In this episode of The Decisive Podcast, host Kristen Hallam delves into the upcoming Inland Distribution Conference, featuring insights from industry experts Eric Johnson and Bill Cassidy. They discuss the conference's theme, "Striking a Balance," highlighting the current challenges faced by shippers, logistics providers, and carriers amid ongoing market volatility.

The conversation covers key topics such as the importance of technology in operations and the impact of potential labor actions. Tune in to discover what attendees can expect and how they can prepare for this pivotal event in the North American supply chain landscape.

To learn more about Inland24, click here

More S&P Global Content:

• Logtech investment slump signals pivot from disruption to enablement
• When it comes to the Red Sea diversions, the world is moving on
• Halloween supply chain activity booms

Credits:

• Host: Kristen Hallam
• Guests: Eric Johnson, Bill Cassidy
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr

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 in global trade and the impact of recent geopolitical events. They discuss the fragility of export order volumes and the significance of Purchasing Managers Indices (PMIs) as early indicators of economic health. The conversation also delves into the effects of political uncertainty on PMI surveys, particularly in the context of the recent election in U.K. and the upcoming election in the U.S.

Join us for insights into how these factors shape business expectations and signal economic activity around the world.

More S&P Global Content:

• Detailed PMI sector data underscore growing rift between manufacturing and services economies in August
• Steepest deterioration in trade conditions since December 2023
• Emerging market growth decelerates in August while price pressures ease

Credits:

• Host: Paul Smith
• Guests: Andrew Harker, Tim Moore
• Produced By: Kristen Hallam
• Edited By: Adam Kovalsky
• Published With Assistance From: Sophie Carr

As the world's most populous country, India faces unique opportunities and challenges in maximizing its labor potential for economic growth. This episode covers key topics such as employment prospects post-elections, government initiatives for upskilling, and the critical role of female labor participation. Tune in for insightful analysis on how India can harness its workforce to become a global manufacturing hub while navigating the complexities of a dynamic labor market.

This special episode complements the release of S&P Global and CRISIL's thought leadership journal, India Forward, presented by the India Research Chapter. The inaugural addition of India Forward, Emerging Perspectives, which will be launched on Sept. 19.

More S&P Global Content:

• Asia-Pacific: Key themes to watch in 2024
• India's election impact: Insights and analysis
• Exploring the post-election landscape for reshoring to India

Credits:

• Host: Farhan Husain
• Guests: Sophie Malin, Ashima Tyagi
• Produced and Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Deepa Kumar

Brush up on how U.S. monetary policy works as the September meeting of the Federal Open Market Committee approaches.

Host Kristen Hallam explores the intricacies of U.S. monetary policy with senior economist Lawrence Nelson. They discuss the Federal Reserve's dual mandate of price stability and maximum employment, examining how policymakers adapt their strategies in response to evolving economic conditions.

Key topics include the Fed's 2% inflation target, the significance of labor market indicators, and the importance of anecdotal evidence from businesses. Tune in for valuable insights into how the Fed navigates challenges and shapes economic policy.

More S&P Global Content:

• Global economic outlook: August 2024
• US manufacturing PMI sends warning signals on economic conditions
• US back-to-school sales to exceed $1 trillion in 2024
  

Credits:

• Host: Kristen Hallam
• Guests: Lawrence Nelson
• Produced and Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr

Dive into the critical back-to-school shopping season, a key retail period for U.S. consumers and businesses. Our experts explore projected growth in back-to-school retail trends and sales, the implications for supply chains, and what it tells us about the broader economy.

With insights into consumer behavior and supply chain dynamics, this episode sheds light on how retailers are navigating inflation and evolving market conditions. Tune in to gain valuable perspectives on a retail season that significantly impacts the economy and consumer sentiment.

More S&P Global Content:

• US back-to-school sales to exceed $1 trillion in 2024
• Global economic outlook: August 2024

Credits:

• Host: Kristen Hallam
• Guests: Michael Zdinak, Chris Rogers
• Produced and Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr

In this episode of the Decisive Podcast, host Kristen Hallam sits down with Scott Hazelton, Consulting Director at S&P Global Market Intelligence, to explore the dynamic landscape of the home improvement market. As they gear up for the Home Improvement Insights Summit in Chicago, Scott shares valuable insights into the factors driving consumer behavior and spending in this sector.

Listeners will gain an understanding of the key trends shaping the home improvement industry, including the impact of interest rates, consumer confidence, and the evolving demand for skilled labor.

Whether you're a professional in the industry or simply curious about home improvement trends, this episode is packed with valuable information to keep you informed and engaged.

Explore our library of S&P Global Market Intelligence podcasts:
https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

Tea or coffee?

Our experts tell the fascinating story of the trade in two beloved beverages: tea and coffee. Featuring insights from Anna Rybicka and Agnieszka Maciejewska, this episode explores the global trade, market trends, and the impact of weather on these commodities.

Discover where people consume the most coffee per capita, which tea exporter barely drinks a drop of the crop, and the forecasted trade volumes by 2040. Whether you’re a coffee enthusiast or a tea lover, this episode offers a deep dive into how your daily cuppa gets filled.

Read our blog on tea exporter Kenya:
https://www.spglobal.com/marketintelligence/en/mi/research-analysis/kenya-floods-2024-economic-impact.html?utm_source=GIA&utm_medium=blog&utm_campaign=secontent&utm_id=PC024015

Explore our library of S&P Global Market Intelligence podcasts:
https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

Recent economic data releases have sparked turmoil in financial markets around the globe.

S&P Global Market Intelligence’s interpretation of this recent data suggests that fears of an imminent US recession and related expectations of aggressive policy rate cuts are overdone. To be clear, our economists are not ruling out a US recession – that will remain a risk with financial conditions still restrictive – but the evidence to support it occurring imminently looks unconvincing at this stage.

As markets settle, we offer you this excerpt from our July 11th webcast, in which our global economist, Ken Wattret, reflects on key macroeconomic themes. We hope you find this commentary valuable in navigating the period ahead.

See our July economic update:
https://www.spglobal.com/marketintelligence/en/mi/research-analysis/global-economic-outlook-july-2024.html?utm_source=GIA&utm_medium=blog&utm_campaign=secontent&utm_id=PC024015

Explore our library of S&P Global Market Intelligence podcasts:
https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/