The Decisive Podcast: Insights and analysis to empower confident decision-making.
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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, tra...
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DRAMageddon: What AI Demand Means for Gaming Hardware Supply Chains
AI is reshaping more than software — it's putting intense pressure on the global semiconductor supply chain. In this special cross-post from Data & Di...
From Free Trade to Managed Trade: The Next Phase of USMCA
In this episode of The Decisive Podcast, we examine the future of the US-Mexico-Canada Trade Agreement at a moment of heightened political uncertainty...
Resilience Tested: What's at Stake for the US Economy
In this episode, taken from our May 19 client webinar, our economists unpack a high-stakes U.S. macro outlook shaped by geopolitical conflict, higher...
How AI Investment Is Influencing Labor Dynamics
Artificial intelligence is no longer a future story — it is already shaping how companies invest, how governments respond, and how labor markets evolv...
PMI in Focus: Stockpiling and the Shadow of Stagflation
In this May 2026 episode of The Decisive Podcast, S&P Global Market Intelligence economists Paul Smith, Eleanor Dennison, and Andrew Harker dissect th...
Fake IDs on the High Seas: How Bad Actors Evade Detection
In this episode of The Decisive, host Kristen Hallam explores the murky world of maritime identity manipulation—a growing threat that's reshaping glob...
State of Shock: Economic Impacts of Middle East Conflict
The global economy is facing its weakest growth outlook since 2009. What happens when geopolitical conflict collides with an already fragile energy ma...
Governance Stress Tests: Key Elections in 2026
As pivotal elections approach in the United States, Brazil, and Ethiopia, global businesses are navigating a rapidly evolving landscape of risks and o...
How Supply Constraints Are Defining Electronics Pricing
In this episode of The Decisive Podcast, host Kristen Hallam is joined by S&P Global Market Intelligence economist Yan Hoong for an outlook on the ele...
Risk On: The Macro Environment for Moving Metals Prices
In the first episode of season 6 of The Decisive podcast, S&P Global Market Intelligence's Jason Kaplan unpacks why 2026 is shaping up as a "risk-on"...
Logistics Finds a Way: Lessons in Supply Chain Resilience
In our last episode of Season 5, host Kristen Hallam sits down with Chris Rogers, S&P Global Market Intelligence's head of supply chain research, to a...
Critical Minerals at a Crossroads: Navigating Supply, Demand, and Geopolitics
As the global transition to clean energy, advanced technology, and artificial intelligence accelerates, the demand for critical minerals—including cop...
PMI in Focus: Turning Timely Economic Signals Into Strategy
In this episode of The Decisive Podcast from S&P Global Market Intelligence, host Paul Smith, Economics Director, is joined by fellow economists Sian...
Cooling, Not Crashing: Analyzing the US Labor Market
The US labor market is no longer running hot — but it isn't freezing up, either. In this episode of The Decisive, S&P Global Market Intelligence econo...
Ballots and Balance: Asia's Shifting Political Map
A wave of landmark elections across Japan, Thailand, and Bangladesh is reshaping the political map of Asia—and creating new signals for investors, mul...
Resilience in the Global Economy: Growth Amid Volatility
In this episode of The Decisive, Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, assesses the global macroeconomic...
Mapping Geopolitical Volatility: Global Impacts From Venezuela and Iran
In this episode, taken from a Feb. 4 client webinar, host Kristen Hallam, along with experts John Raines, Jack Kennedy, and Jeffery McElroy, dive into...
Agentic AI Gives Data a Voice in Supply Chain Management
Agentic AI can move supply chains from reactive "triage" to smarter, faster decision-making. In this episode of The Decisive, S&P Global Market Intell...
Stablecoin Adoption: The Next Wave
Stablecoins are designed to keep a steady value—by pegging to a reserve asset like the US dollar—while delivering the speed and lower cost of blockcha...
Federal Reserve in Focus: Rates, Risks, and the Road Ahead
The US Federal Reserve is always in the spotlight, and that spotlight is brighter than ever in 2026.
In this episode of The Decisive, economist...
Taking Costs Out, Putting Value In: Shipping Strategies in Focus at TPM26
As global trade faces unprecedented disruption, shippers must rethink everything from cost containment to risk management. In this episode of the Deci...
Fiscal Fragilities in the Global Economy
In this episode of The Decisive Podcast, host Kristen Hallam engages in an insightful discussion with Ken Wattret, Vice President of Global Economics...
Top 10 Insights Shaping the 2026 Economic Outlook
In our final episode of 2025, host Kristen Hallam is joined by S&P Global Market Intelligence economists Ken Wattret, Ben Herzon, Hanna Luchnikava-Sch...
It's Beginning to Look a Lot Like... the Economic Outlook for US Consumer Spending
In this episode of The Decisive Podcast, host Kristen Hallam dives into the intricacies of U.S. consumer spending as the holiday season approaches. Jo...
Optimism and Uncertainty: The 2026 US Economic Outlook
In this episode of the Decisive Podcast, host Kristen Hallam engages with economists from S&P Global Market Intelligence to unpack the U.S. economic o...
The Age of Agility: Key Themes for 2026
If 2025 was a year of seismic shifts, 2026 will be a year of recalibration to both the aftershocks and the new disruptions we expect to trade patterns...
PMI in Focus: Global Business Outlook and AI Sentiment
Host Paul Smith is joined by senior economists Pollyanna de Lima and Andrew Harker to explore the latest trends in Purchasing Managers' Indices (PMI)...
Frequently Asked Questions About the Global Economy
In this episode, our experts answer your most frequently asked questions about the global economy, analyzing key trends as we approach 2026.
Ho...
Charting a New Course for Asia's Shipbuilding Powerhouses
The shipping industry has faced a seismic shift following the U.S. Trade Representative's finalization of port fees targeting Chinese-built, operated...
Reshoring Potential: Indonesia and Malaysia in Global Supply Chains
As we approach the end of 2025, companies are starting to move beyond calculating tariff rates and to think develop long-term strategies for their sup...
Mapping Political Volatility: Elections, Unrest and Instability in Key Regions
In this episode of the Decisive Podcast, host Kristen Hallam leads a compelling discussion on the rising political volatility across various regions,...
Forecasting the US Economy in Uncertain Times
In this episode of The Decisive Podcast, host Kristen Hallam engages in an insightful discussion with Ben Herzon, co-head of US Economics at S&P Globa...
New Pathways to Economic Growth in Emerging Markets
In this insightful episode of The Decisive, host Kristen Hallam leads a comprehensive discussion on the current landscape of emerging markets, explori...
Evolving Military Strategies: Insights from the Middle East and Ukraine
In this episode of the Decisive Podcast, host Kristen Hallam engages with S&P Global Market Intelligence experts Jack A. Kennedy and Sascha Ostanina t...
Gear Up for Price Pressures in Machinery and Equipment
In this episode of The Decisive podcast, host Kristen Hallam introduces senior economist Maxwell Clarke, who explores the world of machinery and equip...
PMI in Focus: Economic Signals in the Middle East and Asia
In this episode of The Decisive Podcast from S&P Global Market Intelligence, host Andrew Harker, alongside economists David Owen and Usamah Bhatti, pa...
Inflation Dynamics in an Uncertain World
In this episode of The Decisive Podcast, host Kristen Hallam is joined by Ken Wattret, Vice President of Global Economics at S&P Global Market Intelli...
Zombies at Sea and Other Deceptive Shipping Practices: Maritime State of Play
In this episode of The Decisive podcast, host Kristen Hallam engages with Jeremy Domballe, Product Director of Maritime Intelligence and Risk, to expl...
Searching for Value Amid Uncertainty: A Sneak Peek at Inland 25
In this episode of The Decisive Podcast, host Kristen Hallam covers the upcoming Inland Distribution Conference, also known as Inland25, scheduled to...
Wired Together: ASEAN Economies and Electronics
In this episode of The Decisive Podcast, guest host Tommy McCartin, Principal Economist on the Pricing and Purchasing team, dives deep into the implic...