Economics & Country Risk | An S&P Global Market Intelligence Podcast S&P Global Market Intelligence

In this episode, our expert economists dive into the world of Purchasing Managers' Index (PMI) data and its impact on global markets.
We kick off with an intriguing discussion on the reassessment of central bank policies and the implications for financial markets. The PMI economists delve into the key drivers of inflation, such as rising wages and material costs, and analyze the pricing power of firms in various sectors.
The conversation then shifts to the newly launched PMI survey for the Kuwait economy. The survey covers various sectors, excluding oil production. The economists also confer about the latest PMI data from other Middle East North Africa economies including Egypt and the UAE.
Gain a deeper understanding of the PMI data and its significance in today's dynamic global economy.
Host:
Paul Smith, Director, Economic Indices, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/smith-paul.html
Featured experts:
Andrew Harker, Director, Economic Indicators & Surveys, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/harker-andrew.html
David Owen, Economist, Economic Indices, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/owen-david.html

Read more about business activity in Kuwait:
https://www.spglobal.com/marketintelligence/en/mi/research-analysis/competitive-pricing-helps-to-drive-business-activity-growth-in-kuwait-May24.html
Read more about business activity in Egypt:
https://www.spglobal.com/marketintelligence/en/mi/research-analysis/egyptian-business-activity-drops-sharply-in-february-amid-currency-crisis-Mar24.html
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https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/
 

Our banking risk experts provide insight into events impacting the financial sector in emerging markets each month. In this episode, we delve into the trends and developments shaping the banking risk landscape in mainland China, Ukraine, emerging Europe, Argentina, and the United Arab Emirates. 
Listen now to gain a deeper understanding of the factors influencing credit expansion and the potential implications for businesses and investments in these markets. 
Featured expert:
Natasha McSwiggan, Senior Economist, Banking Risk, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/mcswiggan-natasha.html
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The chip industry sits at the nexus of national security and economic development policies. That has resulted in a race both in supporting national investments in the semiconductor sector as well as escalating restrictions against sharing technology.
This episode brings Economics and Country Risk together with the Next in Tech podcast, hosted by Eric Hanselman. Chris Rogers and John Abbott join Eric and Economics and Country Risk host Kristen Hallam to dig into the dynamics and geopolitical pressures that make the supply chain so difficult to fix.
Featured experts: 
Chris Rogers, Head of Supply Chain Research, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/rogers-chris.html
 
John Abbott, Principal Research Analyst, Applied Infrastructure & DevOps, S&P Global Market Intelligence
https://www.spglobal.com/marketintelligence/contributors/1630702/john-abbott
 
Eric Hanselman, Chief analyst for technology, media and telecom, S&P Global Market Intelligence
https://www.spglobal.com/marketintelligence/contributors/1535668/eric-hanselman
 
Read our blog on this topic:
https://ow.ly/nZai50RvfTc
 
Discover the Next in Tech podcast series:
https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/next-in-tech
 
Explore our full library of S&P Global Market Intelligence podcasts:
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The prolongation of existing — and emergence of new — armed conflicts will likely remain a major source of geopolitical instability in the world economy, according to our strategic report on key themes for 2024. Following Iran’s recent strike on Israel, we pose the question: What could an escalation mean for the global economy?
 
Featured expert:
Ken Wattret, Vice-President, Global Economics, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/wattret-ken.html
 
Download our report on 2024 themes:
https://ow.ly/Jbwf50QqtiZ

 
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Companies are finding that supply chain disruption is not receding and the reliability of input, such as transportation is not returning to normal.
We see a need to invest in resilience projects that cut risk and improve profitability, such as reshoring. Reshoring, of course, has its challenges, including labor costs and availability and infrastructure. We discuss those challenges in this episode. 
Featured experts from S&P Global Market Intelligence: 
Aries Poon, Head of Asia-Pacific Insights and Analysis
Rafael Amiel, Director, Latin America and Caribbean Economics,
Sam Parkin, Senior Economist, Pricing and Purchasing
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Global demand continues to tread water, with the construction and manufacturing sectors facing headwinds from high interest rates. Suppliers are responding by controlling output, with sporadic idling and curtailed investment plans meaning less excess capacity in 2024 to absorb supply shocks. Along with logistics woes that cause higher rates and longer delivery times, risk is rising. 
In this episode, our expert discusses logistics challenges and the outlook on shipping disruptions due to rerouting from the Red Sea.
Featured expert:
Keyla Martinez, senior economist, S&P Global Market Intelligence
Explore our full library of S&P Global Market Intelligence podcasts:
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