Economics & Country Risk | An S&P Global Market Intelligence Postcast Hear what our experts are saying

2023 is likely to be another year out of equilibrium. Accumulating shocks from the COVID-19 virus pandemic and the Russia–Ukraine conflict are proving pervasive and persistent and are profoundly reorganizing global structures and relationships.

We see five key risk areas to watch for 2023: economic dissonance, reshuffling labor markets, supply chain stabilization, energy security and the energy transition ahead, and the global security environment. These tests are interconnected and have vast commercial impacts from trade protectionism to financial market volatility to civil unrest risk.

In this podcast episode, our experts provide a comprehensive analysis of the global economic, industry, and country risk prospects in the year ahead and give you timely insights for charting your organization’s course in 2023.

Tight labor markets made headlines in 2022 as inflation rose to a record and employment and vacancy rates remained high. But what will 2023 bring?

Economists from our Pricing & Purchasing team talk about what's happening in North America, Europe and Asia-Pacific regions and what it means for businesses.

Emily Crowley, Associate Director, Pricing and Purchasing, S&P Global Market Intelligence
https://experts.ihsmarkit.com/experts/crowley-emily

Sophie Malin, Senior Economist, Pricing and Purchasing, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/malin-sophie.html

Sam Parkin, Senior Economist, Pricing and Purchasing, S&P Global Market Intelligence

A world ordered for decades by globalization and geoeconomics has become a world oriented around geopolitics.

An accumulation of shocks from the COVID-19 pandemic to the conflict in Ukraine, initially thought to be time-limited, have proven more lasting and pervasive. In this episode, we explore the forces shaping this new world order.

Dr. Lindsay Newman, Executive Director and Head of Geopolitical Thought Leadership at S&P Global Market Intelligence
https://experts.ihsmarkit.com/experts/newman-lindsay

Supply chain disruptions, persistent inflation and the removal of pandemic-related government support and accommodative monetary policy provided a challenging economic environment in 2022. After Russia’s invasion of Ukraine, the upheaval in processed materials and commodities markets – especially for energy – took those challenges to a new and more pernicious level. How will the global economy fare in 2023 as markets, firms and consumers continue to adjust to the confluence of these major headwinds?

S&P Global Market Intelligence economists reveal our top 10 predictions for the global economy in 2023, including the prospects for taming inflation, the extent of monetary policy tightening, and the likelihood of a global recession.

Chris Varvares, Vice President and co-head of US Economics, S&P Global Market Intelligence
https://experts.ihsmarkit.com/experts/varvares-chris

Sara Johnson, Executive Director of Global Economics, S&P Global Market Intelligence
https://experts.ihsmarkit.com/experts/johnson-sara

Todd Lee, Executive Director and Chief China Economist, S&P Global Market Intelligence
https://experts.ihsmarkit.com/experts/lee-todd

Joel Prakken, Vice President and Chief U.S. Economist, S&P Global Market Intelligence
https://experts.ihsmarkit.com/experts/prakken-joel

Ken Wattret, Vice President and Head of Europe in Economics and Country Risk, S&P Global Market Intelligence
https://experts.ihsmarkit.com/experts/wattret-ken

What trends and events are expected to shape the economies of sub-Saharan Africa in 2023? We discuss inflation, interest rates, elections and more.

Thea Fourie, Associate Director, Sub-Saharan Africa Economics, S&P Global Market Intelligence
https://experts.ihsmarkit.com/experts/fourie-thea

Electrical steel is a niche product that is essential for making transformers, generators and electric motors. While it only constitutes about 1% of global steel production today, it is poised to grow exponentially along with the electric vehicle market. In 2022, about 9 million EVs will be produced globally. By the beginning of the next decade, the EV market is expected to break 40 million vehicles. Our experts discuss the challenges and opportunities presented by this new and burgeoning market for electrical steel.

John Anton, Director, Pricing and Purchasing, S&P Global Market Intelligence
https://experts.ihsmarkit.com/experts/anton-john

Frank Hoffman, Consulting Principal, Economics & Country Risk, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/hoffman-frank.html