Luiz Inácio Lula da Silva, who was Brazil's president from 2003 to 2010, will return to office in January after winning the presidential election by the narrowest margin in the country's political history. This time, he faces different political and fiscal environments. How will he handle that? Our experts discuss the policy outlook for the incoming administration and how those policies will impact businesses and the economy. Carlos Caicedo, Senior Principal Analyst, Latin America Country Risk, S&P Global Market Intelligence https://experts.ihsmarkit.com/experts/caicedo-carlos Ailsa Rosales, Senior Country Risk Analyst, Latin America and Caribbean, S&P Global Market Intelligence https://ihsmarkit.com/experts/rosales-ailsa.html Rafael Amiel, Director, Latin America & Caribbean Economics, S&P Global Market Intelligence https://experts.ihsmarkit.com/experts/amiel-rafael

Tune in for the latest trends seen in our Purchasing Managers Index data. Our economists discuss the strength of Middle East economies and challenges facing economies within Africa. They also look at what's driving the rise in global manufacturing stocks of finished goods and highlight a new data set within the PMI offering that aims to quantify the impact of common themes like demand inflation and delivery times. Paul Smith, Director for Economic Indices at S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/smith-paul.html Andrew Harker, Director, Economic Indicators & Surveys, S&P Global Market Intelligence https://experts.ihsmarkit.com/experts/harker-andrew David Owen, economist for Economic Indices at S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/owen-david.html

Having the United Nations Climate Change Conference, COP27, in Egypt naturally shines a spotlight on the policies African nations are considering on energy transition and decarbonization — and the financing of those efforts. Our experts discuss financing options including carbon credits and loss and damage payments for countries vulnerable to the impacts of climate change. What impact will tightening global financial conditions and the energy security needs of Europe have on these efforts? Theo Acheampong, Senior Analyst Country Risk – Sub-Saharan Africa, S&P Global Market Intelligence https://experts.ihsmarkit.com/experts/acheampong-theo William Farmer, Analyst, Sub-Saharan Africa, Country Risk, S&P Global Market Intelligence https://ihsmarkit.com/experts/farmer-william.html

Do you dream about renovating your home? Are you wondering whether rising interest rates, inflation and labor issues will turn that dream into a nightmare? Two of our experts discuss the near-term outlook for home improvement spending, which reached an all-time high in 2021. Scott Hazelton, Director, Construction, S&P Global Market Intelligence https://experts.ihsmarkit.com/experts/hazelton-scott Alex Cotter, Consulting Director, Consumer goods, manufacturing and financial services, S&P Global Market Intelligence https://experts.ihsmarkit.com/experts/cotter-alex

Bargain hunting is coming back into fashion this holiday season as inflation drives up prices and inventories remain high for certain categories of goods. Two of our US economic experts discuss the resilience of US consumer spending and factors influencing holiday shopping including commodity prices, labor costs and supply chains. Michael Zdinak, S&P Global Market Intelligence Akshat Goel, Senior Economist, US Macro and Consumer Economics, S&P Global Market Intelligence https://experts.ihsmarkit.com/experts/goel-akshat

Energy markets will be tight everywhere through the end of 2022 and start of 2023. Europe has the highest likelihood of lack of availability of natural gas, and in some cases, electricity, after Russia reduced natural gas exports to the region, Our experts discuss the outlook for the energy markets globally and the likely impacts of high costs on energy-intensive industries like glass and steel. John Anton, Director, Pricing and Purchasing, S&P Global Market Intelligence https://experts.ihsmarkit.com/experts/anton-john Thomas McCartin, Senior Economist, Pricing & Purchasing, S&P Global Market Intelligence https://experts.ihsmarkit.com/experts/mccartin-thomas

Armed conflict has broken out in Ethiopia and insurgents have delayed the development of liquified natural gas facilities in Mozambique. Our sub-Saharan Africa country risk and economics experts discuss how these conflicts are adding significant additional uncertainty to the economic policy environment, worsening international relations and impacting manufacturing and exports.

Where should you build your next hotel or export office? Our expert talks about the five-year outlook for global construction and which markets are attractive for investment based on our regional data and country risk scores. Spoiler alert: London makes the cut. Scott Hazelton, director of consulting, S&P Global Market Intelligence https://experts.ihsmarkit.com/experts/hazelton-scott

Our economists discuss dominant themes through the lenses of our Purchasing Managers' Index data sets. What are the recent trends in the Australian private sector economy? What does the data from Taiwan, a bellwether of global manufacturing, tell us? How is tighter monetary policy impacting real estate and other sectors? Where are we seeing supply constraints? Paul Smith, Economics Director, S&P Global Market Intelligence Andrew Harker, Director, Economic Indices, S&P Global Market Intelligence https://experts.ihsmarkit.com/experts/harker-andrew Laura Denman, Economist, S&P Global Market Intelligence

The risk for metals pricing and availability in 2023 is extreme and it is to the upside. That's mainly because energy prices are high and energy availability is under threat, particularly in Europe. Other factors that may impact metals prices include extreme weather and supply chain disruptions. Our experts discuss what category managers should consider when locking in prices for 2023. John Anton, Director, Pricing and Purchasing, S&P Global Market Intelligence https://experts.ihsmarkit.com/experts/anton-john John Mothersole, Director of Research, Pricing and Purchasing, S&P Global Market Intelligence https://experts.ihsmarkit.com/experts/mothersole-john