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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The Age of Agility: Key Themes for 2026
11/22/2025
The Age of Agility: Key Themes for 2026
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. 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: For S&P Global subscribers (login required): Credits: Host: 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: Global Business Outlook and AI Sentiment
11/15/2025
PMI in Focus: Global Business Outlook and AI Sentiment
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 surveys, highlighting subdued plans for employment and investment amidst geopolitical uncertainties. The conversation also touches on the rising investment in artificial intelligence (AI) across various sectors, examining how firms are leveraging AI for efficiency, recruitment, and customer acquisition while facing challenges like implementation difficulties and accuracy concerns. More S&P Global Market Intelligence Content: For S&P Global subscribers (login required): Credits: Host: Guests: , Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Frequently Asked Questions About the Global Economy
11/08/2025
Frequently Asked Questions About the Global Economy
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. The global economy FAQ discussion also explores the impact of artificial intelligence on productivity and GDP, as well as the economic resilience of the Asia-Pacific region amidst slowing exports. We take a closer look at the fiscal situations in France and the UK, highlighting the difficulties of achieving sustainable public finances, and examine the mixed growth prospects in India following new U.S. tariffs. The episode wraps up with insights on the evolving dynamics of the U.S.-Mexico-Canada Agreement and the implications of Brazil's upcoming elections on fiscal targets. Tune in for a comprehensive analysis that empowers confident decision-making in an era of uncertainty. More S&P Global Market Intelligence Content: For S&P Global subscribers (login required): Credits: Host: Guests: , , , Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Charting a New Course for Asia's Shipbuilding Powerhouses
11/01/2025
Charting a New Course for Asia's Shipbuilding Powerhouses
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 and Keyla Goodno from S&P Global Market Intelligence. Listen now for an insightful analysis of the future of shipbuilding and the broader implications for global supply chains. More S&P Global Market Intelligence Content: For S&P Global subscribers (login required): Credits: Host: Kristen Hallam Guests: Ashima Tyagi, Keyla Goodno Produced By: Kristen Hallam Edited By: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Reshoring Potential: Indonesia and Malaysia in Global Supply Chains
10/25/2025
Reshoring Potential: Indonesia and Malaysia in Global Supply Chains
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 resource-driven economy and Malaysia's established dominance in electronics manufacturing. Chris outlines the potential for Indonesia to emerge as a reshoring center, emphasizing its political stability, low labor costs, and growing domestic market. He also addresses the challenges Indonesia faces, such as workforce education and wage inflation pressures. Conversely, Malaysia's historical success in electronics is examined, along with the need for the country to defend its position against rising competition from lower-cost neighbors. Listeners will gain valuable insights into the strategic considerations for businesses looking to reshore operations, the impact of global trade policies, and the future trends that may shape the supply chains of both Indonesia and Malaysia over the next five years. Tune in for a comprehensive analysis that goes beyond tariffs and U.S. policy to uncover the broader opportunities in global trade. More S&P Global Market Intelligence Content: For S&P Global subscribers (login required): Credits: Host: Guest: Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Mapping Political Volatility: Elections, Unrest and Instability in Key Regions
10/18/2025
Mapping Political Volatility: Elections, Unrest and Instability in Key Regions
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 elections in Latin America and their potential to influence political dynamics, as well as the delicate balance countries must maintain between their relationships with the US and mainland China. With a focus on key indicators of political stability, the episode provides a comprehensive analysis of how domestic and global pressures are reshaping governance and policy-making. More S&P Global Market Intelligence Content: Credits: Hosts: Kristen Hallam Guests: Carla Selman, Bibianna Norek, Jeffery McElroy Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Forecasting the US Economy in Uncertain Times
10/11/2025
Forecasting the US Economy in Uncertain Times
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 growth, highlighting the resilience of the US economy amid recent challenges. Ben discusses the factors contributing to the growth outlook, including recent budget legislation, federal spending, and inventory management by businesses. Additionally, they address the risks to economic growth, such as potential increases in tariffs, inflation surprises, and the implications of a government shutdown. The episode concludes with a look at how scenario analysis is used to navigate uncertainties in economic forecasting, providing listeners with a comprehensive understanding of the current economic landscape. Tune in for a deep dive into the dynamics shaping the US economy and the tools used to forecast its future. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guest: Ben Herzon Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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New Pathways to Economic Growth in Emerging Markets
10/04/2025
New Pathways to Economic Growth in Emerging Markets
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 the performance of key emerging economies, including India, as well as the implications of geopolitical shifts on global supply chains. The panel, featuring , , and , also highlights investment opportunities in sectors such as digital infrastructure, green energy, and critical minerals, while addressing the effects of U.S. tariffs and regional reshoring strategies. As the episode unfolds, the experts discuss the importance of innovation and technology adoption, particularly in the Asia Pacific region, and examine how emerging markets can leverage these trends for sustainable growth. Tune in for a thought-provoking exploration of the evolving economic landscape and what it means for businesses and investors in the coming years. More S&P Global Market Intelligence Content: Credits: Hosts: Kristen Hallam Guests: Thea Fourie, Hanna Luchnikava-Schorsch, Shuchita Shukla Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Evolving Military Strategies: Insights from the Middle East and Ukraine
09/27/2025
Evolving Military Strategies: Insights from the Middle East and Ukraine
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 analysis in navigating current uncertainties. Tune in for insights that empower confident decision-making in an increasingly complex world. More S&P Global Market Intelligence Content: Credits: Hosts: Kristen Hallam Guests: Jack A. Kennedy, Sascha Ostanina Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Gear Up for Price Pressures in Machinery and Equipment
09/20/2025
Gear Up for Price Pressures in Machinery and Equipment
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 escalation and the significant challenges posed by supply disruptions that have historically driven prices higher. Additionally, we’ll take a closer look at specific categories, such as electrical machinery and construction equipment, and discuss the risks associated with parts categories that have seen substantial price increases. As we navigate through these complex dynamics, Max discusses the uncertainty surrounding future tariff policies and their impact on business certainty. Join us as we analyze these key factors shaping the machinery market and provide insights into what lies ahead for businesses and consumers alike. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guest: Maxwell Clarke Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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PMI in Focus: Economic Signals in the Middle East and Asia
09/13/2025
PMI in Focus: Economic Signals in the Middle East and Asia
In this episode of The Decisive Podcast from S&P Global Market Intelligence, host , alongside economists and , parses the latest findings from the Purchasing Managers' Indices (PMIs) across various regions. The discussion highlights a positive trend in global business activity for August 2025, with strong growth in both the services and manufacturing sectors. The panelists also address challenges such as export weaknesses and subdued business confidence, particularly influenced by US tariffs. Focusing on the Middle East and North Africa, David provides insights into the slowdown in demand momentum in the UAE, attributed to regional tensions and competitive pressures. Usamah shares updates on the newly launched Pakistan Manufacturing PMI, noting a gradual slowdown in operating conditions and the impact of recent flooding on the manufacturing sector. Listeners will gain valuable perspectives on economic trends, sector-specific performances, and the implications of tariff policies on global trade. Tune in for an informative session that offers a comprehensive overview of the current economic landscape as we approach the end of 2025. Don't forget to subscribe for more insights and analysis from The Decisive Podcast! More S&P Global Market Intelligence Content: Credits: Host: Andrew Harker Guests: Usamah Bhatti, David Owen Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Inflation Dynamics in an Uncertain World
09/06/2025
Inflation Dynamics in an Uncertain World
In this episode of The Decisive Podcast, host Kristen Hallam is joined by , Vice President of Global Economics at S&P Global Market Intelligence, to explore the pressing issue of inflation in today's economic landscape. As economies worldwide grapple with the aftermath of various shocks—including the COVID-19 pandemic and geopolitical conflicts—rising prices remain a critical concern for consumers, businesses, and policymakers alike. Speaking in a June interview, Ken provides an insightful overview of current global inflation trends, highlighting key factors driving these changes, such as supply chain disruptions, commodity prices, and trade policies. The discussion delves into the distinctions between core and headline inflation, emphasizing the importance of monitoring both to understand underlying inflation dynamics. Listeners will gain valuable insights into how recent trade policies, particularly tariffs, are influencing inflation rates and consumer behavior in the U.S. and beyond. Ken also discusses the implications of fluctuating commodity prices and how they affect inflation forecasts, household real income, and consumer spending. As the conversation unfolds, Kristen and Ken examine the potential responses of central banks to evolving inflation trends and the broader economic implications for businesses and consumers. Tune in for a comprehensive analysis that empowers you to navigate the complexities of inflation in today's uncertain economic environment. Don't forget to subscribe for more insights and analysis from The Decisive Podcast! More S&P Global Market Intelligence Content: Credits: Hosts: Kristen Hallam Guests: Ken Wattret Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Zombies at Sea and Other Deceptive Shipping Practices: Maritime State of Play
08/30/2025
Zombies at Sea and Other Deceptive Shipping Practices: Maritime State of Play
In this episode of The Decisive podcast, host Kristen Hallam engages with Jeremy Domballe, Product Director of Maritime Intelligence and Risk, to explore the complex world of deceptive shipping practices as highlighted in the latest Maritime State of Play report. The discussion explores the rise of "zombie ships"—vessels that assume the identities of decommissioned ships—and the technological vulnerabilities that facilitate such deceptions. Listeners will learn how geopolitical tensions, particularly regarding sanctions on oil from countries like Russia, Iran and Venezuela, drive these deceptive tactics and complicate compliance efforts for regulatory bodies. Jeremy shares compelling case studies, illustrating the intricate maneuvers of vessels operating in regions such as the Caribbean and Malaysian waters. With a focus on the challenges faced by regulatory authorities in validating maritime data, this episode underscores the importance of vigilance and robust intelligence in combating increasingly sophisticated deceptive practices. Tune in for a thought-provoking conversation that sheds light on the evolving landscape of maritime compliance and risk. Links to the full report and additional resources on fraudulent flags are provided in the episode description for those interested in further exploration. More S&P Global Market Intelligence Content: Credits: Hosts: Kristen Hallam Guest: Jeremy Domballe Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Searching for Value Amid Uncertainty: A Sneak Peek at Inland 25
08/23/2025
Searching for Value Amid Uncertainty: A Sneak Peek at Inland 25
In this episode of The Decisive Podcast, host Kristen Hallam covers the upcoming Inland Distribution Conference, also known as Inland25, scheduled to take place in Chicago starting September 29th. Joined by Eric Johnson, Senior Editor at the Journal of Commerce from S&P Global, they explore the significance of this event for shippers, logistics companies, and other stakeholders in the industry. The conversation highlights the conference's theme, "Searching for Value Amid Uncertainty," reflecting the current economic climate and its impact on the logistics sector. Eric shares insights on navigating complexities in cross-border logistics between the U.S., Canada, and Mexico, especially in light of recent trade policy changes and the impending renegotiation of the USMCA agreement. Listeners will also gain valuable perspectives on how technology is transforming the logistics landscape, including discussions on appointment scheduling, automation, and the role of data in decision-making. As they look ahead to the challenges and opportunities in the freight market, Eric emphasizes the importance of building resilient teams in an increasingly complex environment. Whether you're a seasoned industry professional or new to logistics, this episode offers essential insights and a preview of what to expect at Inland25. Don't miss the opportunity to learn about the latest trends and strategies that can drive business value in today's uncertain landscape. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Eric Johnson Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Wired Together: ASEAN Economies and Electronics
08/16/2025
Wired Together: ASEAN Economies and Electronics
In this episode of The Decisive Podcast, guest host , Principal Economist on the Pricing and Purchasing team, dives deep into the implications of the modified country-specific tariffs imposed by the U.S. on ASEAN economies. Joined by expert guests , Economics Associate Director in Singapore, and Yan Hoong, Lead Electronics Economist in Kuala Lumpur, the discussion explores how these tariffs are reshaping trade dynamics within the ASEAN region and the global electronics supply chain. Listeners will gain insights into how ASEAN countries are responding to the U.S. tariffs, the current state of the electronics sector, and the strategies firms can adopt to build resilience in their supply chains. The episode also addresses the complexities of the global semiconductor market, highlighting demand shifts and pricing pressures that are influencing the future of electronics manufacturing. As the region grapples with new trade realities, the podcast offers a comprehensive analysis of the challenges and opportunities that lie ahead for ASEAN economies and their pivotal roles in global trade networks. Tune in for valuable insights that empower confident decision-making in a rapidly changing landscape. More S&P Global Market Intelligence Content: Credits: Hosts: Tommy McCartin Guests: Ashima Tyagi, Yan Hoong Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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A Mid-Year Check-In on the Global Economy
08/09/2025
A Mid-Year Check-In on the Global Economy
In this episode of The Decisive Podcast, host Kristen Hallam introduces a team of S&P Global economists to discuss the latest analysis and predictions for the global economy as we move into the latter half of 2025. Taken from a recent webinar, the discussion delves into key macroeconomic themes, including the ongoing uncertainty surrounding trade policies, divergent inflation dynamics, and the impact of fiscal sustainability on major economies. Listeners will gain valuable insights into the expected moderation of U.S. growth, the struggles of Europe's largest economies, and the resilience of mainland China's economy. The episode highlights the significant role tariffs play in shaping inflation and economic slowdown, as well as the varying monetary policies between the U.S. and Europe. Join us as we explore the intricate connections between geopolitical developments, trade dynamics, and economic performance in various regions, all while addressing the looming risks and opportunities that lie ahead. Whether you’re a seasoned economist or just curious about the state of the global economy, this episode provides essential analysis to empower confident decision-making. More S&P Global Market Intelligence Content: Credits: Hosts: Kristen Hallam, Guests: , , Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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PMI in Focus: Inflation Insights and Expectations for 2026
07/19/2025
PMI in Focus: Inflation Insights and Expectations for 2026
In this episode of The Decisive Podcast, S&P Global Market Intelligence's team of Purchasing Managers' Index economists decodes inflation, highlighting the stark differences between the US and Eurozone. Join host and fellow economists and as they explore the underlying factors driving these trends, including tariffs and exchange rate movements. The team analyzes the latest PMI numbers from Germany and discuss how inflation expectations shape price pressures and client behavior, using Ghana as a compelling case study. The economists also look for clues into what firms worldwide are planning for the upcoming year in our Business Outlook data. The discussion features special questions regarding the impact of tariffs, focusing on Germany, the US, and Ireland, where these effects are expected to be significant. As they wrap up, they consider investment and employment strategies amid an uncertain economic landscape. Tune in for a comprehensive look at the forces shaping our global economy and what they mean for businesses moving forward. More S&P Global Market Intelligence Content: Credits: Host: Paul Smith Guests: Andrew Harker, Phil Smith Produced By: Sophie Carr Edited By: Marz Marcello Published With Assistance From: Feranmi Adeoshun
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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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