In this episode of the Decisive Podcast, we delve into the pivotal trade and immigration policies of President-elect Donald Trump as he prepares for his inauguration on January 20th.

Join host Kristen Hallam and Head of North American Country Risk John Raines as we explore the implications of these policies on US-Canada and US-Mexico relations, the potential economic impacts of proposed tariffs, and possible legal challenges surrounding both trade and immigration strategies.

More S&P Global Market Intelligence Content:

• Download the full report Power Plays in 2025
• Power Plays: Themes for 2025 blog post
• Europe: Key themes to watch in 2025

Credits:

• Host: Kristen Hallam
• Guest: John Raines
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

Economic angst is one of our four key themes for 2025. The anchors around the global economy — low inflation, low interest rates, international cooperation and frictionless trade — have become unmoored. This adds uncertainty to the outlook for growth in 2025 and beyond.

In this episode, S&P Global Market Intelligence economists including Ken Wattret, Chris Williamson, Ben Herzon, and Hanna Luchnikava-Schorsch reveal our top 10 insights for the year ahead. They explore the implications of inflation and interest rates, the challenges facing major economies like mainland China and the eurozone, and the impact of trade policies on growth.

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: December 2024

Credits:

• Host: Kristen Hallam
• Guests: Ken Wattret, Chris Williamson, Ben Herzon, and Hanna Luchnikava-Schorsch
• Produced By: Kristen Hallam, Debbie Taylor
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

The interplay of geopolitical rivalries, economic shifts and evolving trade dynamics will define a conflicted global landscape over 2025.

In our last episode of 2024, we explore four key themes shaping this environment: economic angst, domestic discontent, elusive alliances, and trade troubles. These capture the fragility of global economic growth, the rise of unstable coalitions, the evolving nature of external alliances, and the intricacies of trade barriers and tariffs.

Strategic adaptability will determine resilience as stakeholders navigate these multifaceted challenges, balancing national interests with global cooperation to achieve stability and growth.

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: November 2024

Credits:

• Host: Kristen Hallam
• Guests: Laurence Allan, Jack Kennedy, Thea Fourie, Eric Oak
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Debbie Taylor, Sophie Carr, Feranmi Adeoshun

As we approach 2025, we are reflecting on our key themes for 2024.

In this episode, we're revisiting some key moments and insights from our previous episodes on the themes of supply chain resilience, resource security, and logistics rewired. This wraps up our 2024 in review series. Next week's episode will focus on our big themes for 2025.

More S&P Global Market Intelligence Content:

• Supply chain strategies to mitigate tariffs
• Fishing for CHPIs: Trade flows adapt to sanctions on Russia
• US presidential election impact: Region by region

Credits:

• Host: Kristen Hallam
• Guests: Chris Rogers, Paul Smith, Andrew Harker, Jenny Paurys, Sophie Malin, John Anton, Anna Rybicka, Agnieszka Maciejewska, Turloch Mooney, Peter Tirschwell
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

As we approach 2025, we are reflecting on our key themes for 2024.

In this episode, we're revisiting some key moments and insights from our previous episodes on the theme of economic fault lines. We reflect on how regional divergence in inflation rates and monetary policy is exposing economic fault lines around the globe.

More S&P Global Market Intelligence Content:

• Global economic outlook: November 2024
• Using the Global PMI instead of GDP as a macro indicator for investing
• Sign up for the new Economies in Flux newsletter

Credits:

• Host: Kristen Hallam
• Guests: Ken Wattret, Paul Smith, Hanna Luchnikava-Schorsch, Ben Herzon, Michael Zdinak, Emily Crowley, Shuchita Shukla, Lawrence Nelson
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

As we approach 2025, we are reflecting on our key themes for 2024.

In this episode, we revisit key moments and insights from our previous episodes on geopolitical reordering. We focus on the significant elections that took place in 2024 and their implications for global dynamics.

More S&P Global Market Intelligence Content:

• US presidential election impact: Region by region
• Country Risk Month Ahead: November 2024
• Exploring the post-election landscape for reshoring to India

Credits:

• Host: Kristen Hallam
• Guests: Laurence Allan, Deepa Kumar, Langelihle Malimela, Dijedon Imeri, Jose-Enrique Sevilla Macip, Carlos Cardenas
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

In this episode, Peter Tirschwell, founder and chair of TPM, the world's largest container shipping conference, discusses the industry dynamics informing the agenda for the meeting.

Tirschwell, who is responsible for all content appearing in Journal of Commerce publications and events, highlights the evolving landscape of transportation logistics, key challenges facing the sector, and the anticipated responses of shippers and carriers to disruptions.

Listen now and gain valuable perspectives on the program for the TPM event, which begins March 2, 2025, in Long Beach, Calif.

Learn more about TPM

More S&P Global Market Intelligence Content:

• Brief ILA strike alters once-placid labor landscape on East, Gulf coasts
• Maersk rules out Suez Canal routings for Gemini launch
• Supply chain strategies to mitigate tariffs

Credits:

• Host: Kristen Hallam
• Guest: Peter Tirschwell
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr

Join economists Paul Smith, Andrew Harker, and Maryam Baluch in this episode of The Decisive podcast as they delve into the latest trends in the global economy.

They discuss the upcoming Flash PMI data releases for key countries, including the U.S., Eurozone, and India, and analyze the current performance of various sectors, particularly manufacturing and services. The panel also explores consumer sentiment in the U.K. and the challenges facing the automotive industry in Germany.

Tune in for valuable insights into economic growth and inflationary pressures as they highlight key data points and sector performances from around the world.

More S&P Global Market Intelligence Content:

• Global trade remains in contraction at start of fourth quarter
• PMI surveys record faster global economy growth in October as confidence revives
• Sign up for the new Economies in Flux newsletter

Credits:

• Host: Paul Smith
• Guests: Andrew Harker, Maryam Baluch
• Produced By: Valentino Alfred, Darren Rose
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr

In this episode, our global economist, Ken Wattret, leads a discussion with economists from S&P Global Market Intelligence about the economic landscape. They cover key themes, including moderating inflation, easing monetary policy, and the likelihood of a soft landing in the US.

They delve into the performance of major economies, with insights on the U.S. labor market, manufacturing sector weaknesses, and the implications of China's economic slowdown. The episode also highlights regional forecasts for Europe, Asia Pacific, and Latin America, addressing potential risks and the impact of oil prices on inflation. Listen now.

More S&P Global Market Intelligence Content:

• Global economic outlook: October 2024
• Developed economy growth slips to six-month low
• US Halloween candy spending to surpass of $4 billion in 2024

Credits:

• Host: Ken Wattret
• Guests: Pat Newport, Diego Iscaro, Andy Birch, Hanna Luchnikava-Schorsch, Paula Diosquez-Rice
• Produced By: Debbie Taylor, Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr

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