As 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: Kris...
Nov 30, 2024•20 min•Season 2Ep. 26
In 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 ...
Nov 23, 2024•38 min•Season 2Ep. 25
Join 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 val...
Nov 16, 2024•18 min•Season 2Ep. 24
In 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 for...
Nov 09, 2024•36 min•Season 2Ep. 23
Explore 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 uncove...
Nov 02, 2024•27 min•Season 2Ep. 22
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 pro...
Oct 26, 2024•23 min•Season 2Ep. 21
In 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 fo...
Oct 19, 2024•20 min•Season 2Ep. 20
As 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 com...
Oct 12, 2024•17 min•Season 2Ep. 19
In 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 ...
Oct 05, 2024•16 min•Season 2Ep. 18
In 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 int...
Sep 28, 2024•29 min•Season 2Ep. 17
In 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. T...
Sep 21, 2024•30 min•Season 2Ep. 16
In 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....
Sep 14, 2024•21 min•Season 2Ep. 15
As 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 c...
Sep 14, 2024•24 min•Season 2Ep. 14
Brush 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 indica...
Sep 07, 2024•38 min•Season 2Ep. 13
Dive 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 s...
Aug 31, 2024•23 min•Season 2Ep. 12
In 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 imp...
Aug 24, 2024•19 min•Season 2Ep. 11
Tea or coffee? Our experts tell the fascinating story of the trade in two beloved beverages: tea and coffee. Featuring insights from Anna Rybicka and Agnieszka Maciejewska , this episode explores the global trade, market trends, and the impact of weather on these commodities. Discover where people consume the most coffee per capita, which tea exporter barely drinks a drop of the crop, and the forecasted trade volumes by 2040. Whether you’re a coffee enthusiast or a tea lover, this episode offers...
Aug 17, 2024•17 min•Season 2Ep. 10
Recent economic data releases have sparked turmoil in financial markets around the globe. S&P Global Market Intelligence’s interpretation of this recent data suggests that fears of an imminent US recession and related expectations of aggressive policy rate cuts are overdone. To be clear, our economists are not ruling out a US recession – that will remain a risk with financial conditions still restrictive – but the evidence to support it occurring imminently looks unconvincing at this stage. ...
Aug 10, 2024•9 min•Season 2Ep. 9
What 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 po...
Aug 03, 2024•14 min•Season 2Ep. 8
Jan 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 p...
Jul 27, 2024•30 min•Season 2Ep. 7
Bibianna Norek and Diego Iscaro discuss the French election and its potential impacts on policymaking and the economy. In the absence of an absolute majority for any political group and the resulting hung parliament, the experts explore scenarios for government formation. They also touch upon the potential influence on monetary policy and the impact on France's political stability. The experts also discuss managing security risks ahead of the Paris Olympics and the economic considerations of hos...
Jul 26, 2024•20 min•Season 2Ep. 6
Economists Paul Smith and Andrew Harker use data from our Purchasing Managers Index surveys to provide insights and analysis on the performance of the global economy at the midpoint of 2024 and the outlook for the coming months. They discuss the impact of factors such as investment in new technologies and inflation trends on economic growth. The economists also delve into reshoring and how supply chain realignments have been influenced by factors like the pandemic, geopolitics, and domestic poli...
Jul 20, 2024•21 min•Season 2Ep. 5
"Chaos." That's how steel expert John Anton describes the market for the rest of this year in this episode of The Decisive Podcast. John is joined by Amanda Eglinton , lead analyst covering base metals and stainless/specialty steel markets at S&P Global Market Intelligence. Together they analyze the current trends and challenges in the metal market, discussing factors such as regional divergence, supply disruptions, and demand dynamics. Whether you're a producer, buyer, or investor, this epi...
Jul 13, 2024•13 min•Season 2Ep. 4
Dijedon 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 i...
Jul 06, 2024•27 min•Season 2Ep. 3
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 curre...
Jun 29, 2024•12 min•Season 2Ep. 2
Welcome 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 Intellige...
Jun 22, 2024•24 min•Season 2Ep. 1
We analyze the recent election results in India, the world's largest democracy, and the potential impact on the country's business environment and on the broader geopolitical landscape. What are the new coalition government's policy priorities? Where can we expect policy continuity, and where might we see change? Featured expert: Deepa Kumar, Head of Asia-Pacific Country Risk https://www.spglobal.com/en/research-insights/experts/kumar-deepa Listen to our podcast episode on elections to watch in ...
Jun 15, 2024•18 min•Ep. 223
We analyze the recent election results in Mexico and their potential impact on the country's business environment and geopolitical landscape. Our experts discuss what the ruling MORENA party's victory in the presidential election and its success in state governorships and Congress mean for the legislative agenda, the economic outlook, and foreign policy. Featured experts: Jose Enrique Sevilla-Macip , senior analyst for Latin America https://www.spglobal.com/en/research-insights/experts/macip-jos...
Jun 15, 2024•29 min•Ep. 222
In episode 220, our economists went beyond the monetary policy questions of when and how much to the implications of these pivots for businesses. In this episode, we delve further into the different narratives presented by central banks that are raising interest rates instead of cutting or looking to cut them, particularly in Turkey, Russia and Japan. Featured experts: Harumi Taguchi , principal economist, Asia-Pacific economics https://www.spglobal.com/en/research-insights/experts/taguchi-harum...
Jun 08, 2024•12 min•Ep. 221
Our economists share their perspectives on inflation, interest rates, and central bank policies. Gain valuable insights into the Fed's cautious stance and their focus on waiting for more inflation data. Explore the forecast for interest rate cuts in the eurozone and the potential impact on credit conditions and demand. We also discuss the vulnerability of currencies in emerging Europe to global pivots in monetary policy and the need for caution in domestic monetary policy conduct. Plus, we exami...
Jun 01, 2024•31 min•Ep. 220
