The Decisive Podcast: Insights and analysis to empower confident decision-making.
Whether you're a business leader, investor, or simply curious about the forces shaping our world, The Decisive podcast is here to provide you with the knowledge you need to stay ahead. Join our team of seasoned Market Intelligence analysts as they explore the ever-changing landscape of maritime, trade and supply chain, economics and country risk.
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Takeaways on Tariffs Following July 9 Developments
07/12/2025
Takeaways on Tariffs Following July 9 Developments
In this episode of The Decisive Podcast, host Kristen Hallam is joined by S&P Global Market Intelligence experts and 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 administration aims to revitalize U.S. manufacturing while navigating intricate international relationships, this episode provides critical insights into the future of trade relations and the potential economic impacts on both domestic and global markets. Listen now to an engaging discussion of the evolving landscape of tariffs and trade. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Chris Rogers, John Raines Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Strategic Opportunities: Flipping the Script on the Risk Story
07/05/2025
Strategic Opportunities: Flipping the Script on the Risk Story
How 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 evaluating market attractiveness through five key pillars: market potential, policy favorability, institutional quality, logistics efficiency, and resource availability. The guests share insights on how momentum scoring within the SOI helps identify expanding market opportunities, emphasizing the importance of understanding market trajectories rather than just current standings. The conversation also highlights the origin stories behind both indices, showcasing the collaborative efforts of the team to create tools that can guide strategic decision-making for businesses navigating global trade dynamics. The experts discuss how the TTV assesses the vulnerability of economies to tariffs, providing valuable insights for businesses to adapt and strategize in the face of evolving U.S. trade policies. Listeners will gain a deeper understanding of how these indices can inform economic decisions, identify potential risks, and uncover opportunities in the global marketplace. Join us for an engaging discussion that combines analytical rigor with practical applications, perfect for anyone interested in the intersection of economics and global trade. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Cassandra Pagan, Justin Valentino, Natasha McSwiggan Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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MENA in Focus: Potential for Conflict and Cooperation
06/28/2025
MENA in Focus: Potential for Conflict and Cooperation
In 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 insights into the challenges facing the Syrian Transitional Government and the role of foreign support in stabilizing the region. With a focus on the potential for both conflict and cooperation, this episode provides a comprehensive overview of the MENA region's current state and future outlook, making it essential listening for anyone interested in international relations, economics, and market intelligence. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Kevjn Lim, Jacob Lees Weiss Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Happier Berth Days: Why Congestion at the World's Ports Matters
06/21/2025
Happier Berth Days: Why Congestion at the World's Ports Matters
In 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, and how these factors influence the broader economic landscape. Listeners will gain a deeper understanding of the challenges ports face and the importance of monitoring trends to mitigate disruptions. Max emphasizes that port congestion remains a real risk for global trade, making this conversation essential for government officials, carriers, port operators, and supply chain strategists alike. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Max Janthur Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Shedding Light on the Shadow Fleet
06/14/2025
Shedding Light on the Shadow Fleet
In 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 modern safety standards. Ines shares key statistics, including the significant increase in shadow fleet activity and the sophisticated tactics employed by these vessels to circumvent sanctions, such as turning off AIS signals and engaging in ship-to-ship transfers. The episode also highlights recent enforcement actions taken against shadow fleet vessels, particularly in the Baltic Sea, and discusses the environmental and safety concerns associated with these aging ships. Tune in to understand the implications of the shadow fleet on global oil trade and the evolving landscape of maritime compliance. Whether you're a maritime professional, a supply chain analyst, or simply curious about the intricacies of global oil transportation, this episode offers valuable insights and a comprehensive overview of a pressing issue in today's geopolitical climate. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guest: Ines Nastali Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Reduced Speed Ahead: Outlook for the US Economy
06/07/2025
Reduced Speed Ahead: Outlook for the US Economy
In 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 decisions. The Federal Reserve's cautious approach amid policy uncertainty is also explored, with expectations for a pause in rate adjustments until late 2026. Listeners will gain valuable perspectives on the rising federal budget deficit, projected to increase from 6% to 7% over the next decade, and its effects on the US dollar, which is anticipated to weaken in the coming years. Join us for this informative episode as we unpack these critical economic trends and equip you with the knowledge to navigate the evolving landscape. Stay curious and stay informed with The Decisive Podcast. More S&P Global Market Intelligence Content: Credits: Host: Alyssa Grzelak Guests: Juan Turcios, Ben Herzon, Pat Newport, Mike Konidaris Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Drilling Down Into Sector-Specific Tariffs
05/31/2025
Drilling Down Into Sector-Specific Tariffs
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 upcoming deadlines, including the pivotal date of July 9th, this episode provides a comprehensive overview of how tariffs could reshape market dynamics and influence pricing strategies across various industries. Tune in to stay informed and prepared for the changes ahead in the world of trade. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Chris Rogers, John Anton Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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What's at Stake in Tariff Negotiations
05/24/2025
What's at Stake in Tariff Negotiations
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 global trade system. The episode also highlights the strategic importance of trade relationships for Latin American countries, particularly Mexico, as they balance ties with the U.S. and China amid evolving tariff discussions. Join us for an engaging exploration of how current tariff negotiations are reshaping international relations and vice versa. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: , , , Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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PMI in Focus: Tariff Impact in Asia, UK Labor Market Trends
05/17/2025
PMI in Focus: Tariff Impact in Asia, UK Labor Market Trends
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 across Asia, highlighting strong performances in some regions alongside declines in others, particularly due to shifting US trade policies. Additionally, the podcast addresses the labor market trends in the UK, examining how changes in payroll costs and national insurance rates have affected hiring practices and candidate availability. With global business confidence at a two-and-a-half-year low, this episode provides a comprehensive overview of the economic landscape, offering valuable insights for policymakers and industry professionals alike. Listen now to stay informed on the latest economic developments and understand how high-frequency data can guide decision-making in uncertain times. More S&P Global Market Intelligence Content: Credits: Host: Paul Smith Guests: Andrew Harker, Annabel Fiddes Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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How AI Is Influencing Shipping and Supply Chains
05/10/2025
How AI Is Influencing Shipping and Supply Chains
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 catalyst for change in logistics, enhancing efficiency and decision-making in a rapidly digitizing world. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Eric Johnson, Eric Oak Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Domestic Discontent: Election Aftermath and Upcoming Polls
05/03/2025
Domestic Discontent: Election Aftermath and Upcoming Polls
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 challenges faced by coalition governments, and the potential for civil unrest in nations like Bangladesh, Pakistan, and South Africa. From the legitimacy crises in Bangladesh to the political shifts in Indonesia and the economic reforms in Argentina, this episode provides a comprehensive overview of the current state of global affairs. Discover how these developments may impact businesses and the broader economic environment. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Anton Alifandi, Bibianna Norek, Carla Selman, Martin Roberts Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Tariff Impact: Trade Relations, Supply Chains, Prices and Economies
04/26/2025
Tariff Impact: Trade Relations, Supply Chains, Prices and Economies
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, 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. More S&P Global Market Intelligence Content: 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
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PIERS Review: Anchoring Decisions in Trade Data
04/19/2025
PIERS Review: Anchoring Decisions in Trade Data
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 market analysis, as well as the challenges users face in interpreting this complex dataset. The conversation also touches on the upcoming Breakbulk conference, highlighting key topics that industry professionals are grappling with today. Tune in to discover how data-driven insights can inform strategic decision-making in an ever-evolving trade landscape. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guest: Brendan Neary Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Trade Tensions: How the EU Could Respond to U.S. Tariffs
04/12/2025
Trade Tensions: How the EU Could Respond to U.S. Tariffs
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 President Donald Trump's first administration, and highlights the varying vulnerabilities of EU member states. Listeners will gain an understanding of the potential retaliatory strategies the EU might employ, the broader economic ramifications of heightened trade tensions, and the future of European integration in light of these developments. Tune in for a rich analysis of the intersection between global trade and the European economy. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Shuchita Shukla, Dijedon Imeri Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Global Macroeconomic Themes: Navigating Policy Changes in a Dynamic World
04/05/2025
Global Macroeconomic Themes: Navigating Policy Changes in a Dynamic World
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 from various nations, making it an essential listen for anyone interested in understanding the current macroeconomic environment. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Ken Wattret, Ben Herzon, Arlene Kish, Nicolas Suarez, Timo Klein, Hanna Luchnikava-Schorsch Produced By: Debbie Taylor, Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Hot Topics in Shipping and Supply Chains: Tariffs, Taxes and More
03/29/2025
Hot Topics in Shipping and Supply Chains: Tariffs, Taxes and More
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 global supply chains and gain valuable perspectives to help you navigate this evolving landscape. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Mark Szakonyi, Chris Rogers Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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PMI in Focus: Navigating Uncertainty in Trade and Tariffs
03/22/2025
PMI in Focus: Navigating Uncertainty in Trade and Tariffs
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 anyone interested in the dynamics of global trade and manufacturing. More S&P Global Market Intelligence Content: Credits: Host: Paul Smith Guests: Andrew Harker Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Global Security Hotspots: Impacts on Marine Cargo
03/15/2025
Global Security Hotspots: Impacts on Marine Cargo
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 future forecasts for cargo risk and key developments in international shipping and trade. Whether you're an industry professional or simply curious about global trade dynamics, this episode provides perspective on the current maritime landscape. Listen now. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Columb Strack Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Takeaways from TPM25: Tariffs, trade and geopolitical risks for shippers and carriers
03/08/2025
Takeaways from TPM25: Tariffs, trade and geopolitical risks for shippers and carriers
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 the region. Listen now to learn more about the geopolitical risks facing international supply chains. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Natznet Tesfay, Jack A. Kennedy Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Economic Angst: Canada's Faceoff on Trade
03/01/2025
Economic Angst: Canada's Faceoff on Trade
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 Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Thomas Bradley
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Navigating Sanctions: Insights on Trade Compliance
02/22/2025
Navigating Sanctions: Insights on Trade Compliance
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 sanctions evasion techniques. Byron also discusses what the future may hold for sanctions against Russia and how emerging technologies may influence export controls. Listen now to enhance your understanding of sanctions and trade compliance. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Byron McKinney Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Trump's first 100 days: Outlook and potential impact
02/15/2025
Trump's first 100 days: Outlook and potential impact
What 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: Credits: Host: Kristen Hallam Guests: John Raines, Amanda Eglinton, Ben Herzon Produced By: Kristen Hallam, Debbie Taylor Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Under Construction: Industry Outlook and Themes for 2025
02/08/2025
Under Construction: Industry Outlook and Themes for 2025
In 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: Credits: Host: Kristen Hallam Guests: Jeannine Cataldi, Neo Sibiya, Shing Tyan Lee, Amandeep Bahra Produced By: Kristen Hallam, Debbie Taylor Edited By: Marz Marcello, Patrick Moroney Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Elusive Alliances: Russia, Ukraine, NATO and Trump
02/01/2025
Elusive Alliances: Russia, Ukraine, NATO and Trump
As 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 Content: Credits: Host: Kristen Hallam Guests: Blanka Calnan, John Raines Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Global macroeconomic insights: The US and Mainland China
01/25/2025
Global macroeconomic insights: The US and Mainland China
In this episode of the The Decisive podcast, taken from our Jan. 21 client webinar, , 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 and 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: Credits: Host: Kristen Hallam Guests: Ken Wattret, Ben Herzon, Yating Xu Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Debbie Taylor, Sophie Carr, Feranmi Adeoshun
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Buyers Beware of Potential Tariff Troubles
01/18/2025
Buyers Beware of Potential Tariff Troubles
In 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: Credits: Host: Kristen Hallam Guest: Emily Crowley Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Debbie Taylor, Sophie Carr, Feranmi Adeoshun
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Trade and Immigration in Trump's Second Era
01/11/2025
Trade and Immigration in Trump's Second Era
In 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 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: Credits: Host: Kristen Hallam Guest: John Raines Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Top 10 Economic Insights for 2025
01/04/2025
Top 10 Economic Insights for 2025
Economic 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 Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Ken Wattret, Chris Williamson, Ben Herzon, and Hanna Luchnikava-Schorsch Produced By: Kristen Hallam, Debbie Taylor Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Power plays: Themes for 2025
12/21/2024
Power plays: Themes for 2025
The 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 Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Laurence Allan, Jack Kennedy, Thea Fourie, Eric Oak Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Debbie Taylor, Sophie Carr, Feranmi Adeoshun
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2024 in Review: Supply Chain Resilience, Resource Security and Logistics Rewired
12/14/2024
2024 in Review: Supply Chain Resilience, Resource Security and Logistics Rewired
As 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: Credits: Host: Kristen Hallam Guests: Chris Rogers, Paul Smith, Andrew Harker, Jenny Paurys, Sophie Malin, John Anton, Anna Rybicka, Agnieszka Maciejewska, Turloch Mooney, Peter Tirschwell Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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