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.
info_outline
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
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/36097820
info_outline
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
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/36097800
info_outline
Trade Tensions: How the EU Could Respond to U.S. Tariffs
04/12/2025
Trade Tensions: How the EU Could Respond to U.S. Tariffs
In this episode of The Decisive podcast, host Kristen Hallam engages in an insightful discussion with S&P Global Market Intelligence experts Shuchita Shukla and Dijedon Imeri about the implications of potential U.S. tariffs on the European Union's economy. Recorded shortly after significant tariff announcements by the US government, the episode delves into how these measures could reshape trade dynamics, impact growth forecasts, and influence the EU's decision-making process. The conversation also explores historical context, comparing current challenges to past trade disputes during President Donald Trump's first administration, and highlights the varying vulnerabilities of EU member states. Listeners will gain an understanding of the potential retaliatory strategies the EU might employ, the broader economic ramifications of heightened trade tensions, and the future of European integration in light of these developments. Tune in for a rich analysis of the intersection between global trade and the European economy. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Shuchita Shukla, Dijedon Imeri Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/36097520
info_outline
Global Macroeconomic Themes: Navigating Policy Changes in a Dynamic World
04/05/2025
Global Macroeconomic Themes: Navigating Policy Changes in a Dynamic World
The episode of The Decisive, taken from a March 20 webinar, features insights from experts including , , , , , and The panel of economists discusses evolving economic and trade policies and their implications across various regions. Listeners gain a comprehensive understanding of the current economic policies in the U.S., Canada, Mexico, Germany, the European Union, China and India, particularly the impact of tariffs on GDP growth, inflation and monetary policy. Our experts explore the interconnectedness of global economies, the risks posed by trade uncertainties, and the strategic responses from various nations, making it an essential listen for anyone interested in understanding the current macroeconomic environment. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Ken Wattret, Ben Herzon, Arlene Kish, Nicolas Suarez, Timo Klein, Hanna Luchnikava-Schorsch Produced By: Debbie Taylor, Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/35860330
info_outline
Hot Topics in Shipping and Supply Chains: Tariffs, Taxes and More
03/29/2025
Hot Topics in Shipping and Supply Chains: Tariffs, Taxes and More
In this episode of The Decisive Podcast, host Kristen Hallam discusses the hot topics from the recent Transpacific Maritime, or TPM, conference with Mark Szakonyi, executive editor of The Journal of Commerce, and Chris Rogers, head of supply chain research at S&P Global Market Intelligence. Mark and Chris provide insights on the effects of proposals by the US government such as tariffs, the innovative Gemini shipping model, and what to expect at the upcoming Breakbulk conference, which like TPM is organized by The Journal of Commerce. Learn more about the critical issues shaping global supply chains and gain valuable perspectives to help you navigate this evolving landscape. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Mark Szakonyi, Chris Rogers Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/35860310
info_outline
PMI in Focus: Navigating Uncertainty in Trade and Tariffs
03/22/2025
PMI in Focus: Navigating Uncertainty in Trade and Tariffs
In this episode of the Decisive Podcast, host , alongside economists Andrew Harker and Joe Hayes, reveals the latest trends and insights from the Purchasing Managers' Index (PMI) data, with a particular focus on the impact of tariffs on global manufacturing. The economists highlight the contrasting performance of the U.S., Canadian, and Mexican manufacturing sectors, exploring how tariffs have influenced export orders, input prices, and overall business sentiment. With timely analysis and unique qualitative insights from PMI survey responses, this episode offers valuable perspectives for anyone interested in the dynamics of global trade and manufacturing. More S&P Global Market Intelligence Content: Credits: Host: Paul Smith Guests: Andrew Harker Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/35670195
info_outline
Global Security Hotspots: Impacts on Marine Cargo
03/15/2025
Global Security Hotspots: Impacts on Marine Cargo
In this episode, host Kristen Hallam dives into the complexities of global security hotspots and their profound effects on marine cargo with expert insights from , Head of Global Cargo Risk at S&P Global Market Intelligence. Kristen and Columb explore the repercussions of geopolitical conflicts, including the Russia-Ukraine war and its impact on Black Sea trade dynamics, as well as the challenges posed by Middle East conflicts and Houthi threats to maritime security. Discover how these tensions influence marine war insurance and the broader shipping industry. Gain valuable foresight into future forecasts for cargo risk and key developments in international shipping and trade. Whether you're an industry professional or simply curious about global trade dynamics, this episode provides perspective on the current maritime landscape. Listen now. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Columb Strack Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/35670135
info_outline
Takeaways from TPM25: Tariffs, trade and geopolitical risks for shippers and carriers
03/08/2025
Takeaways from TPM25: Tariffs, trade and geopolitical risks for shippers and carriers
In this episode of the Decisive Podcast, host Kristen Hallam leads a discussion of key takeaways from TPM25, the world's largest container shipping converence, which recently took place in Long Beach, Calif. Kristen interviews S&P Global Market Intelligence's , Vice President and Head of Insights and Analysis, and , Head of Middle East North Africa Country Risk, who each spoke at the conference this year. Natznet shares highlights of her interview with former UN Ambassador and National Security Adviser John Bolton. Jack walks through our outlook on the Red Sea and geopolitical risks in the region. Listen now to learn more about the geopolitical risks facing international supply chains. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Natznet Tesfay, Jack A. Kennedy Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/35563410
info_outline
Economic Angst: Canada's Faceoff on Trade
03/01/2025
Economic Angst: Canada's Faceoff on Trade
In this episode of the Decisive Podcast, host Kristen Hallam interviews Economics Director Arlene Kish about the outlook for the Canadian economy and the potential impact of US tariffs and reciprocal Canadian tariffs. Should you stock up on maple syrup? Which industries could be most impacted? How is domestic political uncertainty affecting business investment and other aspects of the economy? "Expect the unexpected," Kish says. Listen now to learn more. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Arlene Kish Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Thomas Bradley
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/35465390
info_outline
Navigating Sanctions: Insights on Trade Compliance
02/22/2025
Navigating Sanctions: Insights on Trade Compliance
In this episode of the Decisive Podcast, host Kristen Hallam interviews Byron McKinney, Product Management Director for S&P Global's Trade Compliance Solutions. As they explore the complexities of sanctions and trade compliance, listeners will gain valuable insights into the latest developments affecting international business. Recorded in anticipation of the upcoming S&P Global Market Intelligence Sanctions and Export Control User Group Seminar, this episode addresses current challenges in sanctions and export control, the classification of high-priority goods, and the impact of sanctions evasion techniques. Byron also discusses what the future may hold for sanctions against Russia and how emerging technologies may influence export controls. Listen now to enhance your understanding of sanctions and trade compliance. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Byron McKinney Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/35270105
info_outline
Trump's first 100 days: Outlook and potential impact
02/15/2025
Trump's first 100 days: Outlook and potential impact
What key priorities will the new administration and a Republican-majority Congress emphasize as President Donald Trump embarks on his first 100 days in office? How will these initiatives shape the US economic landscape and influence the operational environment? Our experts will offer insights on tariffs, trade, the US economy, metals markets, immigration and foreign relations among other issues that are front-of-mind since Trump began his second term. Listen now. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: John Raines, Amanda Eglinton, Ben Herzon Produced By: Kristen Hallam, Debbie Taylor Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/35270055
info_outline
Under Construction: Industry Outlook and Themes for 2025
02/08/2025
Under Construction: Industry Outlook and Themes for 2025
In this episode of our podcast, taken from our January 2025 webinar, we dive into the latest trends and insights from the global construction industry. Our experts share their perspectives on the current state of the market and the outlook for the coming year. They discuss how our economic forecasts inform our views of the industry and highlight key themes to watch within each region. Listen now. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Jeannine Cataldi, Neo Sibiya, Shing Tyan Lee, Amandeep Bahra Produced By: Kristen Hallam, Debbie Taylor Edited By: Marz Marcello, Patrick Moroney Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/35196790
info_outline
Elusive Alliances: Russia, Ukraine, NATO and Trump
02/01/2025
Elusive Alliances: Russia, Ukraine, NATO and Trump
As the third anniversary of the Russia-Ukraine conflict approaches, The Decisive podcast delves into the current outlook for the war and its implications for global security. For this discussion, host Kristen Hallam is joined by two experts, Blanka Calnan, Head of European Country Risk, and John Raines, Head of North America Country Risk. They explore President Donald Trump's approach to NATO, particularly in light of the changes that have occurred since the onset of the Ukraine war. Listen now for expert insights into these critical geopolitical issues. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Blanka Calnan, John Raines Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/34997480
info_outline
Global macroeconomic insights: The US and Mainland China
01/25/2025
Global macroeconomic insights: The US and Mainland China
In this episode of the The Decisive podcast, taken from our Jan. 21 client webinar, , Vice President of Global Economics at S&P Global Market Intelligence, leads an insightful discussion of the macroeconomic landscape for 2025. Ken's conversation with and focuses on the potential impacts of the new US administration's policies on the economy. Various factors are influencing economic forecasts, including trade tariffs, consumer spending — and heightened uncertainty. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Ken Wattret, Ben Herzon, Yating Xu Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Debbie Taylor, Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/34881265
info_outline
Buyers Beware of Potential Tariff Troubles
01/18/2025
Buyers Beware of Potential Tariff Troubles
In this episode of The Decisive, Emily Crowley, head of the Pricing and Purchasing team at S&P Global Market Intelligence, analyzes the potential impacts of proposed changes in tariffs and immigration policy in President Donald Trump's second term. This is an excerpt from a Dec. 11, 2024, webinar. Listen now for insights in how these changes could impact your procurement activities. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guest: Emily Crowley Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Debbie Taylor, Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/34484940
info_outline
Trade and Immigration in Trump's Second Era
01/11/2025
Trade and Immigration in Trump's Second Era
In this episode of the Decisive Podcast, we delve into the pivotal trade and immigration policies of President-elect Donald Trump as he prepares for his inauguration on January 20th. Join host Kristen Hallam and Head of North American Country Risk as we explore the implications of these policies on US-Canada and US-Mexico relations, the potential economic impacts of proposed tariffs, and possible legal challenges surrounding both trade and immigration strategies. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guest: John Raines Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/34484920
info_outline
Top 10 Economic Insights for 2025
01/04/2025
Top 10 Economic Insights for 2025
Economic angst is one of our four key themes for 2025. The anchors around the global economy — low inflation, low interest rates, international cooperation and frictionless trade — have become unmoored. This adds uncertainty to the outlook for growth in 2025 and beyond. In this episode, S&P Global Market Intelligence economists including Ken Wattret, Chris Williamson, Ben Herzon, and Hanna Luchnikava-Schorsch reveal our top 10 insights for the year ahead. They explore the implications of inflation and interest rates, the challenges facing major economies like mainland China and the eurozone, and the impact of trade policies on growth. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Ken Wattret, Chris Williamson, Ben Herzon, and Hanna Luchnikava-Schorsch Produced By: Kristen Hallam, Debbie Taylor Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/34318595
info_outline
Power plays: Themes for 2025
12/21/2024
Power plays: Themes for 2025
The interplay of geopolitical rivalries, economic shifts and evolving trade dynamics will define a conflicted global landscape over 2025. In our last episode of 2024, we explore four key themes shaping this environment: economic angst, domestic discontent, elusive alliances, and trade troubles. These capture the fragility of global economic growth, the rise of unstable coalitions, the evolving nature of external alliances, and the intricacies of trade barriers and tariffs. Strategic adaptability will determine resilience as stakeholders navigate these multifaceted challenges, balancing national interests with global cooperation to achieve stability and growth. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Laurence Allan, Jack Kennedy, Thea Fourie, Eric Oak Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Debbie Taylor, Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/34181150
info_outline
2024 in Review: Supply Chain Resilience, Resource Security and Logistics Rewired
12/14/2024
2024 in Review: Supply Chain Resilience, Resource Security and Logistics Rewired
As we approach 2025, we are reflecting on our key themes for 2024. In this episode, we’re revisiting some key moments and insights from our previous episodes on the themes of supply chain resilience, resource security, and logistics rewired. This wraps up our 2024 in review series. Next week's episode will focus on our big themes for 2025. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Chris Rogers, Paul Smith, Andrew Harker, Jenny Paurys, Sophie Malin, John Anton, Anna Rybicka, Agnieszka Maciejewska, Turloch Mooney, Peter Tirschwell Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/34181125
info_outline
2024 in Review: Economic Fault Lines
12/07/2024
2024 in Review: Economic Fault Lines
As we approach 2025, we are reflecting on our key themes for 2024. In this episode, we’re revisiting some key moments and insights from our previous episodes on the theme of economic fault lines. We reflect on how regional divergence in inflation rates and monetary policy is exposing economic fault lines around the globe. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Ken Wattret, Paul Smith, Hanna Luchnikava-Schorsch, Ben Herzon, Michael Zdinak, Emily Crowley, Shuchita Shukla, Lawrence Nelson Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/34113246
info_outline
2024 in Review: Geopolitical Reordering
11/30/2024
2024 in Review: Geopolitical Reordering
As we approach 2025, we are reflecting on our key themes for 2024. In this episode, we revisit key moments and insights from our previous episodes on geopolitical reordering. We focus on the significant elections that took place in 2024 and their implications for global dynamics. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Laurence Allan, Deepa Kumar, Langelihle Malimela, Dijedon Imeri, Jose-Enrique Sevilla Macip, Carlos Cardenas Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/34113236
info_outline
Port A to Port B: Get Ready for The World's Biggest Container Shipping Conference
11/23/2024
Port A to Port B: Get Ready for The World's Biggest Container Shipping Conference
In this episode, Peter Tirschwell, founder and chair of TPM, the world's largest container shipping conference, discusses the industry dynamics informing the agenda for the meeting. Tirschwell, who is responsible for all content appearing in Journal of Commerce publications and events, highlights the evolving landscape of transportation logistics, key challenges facing the sector, and the anticipated responses of shippers and carriers to disruptions. Listen now and gain valuable perspectives on the program for the TPM event, which begins March 2, 2025, in Long Beach, Calif. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guest: Peter Tirschwell Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/34113191
info_outline
PMI in Focus: Global Economic Trends and Consumer Sentiment
11/16/2024
PMI in Focus: Global Economic Trends and Consumer Sentiment
Join economists Paul Smith, Andrew Harker, and Maryam Baluch in this episode of The Decisive podcast as they delve into the latest trends in the global economy. They discuss the upcoming Flash PMI data releases for key countries, including the U.S., Eurozone, and India, and analyze the current performance of various sectors, particularly manufacturing and services. The panel also explores consumer sentiment in the U.K. and the challenges facing the automotive industry in Germany. Tune in for valuable insights into economic growth and inflationary pressures as they highlight key data points and sector performances from around the world. More S&P Global Market Intelligence Content: for the new Economies in Flux newsletter Credits: Host: Paul Smith Guests: Andrew Harker, Maryam Baluch Produced By: Valentino Alfred, Darren Rose Edited By: Kristen Hallam Published With Assistance From: Sophie Carr
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/33949052
info_outline
The Global Economy: Region by Region
11/09/2024
The Global Economy: Region by Region
In this episode, our global economist, Ken Wattret, leads a discussion with economists from S&P Global Market Intelligence about the economic landscape. They cover key themes, including moderating inflation, easing monetary policy, and the likelihood of a soft landing in the US. They delve into the performance of major economies, with insights on the U.S. labor market, manufacturing sector weaknesses, and the implications of China's economic slowdown. The episode also highlights regional forecasts for Europe, Asia Pacific, and Latin America, addressing potential risks and the impact of oil prices on inflation. Listen now. More S&P Global Market Intelligence Content: Credits: Host: Guests: , , , , Produced By: Debbie Taylor, Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/33807222
info_outline
Supply Chains for the Energy Transition
11/02/2024
Supply Chains for the Energy Transition
Explore the critical intersection of energy transition and supply chains. Our experts discuss how supply chains are essential for transporting vital resources like critical minerals while also managing their own emissions. Delve into the challenges of achieving supply chain resilience amid geopolitical tensions and evolving regulatory landscapes. Understand the importance of enhanced visibility in supply chains and the need for innovative solutions to meet sustainability goals. Tune in to uncover insights on the future of energy transition and its implications for global supply chains. More S&P Global Market Intelligence Content: Credits: Host: Susan Minio Guests: , , Guy Sear, Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Susan Minio, Sophie Carr
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/33597877
info_outline
2024 Holiday Sales: Trick or Treat?
10/26/2024
2024 Holiday Sales: Trick or Treat?
In this spirited episode of The Decisive podcast, host Kristen Hallam dives into the fascinating world of Halloween sales and their implications for supply chains and the US economy. Experts from S&P Global Market Intelligence explore the current landscape of U.S. candy sales amid rising input costs and shifting consumer preferences. Gain insights into supply chain dynamics and the impact of recent economic trends as the guests examine how inflation, consumer sentiment, and early holiday promotions shape the market. More S&P Global Market Intelligence Content: Credits: Host: Kristen Hallam Guests: Chris Rogers, Michael Zdinak Produced By: Kristen Hallam Edited By: Resonate Recordings, Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/33597862
info_outline
The EU's Corporate Sustainability Due Diligence Directive
10/19/2024
The EU's Corporate Sustainability Due Diligence Directive
In this episode of The Decisive podcast, host Kristen Hallam is joined by analysts Dijedon Imeri and Louise Alestam to explore the European Union's Corporate Sustainability Due Diligence Directive. Dijedon and Louise discuss the regulation's implications for businesses operating in Europe, including compliance requirements and potential penalties for noncompliance. The conversation delves into the historical context, anticipated challenges, and the impact on global supply chains, particularly for companies reliant on international suppliers. Tune in for insights on navigating the evolving regulatory landscape and preparing for the directive’s implementation by January 2027. More S&P Global Content: T Credits: Host: Kristen Hallam Guests: Dijedon Imeri, Louise Alestam Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun This content was published by S&P Global Market Intelligence and not by S&P Global Ratings, which is a separately managed division of S&P Global.
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/33500952
info_outline
Labor's Long Road
10/12/2024
Labor's Long Road
As commodity prices undergo rapid corrections, the labor market is experiencing a slower recovery. While conditions are improving for employers, wage growth remains sluggish due to high interest rates and reduced hiring optimism. Regions like Europe and North America face persistent challenges, including an aging workforce and structural skill shortages. Despite some areas of stability, such as in Mexico, the overall outlook suggests a cautious approach to hiring as businesses navigate these complexities. The labor market may tighten again as demand picks up, but for now, the path to normalcy is still a long one. Credits: Host: Kristen Hallam Guests: Emily Crowley, Director of Pricing and Purchasing, S&P Global Market Intelligence Produced By: Kristen Hallam, Susan Minio Published With Assistance From: Susan Minio, Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/33418762
info_outline
Made in Europe
10/05/2024
Made in Europe
In this episode of the Decisive podcast, host Kristen Hallam is joined by David Vagenknecht and Shuchita Shukla from S&P Global Market Intelligence to explore the constraints facing the European Union's industrial sector and the potential for an industrial upcycle. They discuss the aftermath of the pandemic and the Russia-Ukraine war, highlighting persistent supply-side bottlenecks, including labor shortages and high production costs. Although some improvements have been noted, particularly in commodity prices and delivery times, demand for European goods remains weak, especially in heavy industries like construction and automotive. The conversation delves into the uneven recovery across different sectors, the impact of geopolitical tensions, and the structural challenges posed by reduced gas imports and global competition, particularly from China. More S&P Global Content: Credits: Host: Kristen Hallam Guests: David Vagenknecht, Shuchita Shukla Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/33233907
info_outline
The G20 in a Disjointed World
09/28/2024
The G20 in a Disjointed World
In this episode of The Decisive Podcast, we dive into the upcoming G20 Summit, set to take place in November during a year filled with significant geopolitical shifts and key elections among member nations. Our experts discuss the G20's evolving role as a platform for mobilizing alliances and tackling critical global issues in our increasingly fragmented world. Brazil, as the summit's host, may leverage this opportunity to influence conversations around economic recovery, climate action, and international cooperation. Learn more about what the priorities are for member countries including BRICS members. More S&P Global Content: Credits: Host: Natznet Tesfay Guests: Aries Poon, Laurence Allan, Carlos Cardenas, Thea Fourie Produced By: Kristen Hallam, Debbie Taylor Edited By: Resonate Recordings, Kristen Hallam Published With Assistance From: Sophie Carr
/episode/index/show/83931ea7-c794-4ba1-a9c9-fff46b1e2cea/id/33122807