The global environment has still not settled onto a clear pathway toward a new stability. As we enter 2024 in this disjointed world, we confront risks posed by potential volatility across the economic and political spheres. We also see potential opportunities arising from the new reality of greatly segmented global relationships.

In this episode, we discuss five overlapping themes as key for 2024: economic fault lines, geopolitical reordering, supply chain resilience, logistics rewired, and resource security. All influence one another, and none will develop in isolation.

Featured experts:

Natznet Tesfay, head of Insights & Analysis, Global Intelligence & Analytics, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/tesfay-natznet.html

Ken Wattret, head of economics, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/wattret-ken.html

Laurence Allan, head of Europe Insights & Analysis, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/allan-laurence.html

Eric Johnson, senior technology editor, Journal of Commerce, S&P Global https://www.spglobal.com/en/enterprise/experts/johnson-eric.html

Please note: We will be taking a break for the year-end holidays. There will be no episodes for Dec. 23 and 30. New episodes will resume on Jan. 6.