Trade and Immigration in Trump's Second Era
The Decisive Podcast: Insights and analysis to empower confident decision-making.
Release Date: 01/11/2025
Tariff Impact: Trade Relations, Supply Chains, Prices and Economies
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In 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,...
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PIERS Review: Anchoring Decisions in Trade Data
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In 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...
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Trade Tensions: How the EU Could Respond to U.S. Tariffs
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In 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...
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Global Macroeconomic Themes: Navigating Policy Changes in a Dynamic World
The Decisive Podcast: Insights and analysis to empower confident decision-making.
The episode of The Decisive, taken from a March 20 webinar, features insights from experts including , , , , , and 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 strategic responses...
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Hot Topics in Shipping and Supply Chains: Tariffs, Taxes and More
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In 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...
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PMI in Focus: Navigating Uncertainty in Trade and Tariffs
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In this episode of the Decisive Podcast, host , 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...
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Global Security Hotspots: Impacts on Marine Cargo
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In this episode, host Kristen Hallam dives into the complexities of global security hotspots and their profound effects on marine cargo with expert insights from , 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...
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Takeaways from TPM25: Tariffs, trade and geopolitical risks for shippers and carriers
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In 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 , Vice President and Head of Insights and Analysis, and , 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 in...
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Economic Angst: Canada's Faceoff on Trade
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In 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: Credits: Host: Kristen Hallam Guests: Arlene Kish Produced By: Kristen Hallam...
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Navigating Sanctions: Insights on Trade Compliance
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In 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...
info_outlineIn 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 themes to watch in 2025
Credits:
- Host: Kristen Hallam
- Guest: John Raines
- Produced By: Kristen Hallam
- Edited By: Kristen Hallam
- Published With Assistance From: Sophie Carr, Feranmi Adeoshun