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.
Episodes
In this episode of The Decisive Podcast, host Kristen Hallam is joined by S&P Global Market Intelligence experts Chris Rogers and John Raines to unpack the latest developments in U.S. tariffs and trade policy as of July 9.
With the U.S. administration's approach to leveraging tariffs as a negotiation tool, the experts assess recent agreements with countries like Vietnam, the U.K., and China, and the complexities surrounding ongoing...
How do you identify which markets present the best opportunity for growth, and which are especially vulnerable to fluctuating trade and tariff policies?
In this episode of The Decisive podcast, host Kristen Hallam uncovers the origin stories behind two tools created to address these key questions: the Strategic Opportunity Index (SOI) and the Trade and Tariff Vulnerability Index (TTV). Joining Kristen for this discussion are expert...
In this episode of The Decisive Podcast, host Kristen Hallam is joined by analysts Jacob Lees Weiss and Kevjn Lim to explore the intricate and rapidly shifting risk landscape in the Middle East and North Africa (MENA) region.
Recorded before significant military operations in Iran, the discussion explores nuclear negotiations between the US and Iran, the implications of potential sanctions, and the dynamics of Israeli military str...
In this episode of The Decisive Podcast, host Kristen Hallam is joined by Max Janthur, the product specialist for Port Performance, to delve into the critical issue of congestion at the world's ports. As global trade continues to evolve, understanding the role of ports becomes increasingly vital for economies and supply chains.
Max shares insights from the la...
In this episode of the Decisive Podcast, host Kristen Hallam dives deep into the complex world of the maritime shadow fleet, exploring its emergence and evolution since the introduction of the oil price cap on December 5, 2022. Joined by Ines Nastali, Senior Supply Chain Analyst at S&P Global Market Intelligence, the discussion covers how these oil tankers operate outside traditional regulatory frameworks, often evading sanctions i...
In this episode of The Decisive, we're sharing highlights from our US macroeconomic webinar on May 20, featuring expert commentary from our economics team at S&P Global Market Intelligence.
We dive deep into the forecast for the US economy, which faces a slowdown. Projected growth is expected to average just 0.8% per quarter in 2025, raising questions about the potential for a recession. We explain the anatomy of a recession, walki...
In this episode of The Decisive Podcast, host Kristen Hallam explores the complex landscape of tariffs under the current administration, focusing on the implications of Section 232 reviews. Joined by experts Chris Rogers and John Anton, the conversation covers the nuances of industry-specific tariffs that impact a wide range of sectors, from steel and aluminum to electronics and pharmaceuticals.
...In this episode of The Decisive podcast, experts from S&P Global Market Intelligence explore the complexities of global trade negotiations and their profound impact on geopolitical relationships. The panel discusses the objectives behind U.S. trade policy, including the implementation of tariffs as negotiation tools and their implications for job markets and elections.
In this episode of The Decisive Podcast, S&P Global Market Intelligence's Paul Smith is joined by fellow economists Andrew Harker and Annabel Fiddes to explore the latest findings from the Purchasing Managers' Index (PMI) data. The discussion focuses on the significant impact of recent tariff announcements on the global economy, with a particular emphasis on Asia.
In this episode of The Decisive Podcast, host Kristen Hallam dives into the transformative impact of artificial intelligence (AI) on the shipping and logistics industry.
Joined by industry experts Eric Oak and Eric Johnson, the discussion covers the distinctions between AI and automation, the current applications of AI in shipping, and the challenges companies face in leveraging this technology.
The conversation also touches on f...
Join host Kristen Hallam and a panel of experts as they discuss the growing concerns of domestic instability impacting countries around the globe. With a focus on the repercussions of the 2024 election cycle, the conversation explores how economic inequality, technological disruptions, and political polarization are reshaping social contracts between governments and citizens.
Listeners will gain valuable insights into the political...
In this insightful episode of The Decisive, host Kristen Hallam moderates a discussion on the potential impacts of the April 2 tariff announcements and their implications for global trade. Featuring expert analyses from S&P Global Market Intelligence's Ken Wattret, Aries Poon, Eric Oak, and Thomas McCartin, the episode explores how tariffs are reshaping supply chains, affecting domestic industri...
In this episode of The Decisive podcast, host Kristen Hallam dives deep into the intricacies of PIERS, the Port Import-Export Reporting System, with Brendan Neary, Product Manager in S&P Global's trade portfolio.
Together, they explore the evolution of PIERS data, its historical significance, and its vital role in understanding global trade flows. Brendan explains how the dataset has adapted to modern challenges, including the impa...
In this episode of The Decisive podcast, host Kristen Hallam engages in an insightful discussion with S&P Global Market Intelligence experts Shuchita Shukla and Dijedon Imeri about the implications of potential U.S. tariffs on the European Union's economy.
Recorded shortly after significant tariff announcements by the US government, the episode delves into how these measures could reshape trade dynamics, impact growth forecasts, a...
The episode of The Decisive, taken from a March 20 webinar, features insights from experts including Ken Wattret, Ben Herzon, Arlene Kish, Nicolas Suarez, Timo Klein, and Hanna Luchnikava-Schorsch. The panel of economists discusses evolving economic and trade policies and their implications across various regions.
Listeners gain a comprehensive understanding of the current economic policies in the U.S., Canada, Mexico, Germany,...
In this episode of The Decisive Podcast, host Kristen Hallam discusses the hot topics from the recent Transpacific Maritime, or TPM, conference with Mark Szakonyi, executive editor of The Journal of Commerce, and Chris Rogers, head of supply chain research at S&P Global Market Intelligence.
Mark and Chris provide insights on the effects of proposals by the US government such as tariffs, the innovative Gemini shipping model, and wh...
In this episode of the Decisive Podcast, host Paul Smith, alongside economists Andrew Harker and Joe Hayes, reveals the latest trends and insights from the Purchasing Managers' Index (PMI) data, with a particular focus on the impact of tariffs on global manufacturing.
The economists highlight the contrasting performance of the U.S., Canadian, and Mexican manufacturing sectors, exploring how tariffs have influenced export orders, in...
In this episode, host Kristen Hallam dives into the complexities of global security hotspots and their profound effects on marine cargo with expert insights from Columb Strack, Head of Global Cargo Risk at S&P Global Market Intelligence.
Kristen and Columb explore the repercussions of geopolitical conflicts, including the Russia-Ukraine war and its impact on Black Sea trade dynamics, as well as the challenges posed by Middle East ...
In this episode of the Decisive Podcast, host Kristen Hallam leads a discussion of key takeaways from TPM25, the world's largest container shipping converence, which recently took place in Long Beach, Calif.
Kristen interviews S&P Global Market Intelligence's Natznet Tesfay, Vice President and Head of Insights and Analysis, and Jack A. Kennedy, Head of Middle East North Africa Country Risk, who each spoke at the conference this ...
In this episode of the Decisive Podcast, host Kristen Hallam interviews Economics Director Arlene Kish about the outlook for the Canadian economy and the potential impact of US tariffs and reciprocal Canadian tariffs.
Should you stock up on maple syrup? Which industries could be most impacted? How is domestic political uncertainty affecting business investment and other aspects of the economy? "Expect the unexpected," Kish says.
Li...
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