The Decisive Podcast: Insights and analysis to empower confident decision-making.

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:

• The Decisive | Episode 4 - Metal mayhem in the supply chain
• The Decisive | Episode 8 - Container Port Performance Index
• The impact of solar power equipment tariffs on global supply chains

Credits:

• Host: Susan Minio
• Guests: Jenny Paurys, Chris Rogers, Guy Sear, Jonathan Ablett
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Susan Minio, Sophie Carr

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:

• US Halloween candy spending to surpass of $4 billion in 2024
• Halloween supply chain activity booms
• US back-to-school sales to exceed $1 trillion in 2024

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

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:

• Three storms, three shortages: Supply chains wrestle to react to storms
• The Decisive | Episode 17 - The G20 in a Disjointed World
• Typhoon Yagi causes steep drop in Vietnamese manufacturing production in September

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.

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

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:

• Flash eurozone PMI top five takeaways: Heightened risk of economy facing hard landing

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

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:

• Global Economic Outlook: September 2024
• Emerging market growth decelerates in August while price pressures ease

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

In this episode of The Decisive Podcast, host Kristen Hallam delves into the upcoming Inland Distribution Conference, featuring insights from industry experts Eric Johnson and Bill Cassidy. They discuss the conference's theme, "Striking a Balance," highlighting the current challenges faced by shippers, logistics providers, and carriers amid ongoing market volatility.

The conversation covers key topics such as the importance of technology in operations and the impact of potential labor actions. Tune in to discover what attendees can expect and how they can prepare for this pivotal event in the North American supply chain landscape.

To learn more about Inland24, click here

More S&P Global Content:

• Logtech investment slump signals pivot from disruption to enablement
• When it comes to the Red Sea diversions, the world is moving on
• Halloween supply chain activity booms

Credits:

• Host: Kristen Hallam
• Guests: Eric Johnson, Bill Cassidy
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr

In this episode of The Decisive Podcast, host Paul Smith is joined by senior economists Andrew Harker and Tim Moore to explore the latest trends in global trade and the impact of recent geopolitical events. They discuss the fragility of export order volumes and the significance of Purchasing Managers Indices (PMIs) as early indicators of economic health. The conversation also delves into the effects of political uncertainty on PMI surveys, particularly in the context of the recent election in U.K. and the upcoming election in the U.S.

Join us for insights into how these factors shape business expectations and signal economic activity around the world.

More S&P Global Content:

• Detailed PMI sector data underscore growing rift between manufacturing and services economies in August
• Steepest deterioration in trade conditions since December 2023
• Emerging market growth decelerates in August while price pressures ease

Credits:

• Host: Paul Smith
• Guests: Andrew Harker, Tim Moore
• Produced By: Kristen Hallam
• Edited By: Adam Kovalsky
• Published With Assistance From: Sophie Carr

As the world's most populous country, India faces unique opportunities and challenges in maximizing its labor potential for economic growth. This episode covers key topics such as employment prospects post-elections, government initiatives for upskilling, and the critical role of female labor participation. Tune in for insightful analysis on how India can harness its workforce to become a global manufacturing hub while navigating the complexities of a dynamic labor market.

This special episode complements the release of S&P Global and CRISIL's thought leadership journal, India Forward, presented by the India Research Chapter. The inaugural addition of India Forward, Emerging Perspectives, which will be launched on Sept. 19.

More S&P Global Content:

• Asia-Pacific: Key themes to watch in 2024
• India's election impact: Insights and analysis
• Exploring the post-election landscape for reshoring to India

Credits:

• Host: Farhan Husain
• Guests: Sophie Malin, Ashima Tyagi
• Produced and Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Deepa Kumar

Brush up on how U.S. monetary policy works as the September meeting of the Federal Open Market Committee approaches.

Host Kristen Hallam explores the intricacies of U.S. monetary policy with senior economist Lawrence Nelson. They discuss the Federal Reserve's dual mandate of price stability and maximum employment, examining how policymakers adapt their strategies in response to evolving economic conditions.

Key topics include the Fed's 2% inflation target, the significance of labor market indicators, and the importance of anecdotal evidence from businesses. Tune in for valuable insights into how the Fed navigates challenges and shapes economic policy.

More S&P Global Content:

• Global economic outlook: August 2024
• US manufacturing PMI sends warning signals on economic conditions
• US back-to-school sales to exceed $1 trillion in 2024

Credits:

• Host: Kristen Hallam
• Guests: Lawrence Nelson
• Produced and Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr