26 September 2024 29:57 William Cassidy Eric Johnson
In this episode of The Decisive Podcast, host Kristen Hallam delves into the upcoming Inland Distribution Conference, featuring insights from...
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Customer LoginsPodcasts from S&P Global – The Decisive
Economics & Country Risk and Maritime & Trade Talk have merged into The Decisive Podcast
Our experts provide 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 analysts as they explore the ever-changing landscape of maritime, trade and supply chain, economics and country risk.
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Latest Podcasts
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19 September 2024 24:24
As the world's most populous country, India faces unique opportunities and challenges in maximizing its labor potential for economic growth.
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14 September 2024 20:38 Paul Smith, Ph.D. Tim Moore Andrew Harker
In this episode of The Decisive Podcast, host Paul Smith is joined by senior economists Andrew Harker and Tim Moore to explore the latest trends...
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07 September 2024 37:55 Lawrence Nelson
Brush up on how U.S. monetary policy works as the September meeting of the Federal Open Market Committee approaches.
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31 August 2024 22:40 Michael Zdinak Chris Rogers
Dive into the critical back-to-school shopping season, a key retail period for U.S. consumers and businesses.
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22 August 2024 17:21 Anna Rybicka Agnieszka Maciejewska
Our experts tell the fascinating story of the trade in two beloved beverages: tea and coffee.
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10 August 2024 09:23 Ken Wattret
S&P Global Market Intelligence’s interpretation of this recent data suggests that fears of an imminent US recession and related expectations...
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01 August 2024 19:56 Bibianna Norek Diego Iscaro
Bibianna Norek and Diego Iscaro discuss the French election and its potential impacts on policymaking and the economy.
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29 July 2024 19:05 Scott Hazelton
In this episode of the Decisive Podcast, host Kristen Hallam sits down with Scott Hazelton, Consulting Director at S&P Global Market Intelligence...
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27 July 2024 29:59 Jan Gerhard Chris Rogers Raj Badiani
Jan Gerhard, Raj Badiani, and Chris Rogers from S&P Global Market Intelligence join host Kristen Hallam to discuss the new UK government and...
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20 July 2024 20:58 Paul Smith Andrew Harker
Economists Paul Smith and Andrew Harker use data from our Purchasing Managers Index surveys to provide insights and analysis on the performance...
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18 July 2024 13:29 John Anton Amanda Eglinton
"Chaos." That's how steel expert John Anton describes the market for the rest of this year in this episode of The Decisive Podcast.
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08 July 2024 26:52 Dijedon Imeri
Dijedon Imeri, principal analyst for Europe and CIS country risk at S&P Global Market Intelligence, joins host Kristen Hallam to discuss the...
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29 June 2024 12:19 Ben Herzon
Join host Kristen Hallam as she discusses the US macroeconomic outlook with Ben Herzon, Executive Director and Co-Head of U.S. Economics at S&P...
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22 June 2024 24:11 Langelihle Malimela
Welcome to The Decisive podcast, where our experts provide insights and analysis to empower confident decision-making. The Decisive merges the...
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08 June 2024 11:30 Harumi Taguchi Shuchita Shukla
In this episode, we delve further into the different narratives presented by central banks that are raising interest rates instead of cutting...
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01 June 2024 30:49 Ken Wattret Lawrence Nelson Diego Iscaro Harumi Taguchi Shuchita Shukla
Our economists share their perspectives on inflation, interest rates, and central bank policies. Gain valuable insights into the Fed's cautious...
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25 May 2024 14:34 Nicolás Suarez
We delve into the remarkable growth of Guyana's economy, which has been the fastest growing in the world for several years. Fueled by its booming...
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18 May 2024 19:34 Paul Smith David Owen Andrew Harker
In this episode, our expert economists dive into the world of Purchasing Managers' Index (PMI) data and its impact on global markets.
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11 May 2024 09:19 Natasha McSwiggan
Our banking risk experts provide insight into events impacting the financial sector in emerging markets each month
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04 May 2024 27:51 Chris Rogers
The chip industry sits at the nexus of national security and economic development policies. That has resulted in a race both in supporting national...
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27 April 2024 15:57 Ken Wattret
The prolongation of existing — and emergence of new — armed conflicts will likely remain a major source of geopolitical instability in the world...
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20 April 2024 29:54 Aries Poon Samuel Parkin Rafael Amiel
Companies are finding that supply chain disruption is not receding and the reliability of input, such as transportation is not returning to normal....
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13 April 2024 09:33
Global demand continues to tread water, with the construction and manufacturing sectors facing headwinds from high interest rates.
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12 April 2024 11:33 John Anton
Steel prices are weak, and that makes it a buyer's market.
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30 March 2024 24:57 Carlos Cardenas Hanna Luchnikava-Schorsch Ronel Oberholzer
Climate-related effects have been augmented by weather phenomena such as El Niño in certain geographies. This is impacting agricultural production...
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23 March 2024 23:10 Carlos Cardenas Hanna Luchnikava-Schorsch
Climate-related effects have been augmented by weather phenomena such as El Niño in certain geographies.
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17 March 2024 35:49 Paul Smith, Ph.D. Andrew Harker
In their first podcast of the year, our Purchasing Managers' Index team of economists provide insights on the impact of Red Sea shipping disruptions...
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09 March 2024 20:36 Anna Rybicka Agnieszka Maciejewska
If you’re a chocolate lover, you probably eat up headlines declaring how good it is for your health.
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02 March 2024 28:57 Deepa Kumar Langelihle Malimela Jose Sevilla-Macip Laurence Allan
National interest objectives will influence reordering of relationships between countries and in multilateral forums, impacting global challenges...
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24 February 2024 29:01 min Karl Kuykendall John Raines
Gain insights into US economy 2024 trends as we unveil regional economic predictions for the year as Americans prepare for elections in November...
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17 February 2024 18:03 min Mark Szakonyi
One of our key themes for 2024 is logistics rewired. At the world's largest ocean container shipping event, TPM, shippers and their transportation...
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03 February 2024 09:25 min Jeannine Cataldi
we share insights from our webinar on the global construction outlook for 2024.
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20 January 2024 18:51 min Chris Rogers
S&P Global Market Intelligence sees five key overlapping themes for the year ahead. In this episode, we explore the theme of supply chain resilience. ...
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13 January 2024 20:58 Laurence Allan
We see five key overlapping themes for the year ahead. In this episode, we explore the theme of geopolitical reordering.
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06 January 2024 18:55 min Ken Wattret
S&P Global Market Intelligence sees five key overlapping themes for the year ahead. In this episode, we will delve into the economic fault lines...
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16 December 2023 28:07 min Natznet Tesfay Eric Johnson Laurence Allan Ken Wattret
The global environment has still not settled onto a clear pathway toward a new stability.
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09 December 2023 10:50 min Michael Konidaris
Financial conditions in the US have tightened significantly of late, with a rapid jump in yields on longer-term Treasury securities, a material...
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02 December 2023 16:03 min Jeremy Domballe
Deceptive shipping practices began to emerge as a topic of interest in 2020, following guidance from the US Treasury Department.
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25 November 2023 23:02 min Veronica Retamales Burford William Farmer
Droughts and flood events in recent years have highlighted the importance of water as a strategic global resource.
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18 November 2023 20:34 Paul Smith, Ph.D. Pollyanna De Lima Andrew Harker
Our Purchasing Managers' Index team discusses key 2023 themes through the lens of economies in the Americas.
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11 November 2023 29:25 min Andrew Birch Lilit Gevorgyan Shuchita Shukla
Inflation was the economic bogeyman of 2022. Some Central European central banks believe they’ve banished the bogeyman and are cutting or preparing...
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04 November 2023 14:03 Anja Heimann
We share our outlook for commercial and residential construction in Europe.
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28 October 2023 14:34mins Jeannine Cataldi
Global construction outlook update
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23 October 2023 23:09mins Aries Poon Deepa Kumar Hannah Cotillon Anton Alifandi
Political change is coming to South and Southeast Asia.
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14 October 2023 23:54 min Michael Zdinak
Our forecast for US holiday sales is looking "delightfully average," according to Michael Zdinak, director, US economics, S&P Global Market Intelligence....
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07 October 2023 20:20 Chris Rogers
The supply chain story of 2023 so far has been one of normalization.
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30 September 2023 22:42 Lilit Gevorgyan
Is the impact of sanctions on Russia's economy finally being felt after the Ukraine invasion? What has supported Russia's economy during wartime?...
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23 September 2023 15:28 Scott Hazelton
The US market for home improvement was at an all-time high during the pandemic when many people were forced to live, work, and educate their...
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16 September 2023 21:05 Paul Smith, Ph.D. Andrew Harker Phil Smith
2023 has delivered some extreme weather events, from extreme heat in Southern Europe to a dry spell that affected crop yields in Southeast Asia...
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09 September 2023 23:05 Turloch Mooney
We all think of emissions when we’re stuck in traffic, cars idling all around us.
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02 September 2023 15:34 Langelihle Malimela
South Africa hosted this year’s heads of state summit for the BRICS countries — Brazil, Russia, India, and mainland China along with South Africa....
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26 August 2023 16:52 Alisa Strobel Archbold Macheka Langelihle Malimela Thea Fourie
Sub-Saharan Africa has a potentially important role to play in the global supply chain of critical minerals, having very sizeable reserves of...
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19 August 2023 22:45 Alex Kokcharov
The Russia Ukraine war grinds on after 18 months, shock waves are felt through financial and commodities markets. We discuss about the Russia...
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18 August 2023 24:36 min Chris Rogers
More products are being made in Mexico for the US market — a trend known as nearshoring. In our three-episode series on nearshoring to Mexico...
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05 August 2023 29:26 min Emily Crowley Johanna Marris
Building your manufacturing facility in Mexico can pay dividends. It can also pose risks to your business. How do companies weigh these factors...
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29 July 2023 28:02 min Rafael Amiel Jose Sevilla-Macip
In our three-episode series on nearshoring to Mexico, you will hear the story behind the attraction and how long the love affair may last. We’ll...
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22 July 2023 24:47 min Chris Rogers
Supply chains are almost back to normal in terms of activity, inventories and seasonality. Yet there are plenty of uncertainties in both government...
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15 July 2023 23:45 mins Paul Smith, Ph.D. Andrew Harker Jingyi Pan
Our Purchasing Managers' Index team compiles data for more than 40 economies around the world. In this episode, the economists explore the divergence...
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13 July 2023 23:01 mins Lindsay Newman Alex Kokcharov
The 74-year-old North Atlantic Treaty Organization, better known as NATO, is holding its summit in Vilnius, Lithuania, on July 11 and 12. The...
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07 July 2023 30:10 mins Todd C. Lee Bree Neff
In this episode - the third and final installment of our series on housing markets around the globe - we zero in on select markets in the Asia-Pacific...
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29 June 2023 26:40 mins Ralf Wiegert Jamil Naayem Ronel Oberholzer
House prices experienced sharp increases in most developed economies during the last decade as record-low interest rates supported demand for...
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17 June 2023 34:21 mins Patrick Newport Arlene Kish Anja Heimann
House prices experienced sharp increases in most developed economies during the last decade as record-low interest rates supported demand for...
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15 June 2023 40:20 mins Rafael Amiel Carlos Cardenas Ailsa Rosales Carlos Caicedo
President Luiz Inácio Lula da Silva is seeking to position Brazil, the largest economy in Latin America, as a country willing to expand and diversify...
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27 May 2023 30:08 mins Deepa Kumar Gauri Jauhar Ashima Tyagi
It’s a big year for India. It’s become the world’s most populous country. In September, it will host the G20 summit, at a crucial time for global...
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20 May 2023 22:28 mins Paul Smith, Ph.D. Andrew Harker Thea Fourie
Our Purchasing Managers' Index team compiles data for more than 40 economies around the world.
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13 May 2023 13:53 mins Jeannine Cataldi
What is driving construction spending in 2023? Our expert discusses the economic forces at play in various regions and shares our global outlook...
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11 May 2023 27:44 mins Byron McKinney
Russia has repeatedly stated that it will not work with the G7 oil price cap for crude oil that took effect in December 2022, or with the subsequent...
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03 May 2023 25:14mins John Raines Andrew Birch Jessica Leyland
On May 28, voters in Turkey went to the polls for a second time to choose their president after a vote two-weeks earlier proved inconclusive....
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15 April 2023 28:00 Chris Rogers
The year 2023 is a year of two halves for global supply chains. During second quarter 2023, a normalization of supply chain conditions will continue...
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09 April 2023 38:26 John Raines Jose Sevilla-Macip Kevjn Lim Bibianna Norek Langelihle Malimela
While the Russia-Ukraine war continues, violent incidents are occurring across the globe, including ongoing protests in Europe, terrorist attacks...
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10 March 2023 12:11 Thea Fourie
This episode will provide you with a deep dive into the uncertainty facing South Africa's economy in 2023. Our expert shares the top macroeconomic...
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19 November 2022 20:48 Paul Smith, Ph.D. David Owen Andrew Harker
Tune in for the latest trends seen in our Purchasing Managers Index data.
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09 November 2022 22:31 Theo Acheampong William Farmer
Having the United Nations Climate Change Conference, COP27, in Egypt naturally shines a spotlight on the policies African nations are considering...
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25 October 2022 19:28 mins Michael Zdinak Akshat Goel
Bargain hunting is coming back into fashion this holiday season as inflation drives up prices and inventories remain high for certain categories...
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22 October 2022 19:28 mins John Anton Thomas McCartin
Energy markets will be tight everywhere through the end of 2022 and start of 2023.
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01 October 2022 22:38 mins Martin Roberts Alisa Strobel William Farmer Jordan Anderson
Armed conflict has broken out in Ethiopia and insurgents have delayed the development of liquified natural gas facilities in Mozambique.
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24 September 2022 18:18 mins Scott Hazelton
Our expert talks about the five-year outlook for global construction and which markets are attractive for investment based on our regional data...
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17 September 2022 21:08 min Paul Smith Andrew Harker
Our economists discuss dominant themes through the lenses of our Purchasing Managers’ Index data sets.
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31 August 2022 17:25 mins John Anton Laura Hodges
How can you capture commodities price volatility in your supply contracts and mitigate your risk? Our experts discuss how to balance risk between...
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20 August 2022 31:35 mins Langelihle Malimela Theo Acheampong Martin Roberts Thea Fourie
A slowdown in food and oil prices could bring inflation down in the sub-Saharan African region in the coming months, although the downward path...
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30 July 2022 9:45 mins John Anton Deni Koenhemsi
Lumber prices have dropped sharply in recent months, leading other commodities down from the levels seen after Russia’s invasion of Ukraine.
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20 July 2022 21:17 Andrew Harker Ronel Oberholzer Thea Fourie
Inflationary pressures in the Sub-Saharan Africa region
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01 July 2022 44:30 min John Raines Jihane Boudiaf Alex Kokcharov Paul Hughes Ken Wattret
With a decrease in food outputs linked to the Russia Ukraine war, how are businesses and governments coping with rising food costs and the knock-on...
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25 June 2022 34:33 min John Raines Jordan Anderson
The influx of remote workforces, new technologies, and growing geopolitical tensions have created opportunities for cyber criminals and state...
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19 May 2022 21:09 min Paul Smith, Ph.D. Annabel Fiddes Andrew Harker
Local COVID-related lockdowns in mainland China, the war in Ukraine, labor shortages, and supply chain disruptions continue to negatively impact...
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02 April 2022 19:27 min Alisa Strobel Archbold Macheka Thea Fourie
Like most of the world, the Sub-Saharan African region is only slowly starting to recover from the full impact of the COVID-19 pandemic.
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19 March 2022 20:39 min Paul Smith, Ph.D. Joseph Hayes Andrew Harker
Our PMI (tm) team digs into the February PMI survey results which indicate waning impacts from COVID-19 on the services economies and large bounces...
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27 February 2022 14:41 min John Anton Maxwell Clarke
Pricing pressures on nonferrous metals have negatively impacted the machinery and equipment categories – specifically electrical machinery.
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26 February 2022 14:41 min John Anton John Mothersole
Our pricing and purchasing team digs in to understand how inflation, cost of good, labor costs, and commodity prices are going to fair in the...
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19 February 2022 15:35 min Thea Fourie Chris Suckling, Ph.D. Alisa Strobel
The US Federal Reserve is expected to start rate tightening in March. What will this mean for countries in Sub-Saharan Africa with less solid...
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12 February 2022 2:29 min Carlos Pascual Roger Diwan Paul McConnell Natznet Tesfay Deepa Kumar Laurence Allan David Li
Volatility shocks to a wide range of sectors will likely continue for much of the year ahead. Not only are global threats increasing, but they’re...
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03 February 2022 40:10 min John Raines Jose Sevilla-Macip Blanka Kolenikova Sophie Malin Lindsay Newman, Ph.D.
Immigration has quickly become one of the frontline issues affecting the stability of societies and economies. Our experts delve into the impact...
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25 January 2022 25:45 min Thea Fourie Martin Roberts Langelihle Malimela
Our sub-Saharan research team discusses the current political challenges connected to elections, and pre-elections, in South Africa and Nigeria....
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20 January 2022 20:19 John Anton Michael Dall
Following on a year of severe supply disruption including weather, trade challenges, and supply chain breakdowns, are chemical markets slowly...
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18 December 2021 40:19 Langelihle Malimela Theo Acheampong, Ph.D. Thea Fourie
Our Africa team explores how Africa and constituent countries fared through 2021 and then take us to 2022 and what they see in terms of economic...
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13 December 2021 23:35 Paul Smith, Ph.D. Andrew Harker Pollyanna De Lima Joseph Hayes
Our PMI research team discusses currency valuations, the impact of price pressures on business performance, and our latest survey results.
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04 December 2021 12:16 John Anton John Mothersole
The United States and the EU have agreed to Section 232 revisions that take effect on 1 January 2022. The new agreement is much like the quota-and-tariff...
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04 December 2021 12:16 John Anton John Mothersole
John Anton and John Mothersole sit down to break this big spend bill apart and help us get into the details of the impact to our supply chains...
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13 November 2021 18:13 Chris Suckling, Ph.D. Sian Jones
Our research team pulls back the curtain to talk through what they were seeing and watching in the data as this shortage came to the forefront....
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30 October 2021 28:41 Anna Boyd Natznet Tesfay Veronica Burford
The concept of social license to operate has been around for a long time in both mining and energy sectors. Many companies have established practices...
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25 October 2021 20:40 John Raines, Ph.D. Asad Ali Ludovico Carlino
Having defeated the Afghan government militarily and negotiated the departure of foreign forces from the country, the Taliban’s focus is now...
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21 October 2021 18:27 John Raines, Ph.D. Jonathan Ablett
Choices made today by consumers, corporations and governments are leading to consequences in the latter half of this century that determine whether...
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15 October 2021 36:56 Anton Casteleijn Theo Acheampong, Ph.D. Alisa Strobel Brian Lawson
Fintech is a major force shaping the structure of the financial industry in Sub-Saharan Africa and it is rapidly changing the competitive landscape....
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07 October 2021 17:12 Roderick Bruce Eva Renon
How complete is your risk profile? Looking at LNG projects in Mozambique and Tanzania
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28 September 2021 24:19 John Anton Emily Crowley Sophie Malin
Tight labor markets are causing issues for services and manufacturing industries around the globe. These labor shortages are creating and exacerbating...
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20 September 2021 37:30 Jordan Anderson Jihane Boudiaf Ailsa Rosales Diego Iscaro Petya Barzilska
In this episode, we look at how climate change is disrupting regional stability, shaping future policy, shifting economic growth and investment...
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13 September 2021 19:50 Paul Smith, Ph.D. Andrew Harker Usamah Bhatti
Malaysian factories suffered shutdowns in June due to the rise in Delta variant cases and, as of now, are still not operating at full capacity....
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08 September 2021 24:21 Langelihle Malimela Theo Acheampong, Ph.D. Thea Fourie
Hakainde Hichilema, the leader of the United Party for National Development, won the 12 August Zambian presidential election. In today’s episode...
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02 September 2021 17:39 John Anton Maxwell Clarke
What goes up for machinery, may not come down
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14 August 2021 39:30 Jack A. Kennedy Yasmine Ghozzi Ludovico Carlino
Often held up as the only democratic success story to come out of the Arab Spring, Tunisia has struggled through a decade of consistent unrest...
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07 August 2021 19:44 Paul Smith, Ph.D. Sian Jones Andrew Harker
What’s driving growth in manufacturing production around the globe? Our PMI economists join us to discuss what our PMI surveys are telling us...
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31 July 2021 19:54 mins John Mothersole John Bauman
After many choppy weeks for commodity markets, the transition in pricing is finally beginning.
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20 July 2021 21:43 Asad Ali John Raines, Ph.D.
The US recently announced a long-awaited withdrawal despite the fact that the Taliban is making advancements in the country. Progress on many...
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19 July 2021 28:07 Alisa Strobel Jordan Anderson Eva Renon Langelihle Malimela
Episode 97: Ethiopian election - Impacts to ongoing conflict and economic growth
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10 July 2021 10:59 Thea Fourie Langelihle Malimela Deepa Kumar
Episode 96: The impact of the Delta Variant in Southern Africa
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06 July 2021 14:13 Alexia Ash Carlos Caicedo
In today’s episode, we are once again talking about an incident that is highly unlikely to happen – it’s called a Realistic Disaster Scenarios...
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30 June 2021 18:07 Deni Koenhemsi John Anton Scott Hazelton
The news, and our podcasts, have been filled with stories about the dramatic rise in lumber prices – until 2 weeks ago when prices fell.
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19 June 2021 14:32 Thea Fourie Andrew Harker Alisa Strobel
Sub-Saharan Africa suffered a sharp economic contraction over the last year. Pandemic lockdowns, trade and supply Chain disruptions, and employment...
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11 June 2021 12:57 Alexia Ash Kevjn Lim
Episode 92: Realistic Disaster Scenarios: Iran regional war risk
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08 June 2021 13:41 John Anton John Mothersole
Episode 91: Commodities may have reached their peak - Looking at the signals
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02 June 2021 14:45 Thea Fourie Eva Renon Roderick Bruce Langelihle Malimela
Implications for Mozambique’s insurgency in the northern Cabo Delgado province
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22 May 2021 14:13 Thea Fourie Eva Renon Archbold Macheka
On the heels of Chad announcing it wanted to participate in the IMF-G20 debt restructuring initiatives, our Africa experts sit down to talk about...
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08 May 2021 16:17 Paul Bingham John Anton
Episode 88: Supply chain issues compound as freight woes continue
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06 May 2021 15:11 Lindsay Newman, Ph.D. Hanna Luchnikava-Schorsch Deepa Kumar
Episode 87: COVID-19 outbreak in India
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05 May 2021 28:16 Lindsay Newman, Ph.D. Sacha Baggili Jack A. Kennedy Ralf Wiegert, Ph.D. Jihane Boudiaf
It’s a divided and disparate recovery story across the MENA region depending on each country’s ability to access and provide vaccines to their...
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29 April 2021 22:32 Lindsay Newman, Ph.D. Dijedon Imeri Diego Iscaro Eoin Ryan
In this episode, our country risk and life science experts come together to talk about supply chain challenges, heightened protectionist moments...
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20 April 2021 15:17 John Anton Deni Koenhemsi
Lumber climbs sky-high
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11 April 2021 13:41 William Farmer Thea Fourie Lindsay Newman, Ph.D.
Episode 83 The geopolitical challenges of COVID-19 vaccine delivery Sub Saharan Africa
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06 April 2021 19:44 Chris Suckling, Ph.D. Thea Fourie Theo Acheampong, Ph.D.
Join our Sub-Saharan Africa team in their discussion on the debt relief efforts being offered by the IMF and the G20 to the region. Is it enough?...
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23 March 2021 11:57 John Anton
With steel prices hitting record highs, and supplies being tight in many regions, our Director of Pricing & Purchasing, John Anton, sits with...
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19 March 2021 29:40 Alexia Ash Carla Selman Johanna Marris Ailsa Rosales
Most of us discuss ECG at the corporate level, but what if we looked at the country level? Last year we launched a Sovereign ESG index to provide...
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16 March 2021 28:35 Lindsay Newman, Ph.D. Bree Neff Sophie Cairns Deepa Kumar
The Asia-Pacific region is well-placed in the coronavirus disease 2019 (COVID-19) vaccine rollout, with both India and China having sufficient...
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09 March 2021 7:44 Patrick Warren John Anton
Join John Anton and Patrick Warren from our pricing and purchasing team as they talk about the increases in packaging costs in the first half...
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23 February 2021 17:19 Rajiv Biswas Todd Lee Yating Xu Lei Yi
Episode 77: China’s Economic Outlook in the Year of the Ox
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20 February 2021 26:53 Natznet Tesfay Dr. Marie Lechler Alisa Strobel William Farmer Archbold Macheka Thea Fourie
One of the many fallouts from the Covid-19 pandemic is disruptions to global supply chains. As we start to restructure supply chains, our Sub...
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18 February 2021 26:53 Lindsay Newman Johanna Marris Rafael Amiel
Episode 75: Geopolitics of Covid-19 Vaccine role out: Latin America
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09 February 2021 18:03 Rajiv Biswas Lei Yi Yating Xu Angus Lam
While bond defaults are not uncommon in Mainland China, a few recent defaults have triggered a strong response. What makes these different? Well...
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02 February 2021 29:29 Rajiv Biswas
Episode 73: When will APAC economy recover? A regional outlook for 2021
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27 January 2021 15:58 Sophie Malin John Anton John Mothersole
Episode 72: Supply chain disruptions - Continued shortages in materials and labor
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09 January 2021 27:59 John Anton
In our first pricing focused podcast of 2021, John Anton talks about the very tumultuous steel market. While demand not back to pre-pandemic...
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04 January 2021 15:33 Johanna Marris John Raines, Ph.D.
Episode 69: Cargo and supply chain disruptions in Mexico
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23 December 2020 16:35 Brian Lawson Greta Butaviciute Alyssa Grzelak
Episode 68: Banking sector risks to watch in 2021
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15 December 2020 20:29 John Anton Michael Dall
Episode 67: Commodity prices in 2021 for key chemicals, plastics, and metals
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21 November 2020 15:52 Rajiv Biswas Angus Lam
Indonesia, the biggest economy in SE Asia and had been growing at a rapid pace. However, it has been suffering terribly since the beginning of...
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15 November 2020 27:59 John Anton John Mothersole
John Anton and John Mothersole join us for another wide-ranging discussion around the global metal’s markets. They start off discussing the impact...
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31 October 2020 37:23 Chris Suckling, Ph.D. Theo Acheampong, Ph.D. Carla Selman
Last week the IMF and finance ministers from the G20 made some ostensibly landmark decisions affecting the ability of developing countries to...
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26 October 2020 10:56 Chris Williamson
Seven or so months into the global pandemic, and the ensuing economic slowdown, we are finally seeing some positive movement. While September...
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12 October 2020 18:25 Brian Lawson
Join our capital markets specialist, Brian Lawson, as he talks about the recent developments in the sector.
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28 September 2020 13:22 Sophie Malin
Episode 61: What's happening in labor markets across Europe?
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26 September 2020 23:27 Rajiv Biswas
Episode 60: Asia Pacific economic outlook shocks and impact on supply chains
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20 September 2020 08:10 John Anton KC Chang, B.com, MA, MS
Episode 59: All that's silver is not gold... or is it?
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15 September 2020 11:33 Deni Koenhemsi John Anton
Episode 58: Lumber carrying its weight in price
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02 September 2020 9:14 Angus Lam
Episode 57: New policies for the Indian banking sector
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27 August 2020 20:22 John Raines, Ph.D. Raj Badiani Jan Gerhard
Brexit is coming
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17 August 2020 15:49 Columb Strack Ralf Wiegert, Ph.D. Firas Modad George Devereese
Join experts from both our Economics & Country Risk and Maritime & Trade teams as they provide an overview of the situation in Lebanon in the...
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13 August 2020 17:47 John Raines, Ph.D. John Anton Emily Crowley Johanna Marris
One month after the enactment of the new USMCA trade agreement our experts look at what the agreement really means for industry, labor, and politics....
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03 August 2020 22:23 Rajiv Biswas
The economic outlook for India in the wake of the COVID-19 outbreak
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30 July 2020 29:54 Jack A. Kennedy Firas Modad
The convergence of economic dislocation, political instability, and inter-regional power struggles are driving unrest across the region.
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22 July 2020 15:19 Brian Lawson
Episode 51 - Emerging Market Issuers Push Debt Maturity
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14 July 2020 16:09 John Anton John Mothersole
Episode 50: Complicated time for buyers—steel and nonferrous metals taking divergent tracks
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10 July 2020 19:28 Alyssa Grzelak
Banking Risk - Banking sector stress in emerging markets, the next wave of the COVID-19 fallout
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Episode 48 : Risk intelligence - Understanding what’s happening amidst the noise of information flow
26 June 2020 19:03 John Raines, Ph.D. Justin Valentino Hugo Foster
Risk intelligence - Understanding what’s happening amidst the noise of information flow
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19 June 2020 13:35 John Raines, Ph.D. Brian Lawson
Sustainability-Linked Bonds
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28 May 2020 23:59 Rajiv Biswas
The economic impact of lockdown on the Asia Pacific economy
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21 May 2020 17:07 Emily Crowley Sophie Malin
Changing labor market and wage outlook in the wake of COVID-19
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15 May 2020 32:51 John Raines, Ph.D. Blanka Kolenikova Deepa Kumar Carlos Caicedo
Episode 45: Charismatic leadership during COVID-19
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12 May 2020 8:39 Gabrielle Ventura
In today's episode, Gabrielle Ventura, an economist for our Banking Risk Service, discusses the fall of the Lebanese banking sector.
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04 May 2020 17:36 Brian Lawson Dr. Marie Lechler John Raines, Ph.D.
Capital Markets Weekly: Emerging market sovereigns enjoy deal rush
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25 April 2020 21:17 John Anton John Mothersole
The impact of COVID-19, and what it means for the future of the supply chain.
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24 April 2020 24:20 Brian Lawson
Our capital markets expert, Brian Lawson, takes a look at this week's developments from the scale of the increase in debt burdens and government...
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27 March 2020 12:03 Brian Lawson
This episode looks at how the dual shocks of COVID-19, and falling energy, and natural resource prices are pushing Emerging Market countries...
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26 March 2020 12:08 Rajiv Biswas
Escalating economic shockwaves from Covid-19 in the Asia-Pacific region
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23 March 2020 34:29 Laurence Allan, Ph.D. Steven Knell, Ph.D. Dijedon Imeri Petya Barzilska
Episode 36: European Green Deal - Weathering Covid-19
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05 March 2020 13:09 Gabrielle Ventura
Episode 36: Lebanese government and banks change strategy as anti-bank
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04 March 2020 25:54 John Anton Emily Crowley
Sophie Malin discusses the disruption to production starts in china fed by lower return rates of migrant workers.
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02 March 2020 15:01 Brian Lawson
Seven or so months into the global pandemic, and the ensuing economic slowdown, we are finally seeing some positive movement. While September...
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26 February 2020 2:40 Johanna Marris
Johanna Marris, a research analyst with our Country Risk team, provides insight into the recent announcements that both the incumbent and previous...
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26 February 2020 17:16 Brian Lawson
This week, our capital markets expert, Brian Lawson, looks at a week filled with highs and lows.
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17 February 2020 9:56 Tom Jackson
Population growth continues to downshift in most states
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14 February 2020 12:08 Brian Lawson
Capital Markets Weekly - A high appetite for hybrid and perpetual debt
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14 February 2020 14:56 Brian Lawson
Capital Markets Weekly: Emerging market issuance during January reached USD118 billion
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14 February 2020 35:25 Brian Lawson
USMCA: The real story for the US Economy, Mexican politics, and the automotive industry
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12 February 2020 17:38 Brian Lawson
Capital Markets Weekly-France & Greece continue long-dated issuance
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24 January 2020 14:56 Brian Lawson
Capital Markets Weekly- Highly-active primary markets continue, display seasonal factors
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24 January 2020 9:56 Rob O'Brien Rajiv Biswas
US-China Phase-one Trade Agreement: Welcome news for the Asia Pacific region?
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24 January 2020 19:48 John Anton Emily Crowley
USMCA impact to labor rates and the auto industry: Understand what's really going to happen
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17 January 2020 2:53 Anton Alifandi
Indonesia’s new labor legislation - Risks from union dissatisfaction
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17 January 2020 16:27 Brian Lawson
Capital Markets Weekly: Emerging market sovereigns enjoy deal rush
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17 January 2020 16:27 William Farmer
Kenyan cabinet reshuffle
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16 January 2020 21:05 Firas Modad Jack A. Kennedy Ege Seckin
US-Iran conflict: Short- and long-term risks
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14 January 2020 26:14 Andrew Birch Alyssa Grzelak
Turkey’s outlook and banking sector in 2020: What risks are hiding on the horizon?
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13 January 2020 12:18 Brian Lawson
Capital Markets Weekly: Markets shrug off Iranian risks and raise a lot of money
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08 January 2020 10:11 Diego Moya-Ocampos, LLB
Venezuela’s conflicting legislatures
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03 January 2020 12:08 Brian Lawson
Capital Markets Weekly - Looking back and looking ahead
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17 December 2019 10:11 Nariman Behravesh, Ph.D.
Nariman Behravesh discusses top-10 predictions for the global economy in 2020. He will examine the elevated risks and assess the risk of a recession...
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16 December 2019 3:45 Laurence Allan, Ph.D.
UK Election 2019
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10 December 2019 10:59 Rajiv Biswas
Southeast Asia’s Economic Outlook for 2020
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06 December 2019 12:03 Rajiv Biswas
Rajiv Biswas talks about the 6th largest economy in the world- India. He discusses the political and economic influences, including the slowdown...
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05 December 2019 15:00 John Mothersole John Anton
Metals supply chain 2020 - Will it stay a buyers market?
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10 July 2019 2:48 John Anton
Steel Update
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25 June 2019 3:54 Andrew Birch
Is economic overheating a possibility?
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14 March 2019 3:33 Emily Crowley
Mexico’s New Free Trade Zone
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