Tariff Impact: Trade Relations, Supply Chains, Prices and Economies
The Decisive Podcast: Insights and analysis to empower confident decision-making.
Release Date: 04/26/2025
Drilling Down Into Sector-Specific Tariffs
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In 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 and , 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...
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What's at Stake in Tariff Negotiations
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In 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...
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PMI in Focus: Tariff Impact in Asia, UK Labor Market Trends
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In this episode of The Decisive Podcast, S&P Global Market Intelligence's is joined by fellow economists and 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...
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How AI Is Influencing Shipping and Supply Chains
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In 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 and , 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 as well as a...
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Domestic Discontent: Election Aftermath and Upcoming Polls
The Decisive Podcast: Insights and analysis to empower confident decision-making.
Join 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...
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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...
info_outlineIn 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.
Whether you're a business leader, policy maker, or simply interested in the dynamics of global trade, this episode offers essential perspectives to stay informed and prepared for the evolving landscape.
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Credits:
- Host: Kristen Hallam
- Guests: Ken Wattret, Aries Poon, Eric Oak, Thomas McCartin
- Produced By: Debbie Taylor, Kristen Hallam
- Edited By: Marz Marcello
- Published With Assistance From: Sophie Carr, Feranmi Adeoshun