As the third anniversary of the Russia-Ukraine conflict approaches, The Decisive podcast delves into the current outlook for the war and its implications for global security.

For this discussion, host Kristen Hallam is joined by two experts, Blanka Calnan, Head of European Country Risk, and John Raines, Head of North America Country Risk. They explore President Donald Trump's approach to NATO, particularly in light of the changes that have occurred since the onset of the Ukraine war.

Listen now for expert insights into these critical geopolitical issues.

More S&P Global Market Intelligence Content:

• Europe: Key themes to watch in 2025
• Download the full report Power Plays in 2025
• US sanctions approach during Trump's second term

Credits:

• Host: Kristen Hallam
• Guests: Blanka Calnan, John Raines
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

In this episode of the The Decisive podcast, taken from our Jan. 21 client webinar, Ken Wattrett, Vice President of Global Economics at S&P Global Market Intelligence, leads an insightful discussion of the macroeconomic landscape for 2025.

Ken's conversation with Ben Herzon and Yating Xu focuses on the potential impacts of the new US administration's policies on the economy. Various factors are influencing economic forecasts, including trade tariffs, consumer spending — and heightened uncertainty.

More S&P Global Market Intelligence Content:

• Download the full report Power Plays in 2025
• Power Plays: Themes for 2025 blog post
• Global economic outlook: January 2025

Credits:

• Host: Kristen Hallam
• Guests: Ken Wattret, Ben Herzon, Yating Xu
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Debbie Taylor, Sophie Carr, Feranmi Adeoshun

In this episode of The Decisive, Emily Crowley, head of the Pricing and Purchasing team at S&P Global Market Intelligence, analyzes the potential impacts of proposed changes in tariffs and immigration policy in President Donald Trump's second term. This is an excerpt from a Dec. 11, 2024, webinar.

Listen now for insights in how these changes could impact your procurement activities.

More S&P Global Market Intelligence Content:

• Download the full report: Power Plays in 2025
• North America: Key themes to watch in 2025
• Global economic outlook: January 2025

Credits:

• Host: Kristen Hallam
• Guest: Emily Crowley
• Produced By: Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Debbie Taylor, Sophie Carr, Feranmi Adeoshun

In this episode of the Decisive Podcast, we delve into the pivotal trade and immigration policies of President-elect Donald Trump as he prepares for his inauguration on January 20th.

Join host Kristen Hallam and Head of North American Country Risk John Raines as we explore the implications of these policies on US-Canada and US-Mexico relations, the potential economic impacts of proposed tariffs, and possible legal challenges surrounding both trade and immigration strategies.

More S&P Global Market Intelligence Content:

• Download the full report Power Plays in 2025
• Power Plays: Themes for 2025 blog post
• Europe: Key themes to watch in 2025

Credits:

• Host: Kristen Hallam
• Guest: John Raines
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

Economic angst is one of our four key themes for 2025. The anchors around the global economy — low inflation, low interest rates, international cooperation and frictionless trade — have become unmoored. This adds uncertainty to the outlook for growth in 2025 and beyond.

In this episode, S&P Global Market Intelligence economists including Ken Wattret, Chris Williamson, Ben Herzon, and Hanna Luchnikava-Schorsch reveal our top 10 insights for the year ahead. They explore the implications of inflation and interest rates, the challenges facing major economies like mainland China and the eurozone, and the impact of trade policies on growth.

More S&P Global Market Intelligence Content:

• Download the full report Power Plays in 2025
• Power Plays: Themes for 2025 blog post
• Global economic outlook: December 2024

Credits:

• Host: Kristen Hallam
• Guests: Ken Wattret, Chris Williamson, Ben Herzon, and Hanna Luchnikava-Schorsch
• Produced By: Kristen Hallam, Debbie Taylor
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

The interplay of geopolitical rivalries, economic shifts and evolving trade dynamics will define a conflicted global landscape over 2025.

In our last episode of 2024, we explore four key themes shaping this environment: economic angst, domestic discontent, elusive alliances, and trade troubles. These capture the fragility of global economic growth, the rise of unstable coalitions, the evolving nature of external alliances, and the intricacies of trade barriers and tariffs.

Strategic adaptability will determine resilience as stakeholders navigate these multifaceted challenges, balancing national interests with global cooperation to achieve stability and growth.

More S&P Global Market Intelligence Content:

• Download the full report Power Plays in 2025
• Power Plays: Themes for 2025 blog post
• Global economic outlook: November 2024

Credits:

• Host: Kristen Hallam
• Guests: Laurence Allan, Jack Kennedy, Thea Fourie, Eric Oak
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Debbie Taylor, Sophie Carr, Feranmi Adeoshun

As we approach 2025, we are reflecting on our key themes for 2024.

In this episode, we’re revisiting some key moments and insights from our previous episodes on the themes of supply chain resilience, resource security, and logistics rewired. This wraps up our 2024 in review series. Next week's episode will focus on our big themes for 2025.

More S&P Global Market Intelligence Content:

• Supply chain strategies to mitigate tariffs
• Fishing for CHPIs: Trade flows adapt to sanctions on Russia
• US presidential election impact: Region by region

Credits:

• Host: Kristen Hallam
• Guests: Chris Rogers, Paul Smith, Andrew Harker, Jenny Paurys, Sophie Malin, John Anton, Anna Rybicka, Agnieszka Maciejewska, Turloch Mooney, Peter Tirschwell
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

As we approach 2025, we are reflecting on our key themes for 2024.

In this episode, we’re revisiting some key moments and insights from our previous episodes on the theme of economic fault lines. We reflect on how regional divergence in inflation rates and monetary policy is exposing economic fault lines around the globe.

More S&P Global Market Intelligence Content:

• Global economic outlook: November 2024
• Using the Global PMI instead of GDP as a macro indicator for investing
• Sign up for the new Economies in Flux newsletter

Credits:

• Host: Kristen Hallam
• Guests: Ken Wattret, Paul Smith, Hanna Luchnikava-Schorsch, Ben Herzon, Michael Zdinak, Emily Crowley, Shuchita Shukla, Lawrence Nelson
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun