223 episodes

Our experts provide a 360-degree perspective across countries, risks, industries, and commodities to ensure you make the best possible decisions.

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

    • Business
    • 5.0 • 11 Ratings

Our experts provide a 360-degree perspective across countries, risks, industries, and commodities to ensure you make the best possible decisions.

    Ep. 223 - India's election impact: Insights and analysis

    Ep. 223 - India's election impact: Insights and analysis

    We analyze the recent election results in India, the world's largest democracy, and the potential impact on the country's business environment and on the broader geopolitical landscape.
    What are the new coalition government's policy priorities? Where can we expect policy continuity, and where might we see change? 
    Featured expert:
    Deepa Kumar, Head of Asia-Pacific Country Risk
    https://www.spglobal.com/en/research-insights/experts/kumar-deepa
    Listen to our podcast episode on elections to watch in 2024:
    https://tinyurl.com/ucrzmx48
    Explore our library of S&P Global Market Intelligence podcasts:
    https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

    • 18 min
    Ep. 222 - Mexico's election impact: Insights and analysis

    Ep. 222 - Mexico's election impact: Insights and analysis

    We analyze the recent election results in Mexico and their potential impact on the country's business environment and geopolitical landscape. Our experts discuss what the ruling MORENA party's victory in the presidential election and its success in state governorships and Congress mean for the legislative agenda, the economic outlook, and foreign policy. 
    Featured experts:
    Jose Enrique Sevilla-Macip, senior analyst for Latin America
    https://www.spglobal.com/en/research-insights/experts/macip-jose
    Rafael Amiel, director of Latin American and Caribbean economics
    https://www.spglobal.com/en/research-insights/experts/amiel-rafael
    Read our blog for more on Mexico's elections:
    https://tinyurl.com/2jsezhhr
    Listen to our podcast episode on elections to watch in 2024:
    https://tinyurl.com/ucrzmx48
    Explore our library of S&P Global Market Intelligence podcasts:
    https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

    • 29 min
    Ep. 221 - Monetary policy: Different narratives

    Ep. 221 - Monetary policy: Different narratives

    In episode 220, our economists went beyond the monetary policy questions of when and how much to the implications of these pivots for businesses.

    In this episode, we delve further into the different narratives presented by central banks that are raising interest rates instead of cutting or looking to cut them, particularly in Turkey, Russia and Japan. 
    Featured experts: 
    Harumi Taguchi, principal economist, Asia-Pacific economics 
    https://www.spglobal.com/en/research-insights/experts/taguchi-harumi

    Shuchita Shukla, senior economist, European economics
    https://www.spglobal.com/en/research-insights/experts/shukla-shuchita

    Learn more about our May 2024 economic update:
    https://tinyurl.com/5xuenr38
    Explore our library of S&P Global Market Intelligence podcasts:
    https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

    • 11 min
    Ep. 220 - Monetary policy: Pivots and prospects

    Ep. 220 - Monetary policy: Pivots and prospects

    Our economists share their perspectives on inflation, interest rates, and central bank policies. Gain valuable insights into the Fed's cautious stance and their focus on waiting for more inflation data. Explore the forecast for interest rate cuts in the eurozone and the potential impact on credit conditions and demand.
    We also discuss the vulnerability of currencies in emerging Europe to global pivots in monetary policy and the need for caution in domestic monetary policy conduct. Plus, we examine the Bank of Japan's efforts to achieve sustainable inflation and the indicators that could signal changes in their monetary policy decisions. 
    Featured experts: 
    Ken Wattret, vice president, global economics 
    https://www.spglobal.com/en/research-insights/experts/wattret-ken

    Lawrence Nelson, senior economist, US macroeconomics 
    https://www.spglobal.com/en/research-insights/experts/nelson-lawrence

    Diego Iscaro, head of European economics 
    https://www.spglobal.com/en/research-insights/experts/iscaro-diego

    Harumi Taguchi, principal economist, Asia-Pacific economics 
    https://www.spglobal.com/en/research-insights/experts/taguchi-harumi

    Shuchita Shukla, senior economist, European economics
    https://www.spglobal.com/en/research-insights/experts/shukla-shuchita

    Learn more about our May 2024 economic update:
    https://tinyurl.com/5xuenr38
    Explore our library of S&P Global Market Intelligence podcasts:
    https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

    • 30 min
    Ep. 219 - The world's fastest growing economy: 10 minutes with an expert

    Ep. 219 - The world's fastest growing economy: 10 minutes with an expert

    We delve into the remarkable growth of Guyana's economy, which has been the fastest growing in the world for several years. Fueled by its booming oil and gas sector, Guyana's real GDP is projected to increase by 45% in 2024.
    Our senior economist provides insights into the factors driving this growth, including the rise in oil production and the government's focus on infrastructure and economic diversification. We also discuss the potential impact on inflation, foreign direct investment, and the stability of Guyana's currency. Join us to gain valuable insights into the forces shaping Guyana's economy and the opportunities it presents for businesses.
    Featured expert:
    Nicolás Suárez, senior economist, S&P Global Market Intelligence
    https://www.spglobal.com/en/research-insights/experts/suarez-nicolas
    Read our blog post on Guyana's economy:
    https://www.spglobal.com/marketintelligence/en/mi/research-analysis/the-worlds-fastest-growing-economy.html?utm_source=GIA&utm_medium=blog&utm_campaign=secontent&utm_id=PC024015

    Explore our library of S&P Global Market Intelligence podcasts:
    https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/
     
     
     

    • 14 min
    Ep. 218 - PMI in Focus: Update on inflation and a new PMI survey

    Ep. 218 - PMI in Focus: Update on inflation and a new PMI survey

    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
    Explore our library of S&P Global Market Intelligence podcasts:
    https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/
     

    • 19 min

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