Economics & Country Risk | An S&P Global Market Intelligence Podcast S&P Global Market Intelligence
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Our experts provide a 360-degree perspective across countries, risks, industries, and commodities to ensure you make the best possible decisions.
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Ep. 209 - PMI in Focus: Insights on Romania, supply chain, and more
In their first podcast of the year, our Purchasing Managers' Index team of economists provide insights on the impact of Red Sea shipping disruptions on supplier delivery times and where those effects are being felt the most. They also discuss the latest data on manufacturing and construction in the eurozone, through the prism of Greece and Italy.
The team also unveils our newest PMI dataset, on Romania's manufacturing sector.
Featured experts:
Paul Smith, Director, Economic Indices, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/smith-paul.html
Andrew Harker, Director, Economic Indicators & Surveys, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/harker-andrew.html
Eleanor Dennison, Economist, Economic Indicators & Surveys, S&P Global Market Intelligence
Discover more PMI insights here:
https://www.spglobal.com/marketintelligence/en/mi/research-analysis/pmi.html
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Ep. 208 - The global cocoa trade
If you’re a chocolate lover, you probably eat up headlines declaring how good it is for your health. You may also get alarmed by news stories of supply shortages or disruptions. But where does it come from and what route does it take to get to you?
In this episode, our experts reveal who the biggest players are in the global cocoa trade. (Spoiler alert: Switzerland is not the biggest exporter of chocolate.) They also discuss the trade in finished chocolate products, marzipan and jellybeans and which countries have the biggest appetite for sweets.
Featured experts:
• Anna Rybicka, senior economist, trade forecasting
• Agnieszka Maciejewska, economic associate director, trade forecasting
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Ep. 207 - Five elections to watch in 2024
National interest objectives will influence reordering of relationships between countries and in multilateral forums, impacting global challenges, flows of trade and investment. Countries will cooperate where objectives align, and areas of competition will likely increase. How faster-growing economies exercise their rising economic and geopolitical influence will be key.
An important indicator underlying the direction of these risks in 2024 will be the outcome of dozens of scheduled elections. In this episode, we look at five of these elections outside the US: India, South Africa, the European Union, the UK, and Mexico. We selected these polls because they touch on the economic fragility we see in the world, and, outside the US, are most likely to impact business.
Featured experts:
• Deepa Kumar, Head of Asia-Pacific Country Risk
• Laurence Allan, Head of European Insights and Analysis
• Jose Enrique Sevilla-Macip, Senior Analyst for Latin America
• Lange Malimela, Head of Country Risk, sub-Saharan Africa
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Ep. 206 - US economic predictions in an election year
In our first episode of 2024, we talked about our top 10 predictions for the global economy in the coming year. In this episode, we unveil our U.S. regional economic predictions for 2024, a year of uncertainty as Americans prepare for elections in November.
You’ll hear about our expectations for the unemployment rate, job growth, consumer price index inflation, real wage increases, domestic migration and housing affordability. We’ll also discuss where we expect to see the biggest changes and how US economy 2024 trends could influence voters at the ballot box. Which indicators will our experts be watching as they track these trends in the runup to the election?
Featured experts:
Karl Kuykendall, Associate Director, US Regional Economic Service, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/kuykendall-karl.html
John Raines, Principal Global Risks Adviser and Head of North America, Economics & Country Risk, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/raines-john.html
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Ep. 205 - Logistics rewired: The world's largest ocean container shipping event
One of our key themes for 2024 is logistics rewired. At the world's largest ocean container shipping event, TPM, shippers and their transportation providers will have plenty to talk about. Navigation restrictions on the Panama Canal, rerouting from the Red Sea to avoid attacks from Houthi militants, the persistent issue of overcapacity.
How is the shipping industry responding to these shocks and what impact could we see on trade and the global economy?
Featured expert:
Mark Szakonyi, Executive Editor, JOC, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/szakonyi-mark.html
Join us at #TPM24, March 3 - 6, where these issues will be discussed in depth. Learn more: https://ow.ly/ukhj50QB67B
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Ep. 204 - Regional construction outlooks for 2024
In this episode, our experts provide regional insights into construction markets around the globe. Learn more about what's impacting construction spending in North and South America, Western and Eastern Europe, Asia-Pacific, and the Middle East and Africa.
This deeper dive into regional themes for 2024 follows our previous episode on the global outlook for contruction spending and illustrates the economic fault lines we see in this disjointed world.
Featured experts:
Jeannine Cataldi, associate director, Global Construction Group, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/cataldi-jeannine.html
Amandeep Bahra, Senior Economist, Global Construction, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/bahra-amandeep.html
Neo Sibiya, Senior Economist, Global Construction, S&P Global Market Intelligence
Shing Tyan Lee, Senior Economist, Global Construction, S&P Global Market Intelligence
https://www.spglobal.com/en/enterprise/experts/lee-shing-tyan.html
Explore our full library of S&P Global Market Intelligence podcasts: https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/