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:

• Learn more about the Breakbulk25 conference 
• Low impact: US tariffs on steel and aluminum imports from EU
• Trans-Pacific carriers determined to win higher contract rates this year: sources

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 

In this episode of the Decisive Podcast, host Paul Smith, 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:

• New Era of Protectionism: PMI® Trade Trends to Watch
• Trade uncertainty drives down production in Canada and Mexico
• Economic Dynamics 2025: 10 Key Trends and Forecasts

Credits:

• Host: Paul Smith
• Guests: Andrew Harker
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

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 Columb Strack, 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:

• Learn more about The Journal of Commerce's Breakbulk25 conference
• Bolder Trump injects new volatility into container shipping
• Download the full report Power Plays in 2025

Credits:

• Host: Kristen Hallam
• Guests: Columb Strack
• Produced By: Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

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 Natznet Tesfay, Vice President and Head of Insights and Analysis, and Jack A. Kennedy, 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:

• Learn more about The Journal of Commerce's Breakbulk25 conference
• Shippers, forwarders face a new, harsher world in ocean shipping
• Download the full report Power Plays in 2025

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 

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:

• Global economic outlook: February 2025
• Fiscal fragilities: Dealing with high debt
• Download the full report Power Plays in 2025

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 

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:

• US sanctions approach during Trump's second term
• Fraudulent flags: Growing challenge for maritime safety
• Download the full report Power Plays in 2025

Credits:

• Host: Kristen Hallam
• Guests: Byron McKinney
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

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:

• Download the full report Power Plays in 2025
• Top US regional economic insights for 2025
• How US tariffs could impact the MENA region

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 

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:

• Download the full report Power Plays in 2025
• Global economic outlook: January 2025
• Top US regional economic insights for 2025

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 

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:

• Europe: Key themes to watch in 2025
• Download the full report Power Plays in 2025
• US sanctions approach during Trump's second term

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 

In this episode of the The Decisive podcast, taken from our Jan. 21 client webinar, Ken Wattrett, 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 Ben Herzon and Yating Xu 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:

• Download the full report Power Plays in 2025
• Power Plays: Themes for 2025 blog post
• Global economic outlook: January 2025

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