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

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

By S&P Global Market IntelligenceBusiness
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The Decisive Podcast: Insights and analysis to empower confident decision-making. episodes

  • NATO in the spotlight

    The 74-year-old North Atlantic Treaty Organization, better known as NATO, is holding its summit in Vilnius, Lithuania, on July 11 and 12. The event will be attended by representatives of the 31 member states, as well as candidate country Sweden. Aspiring NATO members Bosnia and Herzegovina, Georgia and Ukraine are also likely to send delegates.

    What's on their agenda? And how is NATO staying relevant in a world of shifting geopolitical alliances?

    Hear from our experts:

    Lindsay Newman, Head of Geopolitical Thought Leadership, S&P Global Market Intelligencehttps://www.spglobal.com/en/enterprise/experts/newman-lindsay.html

    Alex Kokcharov, Associate Director for Country Risk for Europe and CIS, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/kokcharov-alex.html

    24 min
  • Housing markets in focus: Asia-Pacific

    House prices experienced sharp increases in most developed economies during the last decade as record-low interest rates supported demand for property. The tightening of global monetary conditions over the past year has driven a softening of house prices, which in some key markets are expected to decline in 2023 and 2024. The degree of impact, of course, varies by market.

    In this episode — the third and final installment of our series on housing markets around the globe — we zero in on select markets in the Asia-Pacific region.

    Featured speakers:

    Todd Lee, Chief China Economist, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/lee-todd.html

    Bree Neff, Director, Asia Pacific Economics, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/neff-bree.html

    31 min
  • Housing markets in focus: MENA and sub-Saharan Africa
    House prices experienced sharp increases in most developed economies during the last decade as record-low interest rates supported demand for property. The tightening of global monetary conditions over the past year has driven a softening of house prices, which in some key markets are expected to decline in 2023 and 2024. The degree of impact, of course, varies by market. In this episode — the second of three in our series on housing markets around the globe — we explore select markets in the Middle East, North Africa, and sub-Saharan Africa regions.

    Featured speakers:

    Ralf Wiegert, director for MENA Economics at S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/wiegert-ralf.html Jamil Naayem, principal MENA Economist at S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/naayem-jamil.html Ronel Oberholzer, head of Sub-Saharan Africa Economics at S&P Global Market Intelligence
    27 min
  • Housing markets in focus: The US, Canada and Europe
    House prices experienced sharp increases in most developed economies during the last decade as record-low interest rates supported demand for property. The tightening of global monetary conditions over the past year has driven a softening of house prices, which in some key markets are expected to decline in 2023 and 2024. The degree of impact, of course, varies by market. In this episode — the first of three on housing markets — our experts look at the US, Canada and Europe. What are the common themes? What are the distinguishing traits of these markets? What is the direction of travel of house prices, and what are the potential risks to those markets? Featured speakers:
    • Patrick Newport, who works for our US macroeconomics team and covers the housing market and international trade https://www.spglobal.com/en/enterprise/experts/newport-patrick.html
    • Arlene Kish, director of Canadian macroeconomics https://www.spglobal.com/en/enterprise/experts/kish-arlene.html
    • Anja Heimann, a senior economist in the Europe economics team https://www.spglobal.com/en/enterprise/experts/heimann-anja.html
    35 min
  • Brazil's political and economic outlook

    President Luiz Inácio Lula da Silva is seeking to position Brazil, the largest economy in Latin America, as a country willing to expand and diversify its trade relations. The government is seeking to strengthen strategic sectors such as agribusiness, manufacturing, renewable energy and infrastructure, particularly via public-private partnerships.

    Even with emerging opportunities, companies operating in Brazil — or seeking to establish commercial relations with Brazilian counterparts — will face economic, political and regulatory challenges. In this episode, our experts provide their perspective on the country's economic and risk landscape.

    Featured speakers:

    Rafael Amiel, Director, Latin America Economics, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/amiel-rafael.html Carlos Caicedo, Associate Director, Latin America Country Risk, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/caicedo-carlos.html Ailsa Rosales, Senior Analyst, Latin America Country Risk, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/rosales-ailsa.html Carlos Cardenas, Executive Director, Latin America Country Risk, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/cardenas-carlos.html
    41 min
  • Turkey's election: What Erdogan's victory means

    On May 28, voters in Turkey went to the polls for a second time to choose their president after a vote two-weeks earlier proved inconclusive. In this second round, current President Erdogan won a close contest 52% to 48%, extending his two-decade long administration for at least another five years.

    What does his victory mean for the country, the region and the world? Our experts share their insights.

    Featured speakers:

    • Jessica Leyland, senior analyst at S&P Global Market Intelligence
    • Andy Birch, economist and associate director at S&P Global Market Intelligence
    • John Raines, director and principal global risks adviser at at S&P Global Market Intelligence
    26 min
  • India's global ambitions

    It's a big year for India. It's become the world's most populous country. In September, it will host the G20 summit, at a crucial time for global partnerships in a post-pandemic world and an ongoing conflict in Ukraine. And in just about a year, voters will go to the polls in parliamentary elections.

    These recent global events have prompted India to recalibrate its geopolitical strategy. India has earmarked manufacturing as a key sector to manifest its global ambitions, not least to attract jobs at home. The country is keen to use platforms like the G20 – and COP28 – to demonstrate to the world how it balances domestic needs with international pressures to pursue energy transition.

    Sharing their insights on India's ambitions are:

    Deepa Kumar, Associate Director and lead India analyst for APAC Economics & Country Risk at S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/kumar-deepa.html

    Gauri Jauhar, Executive Director, Energy Transitions & Clean Tech Consulting at S&P Global Commodity Insights who leads our Consulting work in India https://www.spglobal.com/en/enterprise/experts/jauhar-gauri.html

    Ashima Tyagi, Economics Associate Director with the Pricing and Purchasing Service at S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/tyagi-ashima.html

    Check out our blog for more insights on India: https://www.spglobal.com/marketintelligence/en/mi/research-analysis/outlook-for-indias-economic-growth-and-policy-platforms.html

    31 min
  • Investigating industry credit risk in times of economic instability: BONUS EPISODE

    As the stressed economy continues to impact global industries, volatility, reduced demand, disrupted supply chains, and higher costs, among other factors, are affecting businesses' revenue and cash flow, and many industries are at a higher risk of the likelihood of default and bankruptcy.

    Credit and risk management professionals need to be prepared for unpredictable conditions and act quickly to manage their credit risk exposure and minimize potential losses.

    In this bonus podcast episode, our experts provide a timely update on the global economic landscape, and an in-depth analysis on how unpredictable economic conditions are impacting the credit risk of industries across the U.S.

    Featured speakers:

    Jonathan Ablett Executive Director, Global Economic Modelling and Scenario Design S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/ablett-jonathan.html

    Hrvoje Tomicic Credit Product Specialist, Credit & Risk Solutions S&P Global Market Intelligence https://www.spglobal.com/marketintelligence/contributors/1461968/hrvoje-tomicic

    For more information, see our blog post: http://ow.ly/pXZY50OuucN

    38 min
  • PMI Insights: Evolving trends in sub-Saharan Africa

    Our Purchasing Managers' Index team compiles data for more than 40 economies around the world. In this episode, the economists unpack recent events in sub-Saharan Africa and discuss how the PMI data illuminate economic trends across the region.

    Featured speakers:

    Paul Smith Director, Economic Indices, 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://www.spglobal.com/en/enterprise/experts/harker-andrew.html Thea Fourie Head of Sub-Saharan Africa Insights & Analysis, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/fourie-thea.html

    Learn more about our Purchasing Managers' Index here: http://ow.ly/VjM050OsqWf

    Gain more insights from our blog: http://ow.ly/e6Xo50Osr14

    23 min

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