Outlook for the US EconomyIn this episode of The Decisive, we're sharing highlights from our US macroeconomic webinar on May 20, featuring expert commentary from our economics team at S&P Global Market Intelligence. We dive deep into the forecast for the US economy, which faces a slowdown. Projected growth is expected to average just 0.8% per quarter in 2025, raising questions about the potential for a recession. We explain the anatomy of a recession, walking through recent examples, and share our outlook. Our economists also discuss the implications of elevated tariffs, which are contributing to inflationary pressures and reshaping business investment d...
2025-06-0730 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Drilling Down Into Sector-Specific TariffsIn this episode of The Decisive Podcast, host Kristen Hallam explores the complex landscape of tariffs under the current administration, focusing on the implications of Section 232 reviews. Joined by experts Chris Rogers and John Anton, the conversation covers the nuances of industry-specific tariffs that impact a wide range of sectors, from steel and aluminum to electronics and pharmaceuticals. Listeners will gain insights into the ongoing tariff negotiations, the potential ramifications for supply chains, and the strategic decisions companies must make in response to these economic shifts. With a keen eye on upcoming deadlines, including the pivotal date...
2025-05-3135 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.What's at Stake in Tariff NegotiationsIn this episode of The Decisive podcast, experts from S&P Global Market Intelligence explore the complexities of global trade negotiations and their profound impact on geopolitical relationships. The panel discusses the objectives behind U.S. trade policy, including the implementation of tariffs as negotiation tools and their implications for job markets and elections. Gain a comprehensive understanding of how countries in Southeast Asia and members of the European Union are navigating the dynamic trade environment, striving to maintain economic growth while advocating for reform in the global trade system. The episode also highlights the strategic importance...
2025-05-2437 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.PMI in Focus: Tariff Impact in Asia, UK Labor Market TrendsIn this episode of The Decisive Podcast, S&P Global Market Intelligence's Paul Smith is joined by fellow economists Andrew Harker and Annabel Fiddes to explore the latest findings from the Purchasing Managers' Index (PMI) data. The discussion focuses on the significant impact of recent tariff announcements on the global economy, with a particular emphasis on Asia. Listeners will gain insights into the current state of global goods trade, which has seen a notable decline in manufacturing new export orders—the largest month-on-month reduction since August 2023. The episode also explores the mixed manufacturing output trends across Asia, hi...
2025-05-1719 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.How AI Is Influencing Shipping and Supply ChainsIn this episode of The Decisive Podcast, host Kristen Hallam dives into the transformative impact of artificial intelligence (AI) on the shipping and logistics industry. Joined by industry experts Eric Oak and Eric Johnson, the discussion covers the distinctions between AI and automation, the current applications of AI in shipping, and the challenges companies face in leveraging this technology. The conversation also touches on future trends, the evolving workforce landscape, and the potential for AI to reshape traditional roles within the industry. Tune in to gain insights on how AI is a tool a...
2025-05-1038 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Domestic Discontent: Election Aftermath and Upcoming PollsJoin host Kristen Hallam and a panel of experts as they discuss the growing concerns of domestic instability impacting countries around the globe. With a focus on the repercussions of the 2024 election cycle, the conversation explores how economic inequality, technological disruptions, and political polarization are reshaping social contracts between governments and citizens. Listeners will gain valuable insights into the political landscape of key regions, including Asia Pacific, Europe, Latin America, and Sub-Saharan Africa. The experts analyze the implications of recent elections, the challenges faced by coalition governments, and the potential for civil unrest in nations like Bangladesh...
2025-05-0348 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Tariff Impact: Trade Relations, Supply Chains, Prices and EconomiesIn this insightful episode of The Decisive, host Kristen Hallam moderates a discussion on the potential impacts of the April 2 tariff announcements and their implications for global trade. Featuring expert analyses from S&P Global Market Intelligence's Ken Wattret, Aries Poon, Eric Oak, and Thomas McCartin, the episode explores how tariffs are reshaping supply chains, affecting domestic industries, and influencing economic forecasts. Listeners will gain a comprehensive understanding of the current state of tariffs, including section 301 duties and section 232 tariffs on steel and aluminum, and how these changes are impacting various sectors such as automotive and electronics.
2025-04-2636 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.PIERS Review: Anchoring Decisions in Trade DataIn this episode of The Decisive podcast, host Kristen Hallam dives deep into the intricacies of PIERS, the Port Import-Export Reporting System, with Brendan Neary, Product Manager in S&P Global's trade portfolio. Together, they explore the evolution of PIERS data, its historical significance, and its vital role in understanding global trade flows. Brendan explains how the dataset has adapted to modern challenges, including the impact of tariffs and supply chain disruptions. Listeners will gain an understanding of how various industries leverage PIERS data for procurement, compliance, and market analysis, as well as the challenges users face...
2025-04-1934 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Trade Tensions: How the EU Could Respond to U.S. TariffsIn this episode of The Decisive podcast, host Kristen Hallam engages in an insightful discussion with S&P Global Market Intelligence experts Shuchita Shukla and Dijedon Imeri about the implications of potential U.S. tariffs on the European Union's economy. Recorded shortly after significant tariff announcements by the US government, the episode delves into how these measures could reshape trade dynamics, impact growth forecasts, and influence the EU's decision-making process. The conversation also explores historical context, comparing current challenges to past trade disputes during President Donald Trump's first administration, and highlights the varying vulnerabilities of EU member s...
2025-04-1229 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Global Macroeconomic Themes: Navigating Policy Changes in a Dynamic WorldThe episode of The Decisive, taken from a March 20 webinar, features insights from experts including Ken Wattret, Ben Herzon, Arlene Kish, Nicolas Suarez, Timo Klein, and Hanna Luchnikava-Schorsch. The panel of economists discusses evolving economic and trade policies and their implications across various regions. Listeners gain a comprehensive understanding of the current economic policies in the U.S., Canada, Mexico, Germany, the European Union, China and India, particularly the impact of tariffs on GDP growth, inflation and monetary policy. Our experts explore the interconnectedness of global economies, the risks posed by trade uncertainties, and the...
2025-04-0544 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Hot Topics in Shipping and Supply Chains: Tariffs, Taxes and MoreIn this episode of The Decisive Podcast, host Kristen Hallam discusses the hot topics from the recent Transpacific Maritime, or TPM, conference with Mark Szakonyi, executive editor of The Journal of Commerce, and Chris Rogers, head of supply chain research at S&P Global Market Intelligence. Mark and Chris provide insights on the effects of proposals by the US government such as tariffs, the innovative Gemini shipping model, and what to expect at the upcoming Breakbulk conference, which like TPM is organized by The Journal of Commerce. Learn more about the critical issues shaping global s...
2025-03-2920 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.PMI in Focus: Navigating Uncertainty in Trade and TariffsIn this episode of the Decisive Podcast, host Paul Smith, alongside economists Andrew Harker and Joe Hayes, reveals the latest trends and insights from the Purchasing Managers' Index (PMI) data, with a particular focus on the impact of tariffs on global manufacturing. The economists highlight the contrasting performance of the U.S., Canadian, and Mexican manufacturing sectors, exploring how tariffs have influenced export orders, input prices, and overall business sentiment. With timely analysis and unique qualitative insights from PMI survey responses, this episode offers valuable perspectives for anyone interested in the dynamics of global trade...
2025-03-2221 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Global Security Hotspots: Impacts on Marine CargoIn this episode, host Kristen Hallam dives into the complexities of global security hotspots and their profound effects on marine cargo with expert insights from Columb Strack, Head of Global Cargo Risk at S&P Global Market Intelligence. Kristen and Columb explore the repercussions of geopolitical conflicts, including the Russia-Ukraine war and its impact on Black Sea trade dynamics, as well as the challenges posed by Middle East conflicts and Houthi threats to maritime security. Discover how these tensions influence marine war insurance and the broader shipping industry. Gain valuable foresight into future forecasts for...
2025-03-1519 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Takeaways from TPM25: Tariffs, trade and geopolitical risks for shippers and carriersIn this episode of the Decisive Podcast, host Kristen Hallam leads a discussion of key takeaways from TPM25, the world's largest container shipping converence, which recently took place in Long Beach, Calif. Kristen interviews S&P Global Market Intelligence's Natznet Tesfay, Vice President and Head of Insights and Analysis, and Jack A. Kennedy, Head of Middle East North Africa Country Risk, who each spoke at the conference this year. Natznet shares highlights of her interview with former UN Ambassador and National Security Adviser John Bolton. Jack walks through our outlook on the Red Sea and geopolitical risks...
2025-03-0824 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Economic Angst: Canada's Faceoff on TradeIn this episode of the Decisive Podcast, host Kristen Hallam interviews Economics Director Arlene Kish about the outlook for the Canadian economy and the potential impact of US tariffs and reciprocal Canadian tariffs. Should you stock up on maple syrup? Which industries could be most impacted? How is domestic political uncertainty affecting business investment and other aspects of the economy? "Expect the unexpected," Kish says. Listen now to learn more. More S&P Global Market Intelligence Content: Global economic outlook: February 2025 Fiscal fragilities: Dealing with high debt Download the full report Power P...
2025-03-0124 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Navigating Sanctions: Insights on Trade ComplianceIn this episode of the Decisive Podcast, host Kristen Hallam interviews Byron McKinney, Product Management Director for S&P Global's Trade Compliance Solutions. As they explore the complexities of sanctions and trade compliance, listeners will gain valuable insights into the latest developments affecting international business. Recorded in anticipation of the upcoming S&P Global Market Intelligence Sanctions and Export Control User Group Seminar, this episode addresses current challenges in sanctions and export control, the classification of high-priority goods, and the impact of sanctions evasion techniques. Byron also discusses what the future may hold for sanctions against Russia...
2025-02-2222 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Trump's first 100 days: Outlook and potential impactWhat key priorities will the new administration and a Republican-majority Congress emphasize as President Donald Trump embarks on his first 100 days in office? How will these initiatives shape the US economic landscape and influence the operational environment? Our experts will offer insights on tariffs, trade, the US economy, metals markets, immigration and foreign relations among other issues that are front-of-mind since Trump began his second term. Listen now. More S&P Global Market Intelligence Content: Download the full report Power Plays in 2025 Top US regional economic insights for 2025 How US tariffs could impact the ME...
2025-02-1542 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Under Construction: Industry Outlook and Themes for 2025In this episode of our podcast, taken from our January 2025 webinar, we dive into the latest trends and insights from the global construction industry. Our experts share their perspectives on the current state of the market and the outlook for the coming year. They discuss how our economic forecasts inform our views of the industry and highlight key themes to watch within each region. Listen now. More S&P Global Market Intelligence Content: Download the full report Power Plays in 2025 Global economic outlook: January 2025 Top US regional economic insights for 2025 Credits: Host: Kr...
2025-02-0827 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Elusive Alliances: Russia, Ukraine, NATO and TrumpAs the third anniversary of the Russia-Ukraine conflict approaches, The Decisive podcast delves into the current outlook for the war and its implications for global security. For this discussion, host Kristen Hallam is joined by two experts, Blanka Calnan, Head of European Country Risk, and John Raines, Head of North America Country Risk. They explore President Donald Trump's approach to NATO, particularly in light of the changes that have occurred since the onset of the Ukraine war. Listen now for expert insights into these critical geopolitical issues. More S&P Global Market Intelligence C...
2025-02-0123 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Global macroeconomic insights: The US and Mainland ChinaIn this episode of the The Decisive podcast, taken from our Jan. 21 client webinar, Ken Wattrett, Vice President of Global Economics at S&P Global Market Intelligence, leads an insightful discussion of the macroeconomic landscape for 2025. Ken's conversation with Ben Herzon and Yating Xu focuses on the potential impacts of the new US administration's policies on the economy. Various factors are influencing economic forecasts, including trade tariffs, consumer spending — and heightened uncertainty. More S&P Global Market Intelligence Content: Download the full report Power Plays in 2025 Power Plays: Themes for 2025 blog post Global economic out...
2025-01-2521 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Buyers Beware of Potential Tariff TroublesIn this episode of The Decisive, Emily Crowley, head of the Pricing and Purchasing team at S&P Global Market Intelligence, analyzes the potential impacts of proposed changes in tariffs and immigration policy in President Donald Trump's second term. This is an excerpt from a Dec. 11, 2024, webinar. Listen now for insights in how these changes could impact your procurement activities. More S&P Global Market Intelligence Content: Download the full report: Power Plays in 2025 North America: Key themes to watch in 2025 Global economic outlook: January 2025 Credits: Host: Kristen Hallam Guest: Emily Crowley P...
2025-01-1812 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Trade and Immigration in Trump's Second EraIn this episode of the Decisive Podcast, we delve into the pivotal trade and immigration policies of President-elect Donald Trump as he prepares for his inauguration on January 20th. Join host Kristen Hallam and Head of North American Country Risk John Raines as we explore the implications of these policies on US-Canada and US-Mexico relations, the potential economic impacts of proposed tariffs, and possible legal challenges surrounding both trade and immigration strategies. More S&P Global Market Intelligence Content: Download the full report Power Plays in 2025 Power Plays: Themes for 2025 blog post Europe: Key...
2025-01-1125 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Top 10 Economic Insights for 2025Economic angst is one of our four key themes for 2025. The anchors around the global economy — low inflation, low interest rates, international cooperation and frictionless trade — have become unmoored. This adds uncertainty to the outlook for growth in 2025 and beyond. In this episode, S&P Global Market Intelligence economists including Ken Wattret, Chris Williamson, Ben Herzon, and Hanna Luchnikava-Schorsch reveal our top 10 insights for the year ahead. They explore the implications of inflation and interest rates, the challenges facing major economies like mainland China and the eurozone, and the impact of trade policies on growth. More S&P...
2025-01-0444 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Power plays: Themes for 2025The interplay of geopolitical rivalries, economic shifts and evolving trade dynamics will define a conflicted global landscape over 2025. In our last episode of 2024, we explore four key themes shaping this environment: economic angst, domestic discontent, elusive alliances, and trade troubles. These capture the fragility of global economic growth, the rise of unstable coalitions, the evolving nature of external alliances, and the intricacies of trade barriers and tariffs. Strategic adaptability will determine resilience as stakeholders navigate these multifaceted challenges, balancing national interests with global cooperation to achieve stability and growth. More S&P Global M...
2024-12-2139 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.2024 in Review: Supply Chain Resilience, Resource Security and Logistics RewiredAs we approach 2025, we are reflecting on our key themes for 2024. In this episode, we're revisiting some key moments and insights from our previous episodes on the themes of supply chain resilience, resource security, and logistics rewired. This wraps up our 2024 in review series. Next week's episode will focus on our big themes for 2025. More S&P Global Market Intelligence Content: Supply chain strategies to mitigate tariffs Fishing for CHPIs: Trade flows adapt to sanctions on Russia US presidential election impact: Region by region Credits: Host: Kristen Hallam Guests: Chris Rogers, Paul...
2024-12-1429 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.2024 in Review: Economic Fault LinesAs we approach 2025, we are reflecting on our key themes for 2024. In this episode, we're revisiting some key moments and insights from our previous episodes on the theme of economic fault lines. We reflect on how regional divergence in inflation rates and monetary policy is exposing economic fault lines around the globe. More S&P Global Market Intelligence Content: Global economic outlook: November 2024 Using the Global PMI instead of GDP as a macro indicator for investing Sign up for the new Economies in Flux newsletter Credits: Host: Kristen Hallam Guests: Ken Wattret, P...
2024-12-0724 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.2024 in Review: Geopolitical ReorderingAs we approach 2025, we are reflecting on our key themes for 2024. In this episode, we revisit key moments and insights from our previous episodes on geopolitical reordering. We focus on the significant elections that took place in 2024 and their implications for global dynamics. More S&P Global Market Intelligence Content: US presidential election impact: Region by region Country Risk Month Ahead: November 2024 Exploring the post-election landscape for reshoring to India Credits: Host: Kristen Hallam Guests: Laurence Allan, Deepa Kumar, Langelihle Malimela, Dijedon Imeri, Jose-Enrique Sevilla Macip, Carlos Cardenas Produced By: Kristen Hallam...
2024-11-3020 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Port A to Port B: Get Ready for The World's Biggest Container Shipping ConferenceIn this episode, Peter Tirschwell, founder and chair of TPM, the world's largest container shipping conference, discusses the industry dynamics informing the agenda for the meeting. Tirschwell, who is responsible for all content appearing in Journal of Commerce publications and events, highlights the evolving landscape of transportation logistics, key challenges facing the sector, and the anticipated responses of shippers and carriers to disruptions. Listen now and gain valuable perspectives on the program for the TPM event, which begins March 2, 2025, in Long Beach, Calif. Learn more about TPM More S&P Global Mar...
2024-11-2338 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.PMI in Focus: Global Economic Trends and Consumer SentimentJoin economists Paul Smith, Andrew Harker, and Maryam Baluch in this episode of The Decisive podcast as they delve into the latest trends in the global economy. They discuss the upcoming Flash PMI data releases for key countries, including the U.S., Eurozone, and India, and analyze the current performance of various sectors, particularly manufacturing and services. The panel also explores consumer sentiment in the U.K. and the challenges facing the automotive industry in Germany. Tune in for valuable insights into economic growth and inflationary pressures as they highlight key data points and sector...
2024-11-1618 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.The Global Economy: Region by RegionIn this episode, our global economist, Ken Wattret, leads a discussion with economists from S&P Global Market Intelligence about the economic landscape. They cover key themes, including moderating inflation, easing monetary policy, and the likelihood of a soft landing in the US. They delve into the performance of major economies, with insights on the U.S. labor market, manufacturing sector weaknesses, and the implications of China's economic slowdown. The episode also highlights regional forecasts for Europe, Asia Pacific, and Latin America, addressing potential risks and the impact of oil prices on inflation. Listen now. M...
2024-11-0936 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Supply Chains for the Energy TransitionExplore the critical intersection of energy transition and supply chains. Our experts discuss how supply chains are essential for transporting vital resources like critical minerals while also managing their own emissions. Delve into the challenges of achieving supply chain resilience amid geopolitical tensions and evolving regulatory landscapes. Understand the importance of enhanced visibility in supply chains and the need for innovative solutions to meet sustainability goals. Tune in to uncover insights on the future of energy transition and its implications for global supply chains. More S&P Global Market Intelligence Content: The Decisive | Episode 4...
2024-11-0226 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.2024 Holiday Sales: Trick or Treat?In this spirited episode of The Decisive podcast, host Kristen Hallam dives into the fascinating world of Halloween sales and their implications for supply chains and the US economy. Experts from S&P Global Market Intelligence explore the current landscape of U.S. candy sales amid rising input costs and shifting consumer preferences. Gain insights into supply chain dynamics and the impact of recent economic trends as the guests examine how inflation, consumer sentiment, and early holiday promotions shape the market. More S&P Global Market Intelligence Content: US Halloween candy spending to surpass of...
2024-10-2622 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.The EU's Corporate Sustainability Due Diligence DirectiveIn this episode of The Decisive podcast, host Kristen Hallam is joined by analysts Dijedon Imeri and Louise Alestam to explore the European Union's Corporate Sustainability Due Diligence Directive. Dijedon and Louise discuss the regulation's implications for businesses operating in Europe, including compliance requirements and potential penalties for noncompliance. The conversation delves into the historical context, anticipated challenges, and the impact on global supply chains, particularly for companies reliant on international suppliers. Tune in for insights on navigating the evolving regulatory landscape and preparing for the directive's implementation by January 2027. More S&P G...
2024-10-1920 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Labor's Long RoadAs commodity prices undergo rapid corrections, the labor market is experiencing a slower recovery. While conditions are improving for employers, wage growth remains sluggish due to high interest rates and reduced hiring optimism. Regions like Europe and North America face persistent challenges, including an aging workforce and structural skill shortages. Despite some areas of stability, such as in Mexico, the overall outlook suggests a cautious approach to hiring as businesses navigate these complexities. The labor market may tighten again as demand picks up, but for now, the path to normalcy is still a long one. Credits:...
2024-10-1216 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Made in EuropeIn this episode of the Decisive podcast, host Kristen Hallam is joined by David Vagenknecht and Shuchita Shukla from S&P Global Market Intelligence to explore the constraints facing the European Union's industrial sector and the potential for an industrial upcycle. They discuss the aftermath of the pandemic and the Russia-Ukraine war, highlighting persistent supply-side bottlenecks, including labor shortages and high production costs. Although some improvements have been noted, particularly in commodity prices and delivery times, demand for European goods remains weak, especially in heavy industries like construction and automotive. The conversation delves into the uneven recovery...
2024-10-0515 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.The G20 in a Disjointed WorldIn this episode of The Decisive Podcast, we dive into the upcoming G20 Summit, set to take place in November during a year filled with significant geopolitical shifts and key elections among member nations. Our experts discuss the G20's evolving role as a platform for mobilizing alliances and tackling critical global issues in our increasingly fragmented world. Brazil, as the summit's host, may leverage this opportunity to influence conversations around economic recovery, climate action, and international cooperation. Learn more about what the priorities are for member countries including BRICS members. More S&P Global C...
2024-09-2829 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Previewing the 2024 Inland Distribution ConferenceIn this episode of The Decisive Podcast, host Kristen Hallam delves into the upcoming Inland Distribution Conference, featuring insights from industry experts Eric Johnson and Bill Cassidy. They discuss the conference's theme, "Striking a Balance," highlighting the current challenges faced by shippers, logistics providers, and carriers amid ongoing market volatility. The conversation covers key topics such as the importance of technology in operations and the impact of potential labor actions. Tune in to discover what attendees can expect and how they can prepare for this pivotal event in the North American supply chain landscape. To...
2024-09-2129 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.PMI in Focus: Trade trends and political uncertaintyIn this episode of The Decisive Podcast, host Paul Smith is joined by senior economists Andrew Harker and Tim Moore to explore the latest trends in global trade and the impact of recent geopolitical events. They discuss the fragility of export order volumes and the significance of Purchasing Managers Indices (PMIs) as early indicators of economic health. The conversation also delves into the effects of political uncertainty on PMI surveys, particularly in the context of the recent election in U.K. and the upcoming election in the U.S. Join us for insights into how these factors...
2024-09-1420 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.India's Demographic DividendAs the world's most populous country, India faces unique opportunities and challenges in maximizing its labor potential for economic growth. This episode covers key topics such as employment prospects post-elections, government initiatives for upskilling, and the critical role of female labor participation. Tune in for insightful analysis on how India can harness its workforce to become a global manufacturing hub while navigating the complexities of a dynamic labor market. This special episode complements the release of S&P Global and CRISIL's thought leadership journal, India Forward, presented by the India Research Chapter. The inaugural addition of India...
2024-09-1424 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.How US Monetary Policy WorksBrush up on how U.S. monetary policy works as the September meeting of the Federal Open Market Committee approaches. Host Kristen Hallam explores the intricacies of U.S. monetary policy with senior economist Lawrence Nelson. They discuss the Federal Reserve's dual mandate of price stability and maximum employment, examining how policymakers adapt their strategies in response to evolving economic conditions. Key topics include the Fed's 2% inflation target, the significance of labor market indicators, and the importance of anecdotal evidence from businesses. Tune in for valuable insights into how the Fed navigates challenges and shapes...
2024-09-0737 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Supply Chains Get SchooledDive into the critical back-to-school shopping season, a key retail period for U.S. consumers and businesses. Our experts explore projected growth in back-to-school retail trends and sales, the implications for supply chains, and what it tells us about the broader economy. With insights into consumer behavior and supply chain dynamics, this episode sheds light on how retailers are navigating inflation and evolving market conditions. Tune in to gain valuable perspectives on a retail season that significantly impacts the economy and consumer sentiment. More S&P Global Content: US back-to-school sales to exceed $1 trillion i...
2024-08-3122 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Remodeling the home improvement marketIn this episode of the Decisive Podcast, host Kristen Hallam sits down with Scott Hazelton, Consulting Director at S&P Global Market Intelligence, to explore the dynamic landscape of the home improvement market. As they gear up for the Home Improvement Insights Summit in Chicago, Scott shares valuable insights into the factors driving consumer behavior and spending in this sector. Listeners will gain an understanding of the key trends shaping the home improvement industry, including the impact of interest rates, consumer confidence, and the evolving demand for skilled labor. Whether you're a professional in the i...
2024-08-2419 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Container Port Performance IndexWhat are the top ranked ports in the world? Turloch Mooney, head of the port intelligence and analytics business at S&P Global Market Intelligence, discusses the latest Container Port Performance Index (CPPI) and what the results mean for businesses. Turloch defines port performance and how it is measured through various metrics such as offshore waiting time, berth productivity, throughput, and container dwell time. Turloch and host Kristen Hallam also explore the importance of efficient ports in facilitating economic growth, investment, and employment opportunities, noting that inefficient ports can lead to shipment delays, reduced competitiveness, and higher em...
2024-08-0313 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Election impact: UK ParliamentJan Gerhard, Raj Badiani, and Chris Rogers from S&P Global Market Intelligence join host Kristen Hallam to discuss the new UK government and its implications on the economy, trade, industry, and EU relations. The experts explore the outcome of the election, the reasons behind it, and the potential impacts on various sectors. They delve into topics such as economic growth, budget responsibilities, infrastructure investment, trade deals, and more. Gain valuable insights into navigating the potential impacts of the UK general election. Explore our library of S&P Global Market Intelligence podcasts: https://www...
2024-07-2729 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Election impact: European ParliamentDijedon Imeri, principal analyst for Europe and CIS country risk at S&P Global Market Intelligence, joins host Kristen Hallam to discuss the European Union parliamentary elections and their potential impact on the business landscape. They explore the evolving risk environment in the EU and discuss indicators that businesses and investors should monitor. They also delve into the role of the European Parliament in shaping regulations and the potential implications of a rightward shift. Tune in to gain valuable insights and stay informed about the future of the European Union. Listen to our previous episode on elections...
2024-07-0626 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Insights from the US Macroeconomic Outlook (Q2 2024)Join host Kristen Hallam as she discusses the US macroeconomic outlook with Ben Herzon, Executive Director and Co-Head of U.S. Economics at S&P Global Market Intelligence. They delve into the forecast for the US economy, including the expected slowdown in GDP growth and the factors contributing to this trend. Ben also addresses the outlook for inflation and a monetary policy pivot by the US Federal Reserve. Don't miss this insightful discussion that provides valuable insights into the current state and future trajectory of the US economy. Subscribe to the podcast now and stay i...
2024-06-2912 minThe Decisive Podcast: Insights and analysis to empower confident decision-making.Election impact: South AfricaWelcome to The Decisive podcast, where our experts provide insights and analysis to empower confident decision-making. The Decisive merges the Economics & Country Risk and Maritime & Trade Talk podcasts. In this episode, we dive into the recent election in South Africa and its potential impact on the country's business landscape. Joining host Kristen Hallam for this insightful discussion is Lange Malimela, senior Africa analyst on the Country Risk team at S&P Global Market Intelligence. We start with background on the African National Congress (ANC) and its dominance in South African politics over the past 30 years. La...
2024-06-2224 min
Maritime and Trade TalkEP28: Economic impact of armed conflictsThe prolongation of existing — and emergence of new — armed conflicts will likely remain a major source of geopolitical instability in the world economy, according to our strategic report on key themes for 2024. Following Iran’s recent strike on Israel, we pose the question: What could an escalation mean for the global economy? Explore our full library of S&P Global Market Intelligence podcasts > Read our blog on escalation implications > Download our report on 2024 themes > Speakers: Ken Wattret Vice-President, Global Economics, S&P Global Market Intelligence Kristen Hallam Lead Content Strategist, S&P Global Market Intelligence
2024-05-2816 min
The Decisive Podcast: Insights and analysis to empower confident decision-making.The state of semiconductor supply chainsThe chip industry sits at the nexus of national security and economic development policies. That has resulted in a race both in supporting national investments in the semiconductor sector as well as escalating restrictions against sharing technology. This episode brings Economics and Country Risk together with the Next in Tech podcast, hosted by Eric Hanselman. Chris Rogers and John Abbott join Eric and Economics and Country Risk host Kristen Hallam to dig into the dynamics and geopolitical pressures that make the supply chain so difficult to fix. Featured experts: Chris Rogers, Head of Supply C...
2024-05-0427 min
Next in TechSemiconductor supply chainsSemiconductors are back in the spotlight with the shortage of GPU's in the generative AI explosion. But the supply chain that produces them is complex and is not a simple thing to accelerate or scale up. This episode brings Next in Tech together with the Economics and Country Risk podcast, hosted by Kristen Hallam. Chris Rogers and John Abbott join us to dig into the dynamics and geopolitical pressures that make the supply chain so difficult to fix.
2024-04-2331 min
Maritime and Trade TalkEP27: Geopolitical reordering in 2024We see five key overlapping themes for the year ahead. In this episode, we explore the theme of geopolitical reordering. National interest objectives will influence reordering of relationships between countries and in multilateral forums, impacting global challenges, flows of trade, and investment. An important indicator underlying the direction of these risks in 2024 will be the outcomes of more than 70 scheduled elections — half of which will be presidential elections. The outcomes will have major implications for policy direction and priorities. Download the complimentary strategic report, 2024: A disjointed world: https://www.spglobal.com/marketintelligence/en/mi/Info/1123/2024-disjointed-world.html Speakers: Laurence Allan Head...
2024-04-0120 min
Maritime and Trade TalkEP26: Logistics rewired − The world's largest ocean container shipping eventOne of our key themes for 2024 is logistics rewired. At the world's largest ocean container shipping event, TPM, shippers and their transportation providers will have plenty to talk about. Navigation restrictions on the Panama Canal, rerouting from the Red Sea to avoid attacks from Houthi militants, the persistent issue of overcapacity. How is the shipping industry responding to these shocks and what impact could we see on trade and the global economy? Join us at #TPM24, March 3 - 6, where these issues will be discussed in depth: https://events.joc.com/tpm/index.html Speakers: Mark Szakonyi Executive Editor, JOC, S&P Gl...
2024-03-0117 min
Maritime and Trade TalkEP24: Water stress and the 2024 sustainability outlookDroughts and flood events in recent years have highlighted the importance of water as a strategic global resource. Climate change will impact access to water and force many countries to modify how they manage resources, according to a new report from S&P Global Market Intelligence. The prevalence of severe difficulties to predict weather patterns is likely to continue across the globe affecting populations, countries’ economic performances and key industries that rely on water as an essential resource. The El Niño climate pattern is forecast to significantly impact the world in 2024. Water-related stress, however, will be an issue for many...
2024-01-0822 min
Maritime and Trade TalkEP23: Deceptive shipping practicesDeceptive shipping practices began to emerge as a topic of interest in 2020, following guidance from the U.S. Treasury Department. Subterfuge shipping has always been an issue. But this proverbial game of cat and mouse has continued to escalate in terms of the complexity of tactics used to circumvent these regulations, as well as the industry tools used to identify and combat them. How are the tactics used in subterfuge shipping activities evolving? And what risks do they pose for businesses and financial institutions? Read the paper: Maritime State of Play Report: Deceptive shipping practices — Emerging company trends Read the paper...
2023-12-1815 min
Maritime and Trade TalkEP22: Q4'23 Trade and Supply Chain OutlookThe supply chain story of 2023 so far has been one of normalization. Demand has slowed down with U. S. seaborne imports of consumer goods falling in the first eight months of the year. The seasonality of shipping patterns also appears to be returning to normal and global trade activity is likely to stabilize. But as ever, we see risks on the horizon. Trade policies are becoming more restrictive and sustainability policies are starting to have real consequences for supply chains. Water stress and labor action also threaten supply chain stability. What is driving the return to normal in supply chains? Wh...
2023-11-2119 min
Maritime and Trade TalkEP21: Sustainability at Sea - Port performance and EmissionsWe may be stuck in road traffic for an hour, but ships can be waiting for many hours to enter a port, generating emissions all the while. In this episode, Turloch Mooney, Product Management Associate Director at S&P Global Market Intelligence discusses what the shipping industry is doing to manage these wait times and get closer to their emissions targets and save money in the process. Speakers: Turloch Mooney - Product Management Associate Director, Maritime, Trade & Supply Chain, S&P Global Market Intelligence Kristen Hallam - Lead Content Strategist, Global Intelligence & Analytics, S&P Global Market Intelligence
2023-10-0522 min
Maritime and Trade TalkEP20: A Long War in UkraineRoughly 18 months ago, Russia invaded Ukraine, sending shock waves through financial and commodities markets. Since then, we've seen rounds of sanctions from the US and EU, an expansion of NATO, and an attempted mutiny in Russia. Still, the war grinds on. In this episode, we discuss the outlook for the Russia-Ukraine conflict with Alex Kokcharov, S&P Global Market Intelligence's Principal Country Risk Research Analyst. How long is the conflict likely to last? What risk factors could influence its trajectory? Speakers: Alex Kokcharov - Principal Country Risk Research Analyst, Europe and CIS, S&P Global Market Intelligence Kristen Hallam - Lead...
2023-09-0821 min
Maritime and Trade TalkEP16: Ghosting sanctions with a shadow fleetRussia has repeatedly stated that it will not work with the G7 oil price cap for crude oil that took effect in December 2022, or with the subsequent price cap on refined products that became effective in February 2023. If Russia insists on not conforming to the price cap, it can't use services located in G7 countries due to sanctions controls. This scenario gives rise to the need for a substantial shadow or ghost fleet of vessels able to transport Russian oil as close to capacity as possible while potentially evading G7 sanctions and the crude and refined oil price caps. Listen a...
2023-05-1127 min
Just Films and ThatThe Brothers SolomonHello! Its time for another episode. This week, it was Alice’s turn to pick. She’s gone with one of our more obscure choices and picked The Brothers Solomon. A comedy starring two Wills and a Kristen!But is it underrated or underseen? Give it a listen.All the usual links below:Apple/iPhone:https://podcasts.apple.com/gb/podcast/films-n-that/id1470141261Spotify:https://open.spotify.com/show/1C4LiOrMZTD90e9tbB5EQOAcas...
2021-07-0633 min