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 guests Cassandra Pagan, Justin Valentino, and Natasha McSwiggan.

The discussion begins with an exploration of the SOI, designed to provide clarity in a complex geopolitical and trade landscape by evaluating market attractiveness through five key pillars: market potential, policy favorability, institutional quality, logistics efficiency, and resource availability. The guests share insights on how momentum scoring within the SOI helps identify expanding market opportunities, emphasizing the importance of understanding market trajectories rather than just current standings.

The conversation also highlights the origin stories behind both indices, showcasing the collaborative efforts of the team to create tools that can guide strategic decision-making for businesses navigating global trade dynamics. The experts discuss how the TTV assesses the vulnerability of economies to tariffs, providing valuable insights for businesses to adapt and strategize in the face of evolving U.S. trade policies.

Listeners will gain a deeper understanding of how these indices can inform economic decisions, identify potential risks, and uncover opportunities in the global marketplace. Join us for an engaging discussion that combines analytical rigor with practical applications, perfect for anyone interested in the intersection of economics and global trade.

More S&P Global Market Intelligence Content:

• The Strategic Opportunity Index
• Uncertain US Tariff Policy Raises Risks for Trading Partners
• Country Risk Month Ahead: July 2025

Credits:

• Host: Kristen Hallam
• Guests: Cassandra Pagan, Justin Valentino, Natasha McSwiggan
• Produced By: Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

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 strategy.

The episode highlights key geopolitical tensions, including the evolving relationship between the US and Israel and the impact of these factors on the Israel-Hamas conflict. Listeners will gain insights into the challenges facing the Syrian Transitional Government and the role of foreign support in stabilizing the region.

With a focus on the potential for both conflict and cooperation, this episode provides a comprehensive overview of the MENA region's current state and future outlook, making it essential listening for anyone interested in international relations, economics, and market intelligence.

More S&P Global Market Intelligence Content:

• Picture This: Israel-Iran Conflict Leads to Sharp Shock in Global Growth
• Maritime shadow fleet − Formation, operation and continuing risk for sanctions compliance teams in 2025
• Trade and tariffs insights and news

Credits:

• Host: Kristen Hallam
• Guests: Kevjn Lim, Jacob Lees Weiss
• Produced By: Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

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 latest Port Performance report, highlighting the significant risks and impacts of port congestion, including increased operational costs, supply chain disruptions, and environmental concerns. The discussion explores key metrics related to port efficiency, such as vessel turnaround times and berth productivity, and how these factors influence the broader economic landscape.

Listeners will gain a deeper understanding of the challenges ports face and the importance of monitoring trends to mitigate disruptions. Max emphasizes that port congestion remains a real risk for global trade, making this conversation essential for government officials, carriers, port operators, and supply chain strategists alike.

More S&P Global Market Intelligence Content:

• Global Port Congestion Analysis − Port Performance Program
• Robust demand emerges on Asia-Europe ocean trade as peak season begins
• Trade and tariffs insights and news

Credits:

• Host: Kristen Hallam
• Guests: Max Janthur
• Produced By: Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun