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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Logistics Finds a Way: Lessons in Supply Chain Resilience
03/28/2026
Logistics Finds a Way: Lessons in Supply Chain Resilience
In our last episode of Season 5, host Kristen Hallam sits down with Chris Rogers, S&P Global Market Intelligence's head of supply chain research, to analyze the moments when supply chains gets stressed—and the playbooks that keep goods moving anyway. From ongoing Red Sea security disruptions that forced ocean carriers to reroute around the Cape of Good Hope, reshaping transit times, capacity, and cost, to the more everyday shocks that ripple through transportation networks, this episode explores what resilience looks like when it’s operational—not aspirational. Chris discusses how leading supply chain teams respond under pressure with creative routing, smarter inventory positioning, and faster decision cycles, and why resilience today is less about a single “backup plan” and more about building options: diversified sourcing, flexible modes, and contracts designed for uncertainty. Along the way, we translate hard-won lessons into practical best practices—how to stress-test logistics networks, where agility creates the most value, and how resilient organizations balance service, cost, and risk without overcorrecting. More S&P Global Market Intelligence Content: to subscribe to our Supply Chain Essentials newsletter. to learn more about Breakbulk26 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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Critical Minerals at a Crossroads: Navigating Supply, Demand, and Geopolitics
03/21/2026
Critical Minerals at a Crossroads: Navigating Supply, Demand, and Geopolitics
As the global transition to clean energy, advanced technology, and artificial intelligence accelerates, the demand for critical minerals—including copper, lithium, and rare earth elements—is reshaping supply chains and intensifying geopolitical competition. In this episode of The Decisive Podcast, host Kristen Hallam leads a discussion with S&P Global Market Intelligence experts to examine the evolving landscape of critical minerals. The panel explores how changing definitions, trade flows, and strategic stockpiling are influencing both businesses and governments worldwide. Senior Supply Chain Analyst Eric Oak discusses the complexities of critical mineral classifications and shifting global trade patterns. Senior Economist Jason Kaplan provides insight into the tightening supply-demand balance for copper, price volatility, and procurement strategies. Carla Selman, Head of Latin America Country Risk, analyzes Latin America’s strategic role in the minerals sector and the impact of regional politics and alliances with the US and China. Economist David Vagenknecht offers a European perspective, focusing on the EU’s ambitions for strategic autonomy, challenges in domestic processing, and the balance between environmental leadership and resource security. This episode delivers actionable insights for business leaders, investors, and policymakers on building resilient supply chains, anticipating market shifts, and navigating the geopolitical dynamics shaping the future of critical minerals. More S&P Global Market Intelligence Content: to subscribe to our Supply Chain Essentials newsletter. For S&P Global subscribers (login required): (full report) Credits: Host: Guests: , Jason Kaplan, , 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: Turning Timely Economic Signals Into Strategy
03/14/2026
PMI in Focus: Turning Timely Economic Signals Into Strategy
In this episode of The Decisive Podcast from S&P Global Market Intelligence, host Paul Smith, Economics Director, is joined by fellow economists Sian Jones and Andrew Harker to unpack the role of Purchasing Managers’ Indices (PMI) in tracking economic trends across more than 40 countries and multiple sectors. They explore how PMI data offers a timely alternative to official statistics, helping organizations monitor conditions in output, prices, inventories, and supply chains when events are moving quickly. The discussion looks at how PMI data is used to understand the impact of major global developments—such as conflict in the Middle East—on shipping, energy costs, input prices, and supply shortages, including through specialized tools like comment trackers and commodity price indices. It also highlights how combining PMI with Comparative Industry Service (CIS) sector forecasts supports corporate teams in setting sales expectations, identifying investment opportunities, and aligning near-term signals with 20‑year outlooks for production, profits, sales, and capex. Whether you’re in strategy, risk, or operations, this episode shows how PMI and CIS insights can help you navigate uncertainty, assess resiliency, and make more informed decisions about demand, output, and supply chain performance. More S&P Global Market Intelligence Content: to access our Debrief on the US-Iran Conflict Escalation webinar to subscribe to our Geopolitical and Economic Risk Monthly newsletter For S&P Global subscribers (login required): Credits: Host: Guests: , Produced By: Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Cooling, Not Crashing: Analyzing the US Labor Market
03/07/2026
Cooling, Not Crashing: Analyzing the US Labor Market
The US labor market is no longer running hot — but it isn’t freezing up, either. In this episode of The Decisive, S&P Global Market Intelligence economist Juan Turcios unpacks what a “softening” labor market really looks like in late 2025 and into 2026, and why the headline numbers don’t tell the whole story. We dig into the sharp slowdown in payroll growth since the post-pandemic boom, the steady rise in the unemployment rate from its 2023 cyclical low, and the increasing concentration of job gains in a handful of sectors — especially healthcare. Juan also explores what’s happening beneath the surface: a cooling appetite to hire, fewer workers quitting, and companies trying to get more output from the employees they already have. Our economist also examines the supply-side forces reshaping the workforce, including slower labor force growth tied to immigration policy shifts and the longer-run drag from an aging population — trends that are changing participation rates and influencing where jobs are being created. Finally, we look ahead to what this means for productivity, real wages, and the broader US growth outlook, while addressing a critical wild card: growing concerns about the reliability of monthly labor data as survey response rates decline. Listen now to gain insights that could impact your business decisions and strategy. More S&P Global Market Intelligence Content: to subscribe to our Geopolitical and Economic Risk Monthly newsletter. For S&P Global subscribers (login required): Credits: Host: Guest: Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Ballots and Balance: Asia's Shifting Political Map
02/28/2026
Ballots and Balance: Asia's Shifting Political Map
A wave of landmark elections across Japan, Thailand, and Bangladesh is reshaping the political map of Asia—and creating new signals for investors, multinationals, and supply-chain decision-makers. In this episode, we break down what the results mean for regional security, economic strategy, and the business operating environment over the next 12–24 months. We start in Japan, where Prime Minister Sanai Takaichi’s LDP delivers a sweeping lower-house win, strengthening policy stability while enabling more ambitious moves on defense spending, industrial policy, and potential constitutional change. The discussion explores how Tokyo’s deeper alignment with the US on security could influence corporate risk planning, advanced manufacturing, and strategic technology investment. Next, we turn to Thailand, where Anutin Charnvirakul’s Bhumjaithai Party emerges as the dominant force and is positioned to lead a coalition government. We examine the implications for border tensions with Cambodia, the role of the military and establishment politics, and how continued cost-of-living measures, debt relief, regulatory simplification, and public-private partnerships could reshape opportunities for SMEs, retailers, and large infrastructure players. Finally, in Bangladesh, a decisive BNP win and a reform agenda centered on deregulation and digitization raise questions about implementation capacity, investor confidence, and the direction of foreign policy. We close with what this could mean for key sectors including garments, energy, and pharmaceuticals, and how political dynamics with the opposition may affect the pace of reform. Listen now to learn how these geopolitical developments could impact your business. More S&P Global Market Intelligence Content: to subscribe to our Geopolitical and Economic Risk Monthly newsletter. For S&P Global subscribers (login required): Credits: Host: Guests: Jeffery McElroy, Aiman Othman, Smrithi Premjeet Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Resilience in the Global Economy: Growth Amid Volatility
02/21/2026
Resilience in the Global Economy: Growth Amid Volatility
In this episode of The Decisive, Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, assesses the global macroeconomic landscape, highlighting that the world economy is proving more resilient than markets might suggest, even as volatility remains elevated. Ken unpacks how geopolitical flashpoints and trade-policy uncertainty are rippling through financial and commodity markets—often with sharper price action than real-economy fallout so far—while underscoring that further disruptions, higher tariffs, or supply shocks could still dent global growth. The latest Purchasing Managers' Index data, which indicate continued expansion across manufacturing and services—supporting a constructive baseline for 2026—while highlighting key downside risks: asset-price corrections, rising sovereign yields, escalating trade frictions, and softening labor-market conditions that could undermine growth if volatility intensifies. Listen now for a thought-provoking discussion of the factors at play in the global economic outlook. More S&P Global Market Intelligence Content: For S&P Global subscribers (login required): Credits: Host: Kristen Hallam Guest: Ken Wattret Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Mapping Geopolitical Volatility: Global Impacts From Venezuela and Iran
02/14/2026
Mapping Geopolitical Volatility: Global Impacts From Venezuela and Iran
In this episode, taken from a Feb. 4 client webinar, host Kristen Hallam, along with experts John Raines, Jack Kennedy, and Jeffery McElroy, dive into the complexities of geopolitical volatility around the globe. As tensions rise over Iran's nuclear ambitions and the U.S. military strategy, the discussion explores potential pathways to escalation and their global implications. Discover how military and diplomatic maneuvers could impact critical sectors like energy and infrastructure, with disruptions potentially affecting global oil prices and economic stability. The conversation also extends to Latin America and the strategic interests of mainland China, examining how shifts in U.S. policy influence regional security and economic partnerships. Join us for an insightful analysis of the geopolitical landscape, offering valuable perspectives for businesses and policymakers navigating these turbulent times. Subscribe now to stay informed with The Decisive—your source for empowering decision-making in an uncertain world. More S&P Global Market Intelligence Content: to subscribe to our Geopolitical and Economic Risk Monthly newsletter. For S&P Global subscribers (login required): Credits: Host: Guests: , , Jeffery McElroy Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Agentic AI Gives Data a Voice in Supply Chain Management
02/07/2026
Agentic AI Gives Data a Voice in Supply Chain Management
Agentic AI can move supply chains from reactive “triage” to smarter, faster decision-making. In this episode of The Decisive, S&P Global Market Intelligence's Brendan Neary joins host Kristen Hallam to unpack today’s biggest supply-chain pain points—volatility, complexity, and constant disruption driven by forces like weather, policy shifts, and geopolitics—and why risk mitigation has become a daily mandate for procurement and supply-chain leaders. You’ll hear how agentic AI—autonomous systems powered by large language models—can help teams connect disparate data, reason through scenarios, and take action with minimal supervision, turning raw information into practical workflows and recommendations. The conversation dives into data-driven procurement and sourcing, including how organizations can use intelligence to benchmark negotiations, identify alternate suppliers, and assess country and credit risk—while addressing the real-world deployment hurdles of data quality, interoperability, and making insights truly consumable for decision-makers. Listen now to gain insight into how agentic AI can transform supply chain management. to register for TPM26, the world's largest container shipping conference. More S&P Global Market Intelligence Content: For S&P Global subscribers (login required): 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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Stablecoin Adoption: The Next Wave
01/31/2026
Stablecoin Adoption: The Next Wave
Stablecoins are designed to keep a steady value—by pegging to a reserve asset like the US dollar—while delivering the speed and lower cost of blockchain-based payments. In this episode of The Decisive, S&P Global Market Intelligence economist Robert Matthee unpacks how stablecoins work, why their market has surged to an estimated $300 billion, and what’s driving forecasts that the space could expand dramatically in the coming years. Robert and host Kristen hallam dig into what’s powering adoption: demand for cheaper cross-border transfers, growing use by major issuers, and the impact of clearer regulation—including the US GENIUS Act—on mainstream acceptance. We also look at stablecoins through the lens of emerging markets, especially sub-Saharan Africa, where FX shortages, inflation, and friction-filled payment rails have made “digital hard currency” an appealing alternative for households and businesses. The episode also explores the tradeoffs—how widespread stablecoin use could accelerate currency substitution, weaken domestic monetary policy, and pressure local banks by pulling deposits out of the traditional system. Finally, we close with what could come next—from continued growth in dollar-backed coins to new experiments, including stablecoins backed by assets like gold. Listen now to gain insights on the future of stablecoin adoption. More S&P Global Market Intelligence Content: For S&P Global subscribers (login required): Credits: Host: Kristen Hallam Guest: Robert Matthee Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Federal Reserve in Focus: Rates, Risks, and the Road Ahead
01/24/2026
Federal Reserve in Focus: Rates, Risks, and the Road Ahead
The US Federal Reserve is always in the spotlight, and that spotlight is brighter than ever in 2026. In this episode of The Decisive, economist , our resident Fed expert at S&P Global Market Intelligence, breaks down why the central bank is widely expected to keep interest rates steady at its January meeting, and what “sticky” inflation could mean for the first part of the year. We also examine the leadership uncertainty ahead of Jerome Powell’s term as Fed chair ending in May, including how a US Justice Department investigation could complicate the transition—without necessarily changing the Fed’s data-driven approach to monetary policy. The episode offers a quick refresher on the Fed’s dual mandate, the key indicators policymakers watch, and how disruptions—such as last year’s government shutdown—can impact the data flow the Federal Open Market Committee (FOMC) relies on when setting rates. Listen now to learn more about what our Fed expert is watching in January and beyond, and gain insights to guide your business decisions in the year ahead. More S&P Global Market Intelligence Content: For S&P Global subscribers (login required): Credits: Host: Kristen Hallam Guest: Lawrence Nelson Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Taking Costs Out, Putting Value In: Shipping Strategies in Focus at TPM26
01/17/2026
Taking Costs Out, Putting Value In: Shipping Strategies in Focus at TPM26
As global trade faces unprecedented disruption, shippers must rethink everything from cost containment to risk management. In this episode of the Decisive Podcast, host sits down with , Vice President for Maritime & Trade at S&P Global Market Intelligence and TPM Conference founder, to break down the theme of TPM26: “Taking Costs Out, Putting Value In.” Together, they explore the far-reaching impacts of U.S. tariff policies, evolving supply chain strategies, and the role of technology in managing costs. Peter shares vital insights on balancing freight rates with service reliability, current best practices for shippers, and what to expect from this year’s TPM Conference—including highlights on macroeconomic trends, industry consolidation, and the current dynamics of global shipping. Whether you’re a shipper, carrier, supply chain manager, or simply curious about the forces shaping global trade, this episode will help you navigate industry trends and challenges. Tune in for an inside look at the biggest topics captivating the container shipping industry in 2026. to register for TPM26, the world's largest container shipping conference. More S&P Global Market Intelligence Content: For S&P Global subscribers (login required): Credits: Host: Kristen Hallam Guest: Peter Tirschwell Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Fiscal Fragilities in the Global Economy
01/10/2026
Fiscal Fragilities in the Global Economy
In this episode of The Decisive Podcast, host Kristen Hallam engages in an insightful discussion with Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, about the critical yet often overlooked topic of public debt. Kristen and Ken explore the significant rise in public sector debt-to-GDP ratios since the mid-2000s, driven by adverse economic shocks, including the 2008 financial crisis and the COVID-19 pandemic. Ken explains the persistent challenges of high government budget deficits, the political reluctance to implement fiscal changes, and the implications of rising sovereign yields on economic growth. Ken discusses how these fiscal fragilities impact businesses and consumers, the potential for crowding out private sector investment, and the risks of triggering another economic shock. Listen now for a thought-provoking conversation that highlights the complexities of fiscal policy in today’s economic landscape. More S&P Global Market Intelligence Content: For S&P Global subscribers (login required): Credits: Host: Kristen Hallam Guest: Ken Wattret Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Top 10 Insights Shaping the 2026 Economic Outlook
12/13/2025
Top 10 Insights Shaping the 2026 Economic Outlook
In our final episode of 2025, host Kristen Hallam is joined by S&P Global Market Intelligence economists Ken Wattret, Ben Herzon, Hanna Luchnikava-Schorsch, and Thea Fourie to unveil the top 10 economic insights shaping the outlook for 2026. Discover how moderating inflation, shifting fiscal policies, and global trade dynamics are creating a delicate balance of tailwinds and headwinds across major economies. From the US avoiding recession and Western Europe’s subdued growth, to China’s pivot to domestic demand and India’s resilience amid tariffs, this episode delivers actionable perspectives on emerging trends, risks, and opportunities. Understand the potential impact of artificial intelligence, evolving monetary policies, currency shifts, and the state of sovereign debt—essential listening for anyone navigating the year ahead. 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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It's Beginning to Look a Lot Like... the Economic Outlook for US Consumer Spending
12/06/2025
It's Beginning to Look a Lot Like... the Economic Outlook for US Consumer Spending
In this episode of The Decisive Podcast, host Kristen Hallam dives into the intricacies of U.S. consumer spending as the holiday season approaches. Joined by Michael Zdinak, Ph.D., a director in S&P Global's U.S. economics team, Kristen explores the current economic landscape following a recent government shutdown and its impact on vital economic data. Kristen and Michael discuss the resilience of consumer spending—despite low consumer sentiment—highlighting the factors driving spending behaviors among different income groups. They analyze retail sales trends, the significance of Black Friday, and the growing share of online shopping in holiday sales. Listeners will gain insights into inflation's effects on purchasing power and the expected growth in holiday sales, alongside a nuanced understanding of how consumers are navigating their financial realities this season. Tune in for a comprehensive overview of the U.S. economy as we head into the holidays. 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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Optimism and Uncertainty: The 2026 US Economic Outlook
11/29/2025
Optimism and Uncertainty: The 2026 US Economic Outlook
In this episode of the Decisive Podcast, host Kristen Hallam engages with economists from S&P Global Market Intelligence to unpack the U.S. economic outlook for 2026. The discussion explores key themes influencing growth, including the economic impact of artificial intelligence, evolving labor market dynamics, and the ongoing effects of tariffs on inflation and investment. Listeners will gain insights into the team's optimistic projections for 2026, driven by reduced policy uncertainty and consumer spending bolstered by recent tax cuts. The economists also address potential headwinds to growth, such as high borrowing costs and the implications of a government shutdown on economic performance. As the Federal Reserve navigates these challenges, the discussion explores monetary policy decisions, including expectations for rate cuts and the anticipated adjustments in response to inflationary pressures. With expert analysis and forward-looking perspectives, this episode equips listeners with the knowledge to make informed decisions in a complex economic landscape. More S&P Global Market Intelligence Content: For S&P Global subscribers (login required): Credits: Host: Kristen Hallam Guests: Ben Herzon, Patrick Newport, Michael Zdinak, Lawrence Nelson Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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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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