The Age of Agility: Key Themes for 2026
The Decisive Podcast: Insights and analysis to empower confident decision-making.
Release Date: 11/22/2025
The Age of Agility: Key Themes for 2026
The Decisive Podcast: Insights and analysis to empower confident decision-making.
If 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. ...
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PMI in Focus: Global Business Outlook and AI Sentiment
The Decisive Podcast: Insights and analysis to empower confident decision-making.
Host 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...
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Frequently Asked Questions About the Global Economy
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In 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....
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Charting a New Course for Asia's Shipbuilding Powerhouses
The Decisive Podcast: Insights and analysis to empower confident decision-making.
The 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 is joined by ...
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Reshoring Potential: Indonesia and Malaysia in Global Supply Chains
The Decisive Podcast: Insights and analysis to empower confident decision-making.
As 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...
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Mapping Political Volatility: Elections, Unrest and Instability in Key Regions
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In 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...
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Forecasting the US Economy in Uncertain Times
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 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...
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New Pathways to Economic Growth in Emerging Markets
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In this insightful episode of The Decisive, host 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...
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Evolving Military Strategies: Insights from the Middle East and Ukraine
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In this episode of the Decisive Podcast, host Kristen Hallam engages with S&P Global Market Intelligence experts and 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...
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Gear Up for Price Pressures in Machinery and Equipment
The Decisive Podcast: Insights and analysis to empower confident decision-making.
In this episode of The Decisive podcast, host introduces senior economist , 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...
info_outlineIf 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 midterm elections, the renegotiation of trade agreements, and the strategic competition between major powers, particularly the US and mainland China. The panel highlights the significance of critical minerals and AI technology as national security assets, alongside the challenges posed by financial market volatility and supply chain resilience.
As the world faces a recalibration of trade relationships and economic strategies, this episode provides valuable insights for navigating the complexities of a rapidly changing world. Tune in to stay informed and empowered in your decision-making process.
More S&P Global Market Intelligence Content:
- The Age of Agility: Key Themes for 2026
- Global Economic Outlook: November 2025
- Transshipment: Outlook and implications for ASEAN
For S&P Global subscribers (login required):
Credits:
- Host: Natznet Tesfay
- Guests: Ken Wattret, Aries Poon, Carla Selman
- Produced By: Debbie Taylor, Kristen Hallam
- Edited By: Marz Marcello
- Published With Assistance From: Sophie Carr, Feranmi Adeoshun