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, taken from a July 15 webinar, S&P Global Market Intelligence economists discuss the latest shifts in the global macroeconomic outlook, including the resilience of the US economy, China's growth profile, political and fiscal developments in Latin America, and Europe's cautious recovery amid persistent energy, trade and consumer-demand headwinds.
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In this episode of The Decisive, host Kristen Hallam shares highlights from a July 15 webinar on how Gulf Cooperation Council economies are adapting to trade disruption, infrastructure risk and shifting growth priorities. S&P Global Market Intelligence experts Kevjn Lim, Chris Rogers and Jamil Nayyem join Ralf Wiegert to discuss how the region is moving beyond immediate disruption toward longer-term questions about resilience, ...
In this episode of The Decisive, host Paul Smith is joined by senior economists Andrew Harker and Phil Smith to discuss the latest signals from the global Purchasing Managers' Index™ (PMI™) data and what they reveal about the direction of the world economy.
The conversation revisits key themes from the previous PMI episode, including stockpiling, uncertainty, supply chain disruption and inflation risks linked to the tens...
In this episode of The Decisive, host Kristen Hallam speaks with Ken Wattret, vice president of global economics at S&P Global Market Intelligence, about frequently asked client questions on the recent oil shock, the conflict in the Middle East and the possible implications for the global economy.
The conversation was originally recorded on May 12 and considers how the jump in crude prices compares with past oil shocks, why the...
At midyear 2026, agility is no longer just a strategic advantage — it is a requirement for navigating structural change. In part two of this two-part series, The Decisive host Kristen Hallam continues the conversation with S&P Global Market Intelligence experts Ken Wattrett, Laurence Allan and Eric Johnson to explore how AI is showing up across the three strategic themes for 2026 outlined in the Age of Agility report.&nbs...
At midyear 2026, volatility is no longer the backdrop — it is the operating environment. In this episode, host Kristen Hallam is joined by S&P Global Market Intelligence experts Ken Wattrett, Laurence Allan and Eric Johnson to revisit the Age of Agility strategic themes: shaky economic foundations, shifting asymmetric power and adapting to trade realities.
The panel examines what has changed for decision-makers heading in...
In this episode of The Decisive podcast, host Kristen Hallam shares highlights from a recent S&P Global Market Intelligence client webinar on the forces reshaping procurement strategy. The conversation explores how prolonged disruption in the Middle East is moving beyond energy markets and into broader supply chains, affecting shipping, chemicals, metals and industrial inputs.
S&P Global Market Intelligence experts Emily Cr...
AI is reshaping more than software — it's putting intense pressure on the global semiconductor supply chain. In this special cross-post from Data & Dimensions, The Decisive brings you a timely conversation on how surging demand for AI infrastructure is driving a shortage of DRAM memory, raising costs across consumer technology, and forcing companies to rethink production, pricing, and inventory ...
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 and rising strategic tension across North America. With trilateral trade reaching roughly $1.8 trillion in the 12 months to August 2025, the stakes are high for governments, investors, and manufacturers alike as the 2026 review process unfolds.
Drawing on insights from S&a...
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 energy prices, sticky inflation, and change at the helm of the Federal Reserve.
US GDP growth held up well in 2025, even as businesses and households faced historically high tariffs, volatility in financial markets and elevated uncertainty. This year brings a new source of risk:...
Artificial intelligence is no longer a future story — it is already shaping how companies invest, how governments respond, and how labor markets evolve. But adoption is unfolding unevenly, with major differences across sectors, firm sizes, and regions.
In this episode, taken from a May 13 client webinar, we take a global look at the realities of AI adoption and its economic consequences. The discussion spans developed markets...
In this May 2026 episode of The Decisive Podcast, S&P Global Market Intelligence economists Paul Smith, Eleanor Dennison, and Andrew Harker dissect the latest Purchasing Managers' Index (PMI) data to reveal how ongoing geopolitical tensions in the Middle East are reshaping the global economic landscape. The team explores the ripple effects of supply chain disruptions, energy price surges, and heightened uncertainty on both manu...
In this episode of The Decisive, host Kristen Hallam explores the murky world of maritime identity manipulation—a growing threat that's reshaping global shipping, sanctions enforcement, and international trade. Joined by maritime risk and compliance expert Jeremy Domballe, Kristen unpacks how vessels can alter their digital, physical, and legal identities to operate undetected on the world's oceans.
From "zombie ships" reusin...
The global economy is facing its weakest growth outlook since 2009. What happens when geopolitical conflict collides with an already fragile energy market?
In this episode of The Decisive, we examine the cascading macroeconomic impacts of recent global disruptions and the resulting negative supply shocks that have forced economists to revise their forecasts. With global real GDP growth downgraded to just 2.4% and inflation projecti...
As pivotal elections approach in the United States, Brazil, and Ethiopia, global businesses are navigating a rapidly evolving landscape of risks and opportunities. In this episode of The Decisive Podcast, host Kristen Hallam is joined by S&P Global Market Intelligence experts John Raines (Head of North America Country Risk), Rafael Amiel (Head of Latin America Economics), and Jordan Anderson (Principal Analyst, Sub-Saharan Afri...
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 electronics and semiconductor landscape through 2026—taken from a March 12 client webinar.
Yan explains why memory remains a big source of procurement and pricing anxiety, with tightness persisting in both advanced and conventional memory as suppliers shift capacity towar...
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" commodities environment—with steady but subdued global growth, rising volatility, and a deepening flight to safety that's pushing risk premiums across key markets.
Jason, a senior economist in the Pricing and Purchasing team, connects macroeconomic signals to real-world pric...
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