The Decisive Podcast: Insights and analysis to empower confident decision-making.

S&P Global Market Intelligence
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The Decisive Podcast: Insights and analysis to empower confident decision-making.

Whether you're a business leader, investor, or simply curious about the forces shaping our world, The Decisive podcast is here to provide you with the knowledge you need to stay ahead. Join our team of seasoned Market Intelligence analysts as they explore the ever-changing landscape of maritime, trade and supply chain, economics and country risk.

  1. HACE 3 DÍAS

    Port A to Port B: Get Ready for The World's Biggest Container Shipping Conference

    In this episode, Peter Tirschwell, founder and chair of TPM, the world's largest container shipping conference, discusses the industry dynamics informing the agenda for the meeting.  Tirschwell, who is responsible for all content appearing in Journal of Commerce publications and events, highlights the evolving landscape of transportation logistics, key challenges facing the sector, and the anticipated responses of shippers and carriers to disruptions.  Listen now and gain valuable perspectives on the program for the TPM event, which begins March 2, 2025, in Long Beach, Calif.  Learn more about TPM More S&P Global Market Intelligence Content: Brief ILA strike alters once-placid labor landscape on East, Gulf coasts Maersk rules out Suez Canal routings for Gemini launch Supply chain strategies to mitigate tariffs Credits: Host: Kristen Hallam Guest: Peter Tirschwell Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr

    38 min

  2. 16 NOV

    PMI in Focus: Global Economic Trends and Consumer Sentiment

    Join economists Paul Smith, Andrew Harker, and Maryam Baluch in this episode of The Decisive podcast as they delve into the latest trends in the global economy. They discuss the upcoming Flash PMI data releases for key countries, including the U.S., Eurozone, and India, and analyze the current performance of various sectors, particularly manufacturing and services. The panel also explores consumer sentiment in the U.K. and the challenges facing the automotive industry in Germany. Tune in for valuable insights into economic growth and inflationary pressures as they highlight key data points and sector performances from around the world. More S&P Global Market Intelligence Content: Global trade remains in contraction at start of fourth quarter PMI surveys record faster global economy growth in October as confidence revives Sign up for the new Economies in Flux newsletter Credits: Host: Paul Smith Guests: Andrew Harker, Maryam Baluch Produced By: Valentino Alfred, Darren Rose Edited By: Kristen Hallam Published With Assistance From: Sophie Carr

    18 min

  3. 9 NOV

    The Global Economy: Region by Region

    In this episode, our global economist, Ken Wattret, leads a discussion with economists from S&P Global Market Intelligence about the economic landscape. They cover key themes, including moderating inflation, easing monetary policy, and the likelihood of a soft landing in the US.  They delve into the performance of major economies, with insights on the U.S. labor market, manufacturing sector weaknesses, and the implications of China's economic slowdown. The episode also highlights regional forecasts for Europe, Asia Pacific, and Latin America, addressing potential risks and the impact of oil prices on inflation. Listen now. More S&P Global Market Intelligence Content: Global economic outlook: October 2024 Developed economy growth slips to six-month low US Halloween candy spending to surpass of $4 billion in 2024 Credits: Host: Ken Wattret Guests: Pat Newport, Diego Iscaro, Andy Birch, Hanna Luchnikava-Schorsch, Paula Diosquez-Rice Produced By: Debbie Taylor, Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr

    36 min

  4. 2 NOV

    Supply Chains for the Energy Transition

    Explore the critical intersection of energy transition and supply chains. Our experts discuss how supply chains are essential for transporting vital resources like critical minerals while also managing their own emissions. Delve into the challenges of achieving supply chain resilience amid geopolitical tensions and evolving regulatory landscapes. Understand the importance of enhanced visibility in supply chains and the need for innovative solutions to meet sustainability goals. Tune in to uncover insights on the future of energy transition and its implications for global supply chains. More S&P Global Market Intelligence Content: The Decisive | Episode 4 - Metal mayhem in the supply chain The Decisive | Episode 8 - Container Port Performance Index The impact of solar power equipment tariffs on global supply chains Credits: Host: Susan Minio Guests: Jenny Paurys, Chris Rogers, Guy Sear, Jonathan Ablett  Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Susan Minio, Sophie Carr

    27 min

  5. 26 OCT

    2024 Holiday Sales: Trick or Treat?

    In this spirited episode of The Decisive podcast, host Kristen Hallam dives into the fascinating world of Halloween sales and their implications for supply chains and the US economy.  Experts from S&P Global Market Intelligence explore the current landscape of U.S. candy sales amid rising input costs and shifting consumer preferences. Gain insights into supply chain dynamics and the impact of recent economic trends as the guests examine how inflation, consumer sentiment, and early holiday promotions shape the market.  More S&P Global Market Intelligence Content: US Halloween candy spending to surpass of $4 billion in 2024  Halloween supply chain activity booms US back-to-school sales to exceed $1 trillion in 2024 Credits: Host: Kristen Hallam Guests: Chris Rogers, Michael Zdinak Produced By: Kristen Hallam Edited By: Resonate Recordings, Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun

    23 min

  6. 19 OCT

    The EU's Corporate Sustainability Due Diligence Directive

    In this episode of The Decisive podcast, host Kristen Hallam is joined by analysts Dijedon Imeri and Louise Alestam to explore the European Union's Corporate Sustainability Due Diligence Directive. Dijedon and Louise discuss the regulation's implications for businesses operating in Europe, including compliance requirements and potential penalties for noncompliance. The conversation delves into the historical context, anticipated challenges, and the impact on global supply chains, particularly for companies reliant on international suppliers.  Tune in for insights on navigating the evolving regulatory landscape and preparing for the directive’s implementation by January 2027. More S&P Global Content: Three storms, three shortages: Supply chains wrestle to react to storms The Decisive | Episode 17 - The G20 in a Disjointed World Typhoon Yagi causes steep drop in Vietnamese manufacturing production in September Credits: Host: Kristen Hallam Guests: Dijedon Imeri, Louise Alestam Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun This content was published by S&P Global Market Intelligence and not by S&P Global Ratings, which is a separately managed division of S&P Global.

    20 min

  7. 12 OCT

    Labor's Long Road

    As commodity prices undergo rapid corrections, the labor market is experiencing a slower recovery. While conditions are improving for employers, wage growth remains sluggish due to high interest rates and reduced hiring optimism. Regions like Europe and North America face persistent challenges, including an aging workforce and structural skill shortages. Despite some areas of stability, such as in Mexico, the overall outlook suggests a cautious approach to hiring as businesses navigate these complexities. The labor market may tighten again as demand picks up, but for now, the path to normalcy is still a long one. Credits: Host: Kristen Hallam Guests: Emily Crowley, Director of Pricing and Purchasing, S&P Global Market Intelligence Produced By: Kristen Hallam, Susan Minio Published With Assistance From: Susan Minio, Sophie Carr, Feranmi Adeoshun

    17 min

  8. 5 OCT

    Made in Europe

    In this episode of the Decisive podcast, host Kristen Hallam is joined by David Vagenknecht and Shuchita Shukla from S&P Global Market Intelligence to explore the constraints facing the European Union's industrial sector and the potential for an industrial upcycle. They discuss the aftermath of the pandemic and the Russia-Ukraine war, highlighting persistent supply-side bottlenecks, including labor shortages and high production costs. Although some improvements have been noted, particularly in commodity prices and delivery times, demand for European goods remains weak, especially in heavy industries like construction and automotive. The conversation delves into the uneven recovery across different sectors, the impact of geopolitical tensions, and the structural challenges posed by reduced gas imports and global competition, particularly from China.  More S&P Global Content: Flash eurozone PMI top five takeaways: Heightened risk of economy facing hard landing Credits: Host: Kristen Hallam Guests: David Vagenknecht, Shuchita Shukla Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun

    16 min
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Whether you're a business leader, investor, or simply curious about the forces shaping our world, The Decisive podcast is here to provide you with the knowledge you need to stay ahead. Join our team of seasoned Market Intelligence analysts as they explore the ever-changing landscape of maritime, trade and supply chain, economics and country risk.

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