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

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
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Steel prices are weak, and that makes it a buyer's market. 
What's fueling that weakness? How long will it last? Where is demand strongest?
Our expert provides insights into steel markets, including those for carbon steel and electrical steel, that will inform purchasing decisions now and into the future.  
Featured expert: 
John Anton, Director, Pricing and Purchasing, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/anton-john.html
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Climate-related effects have been augmented by weather phenomena such as El Niño in certain geographies. This is impacting agricultural production while hampering policymakers’ ability to contain food prices.  Countries such as India and Indonesia resorted to restricting exports of rice and palm oil in 2023 to prevent domestic civil unrest and inflation, chafing some trading partners. Russia’s withdrawal from the Black Sea Grain Initiative and the shipping disruptions in the Red Sea show the increased vulnerability of food supply chains to geopolitical events. 
In part two of our two-part series on global food security, we will cover how higher food prices influence overall inflation, the impact of food security risks on jobs and the workforce, the potential for social unrest, and how governments are responding. 
Featured experts:
Carlos Cardenas, head of Latin America Insights and Analysis
https://www.spglobal.com/en/enterprise/experts/cardenas-carlos.html
Hanna Luchnikava-Schorsch, principal economist, Asia Pacific Economics
https://www.spglobal.com/en/enterprise/experts/luchnikava-schorsch-hanna.html
Ronel Oberholzer, head of sub-Saharan economics

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

Climate-related effects have been augmented by weather phenomena such as El Niño in certain geographies. This is impacting agricultural production while hampering policymakers’ ability to contain food prices. 
Countries such as India and Indonesia resorted to restricting exports of rice and palm oil in 2023 to prevent domestic civil unrest and inflation, chafing some trading partners. Russia’s withdrawal from the Black Sea Grain Initiative and the shipping disruptions in the Red Sea show the increased vulnerability of food supply chains to geopolitical events. 
In part one of our two-part series on global food security, we will discuss the role of three key regions in the global food supply chain, the impact of the El Nino weather pattern, who benefits from higher food prices, and who will pay the costs. 
Featured experts:
Carlos Cardenas, head of Latin America Insights and Analysis
https://www.spglobal.com/en/enterprise/experts/cardenas-carlos.html
Hanna Luchnikava-Schorsch, principal economist, Asia Pacific Economics
https://www.spglobal.com/en/enterprise/experts/luchnikava-schorsch-hanna.html
Ronel Oberholzer, head of sub-Saharan economics

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