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Artwork for The Decisive Podcast: Insights and analysis to empower confident decision-making.

The Decisive Podcast: Insights and analysis to empower confident decision-making.

S&P Global Market Intelligence
Tariffs
Inflation
US Economy
S&P Global Market Intelligence
India
China
Mexico
United States
Labor Market
Monetary Policy
Reshoring
European Union
Trade Policy
Donald Trump
Supply Chains
Federal Reserve
Canada
Global Economy
Supply Chain Disruption
Supply Chain

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.

PublishesWeeklyEpisodes300Founded7 years ago
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Business

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Artwork for The Decisive Podcast: Insights and analysis to empower confident decision-making.

Latest Episodes

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 e... more

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 t... more

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 Intellige... more

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 Agil... more

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Recent Guests

Andrew Harker
Senior economist from the team
S&P Global Market Intelligence
Episode: PMI in Focus: High Frequency Signals for an Uncertain Business Environment
Phil Smith
Senior economist from the team
S&P Global Market Intelligence
Episode: PMI in Focus: High Frequency Signals for an Uncertain Business Environment
Ken Wattrett
Vice President, Global Economics
S&P Global Market Intelligence
Episode: The Age of Agility: Midyear Signals for 2026
Laurence Allan
Head of Insights and Analysis, Europe and North America
S&P Global Market Intelligence
Episode: The Age of Agility: Midyear Signals for 2026
Maxwell Clarke
Expert on AI and data center expansion
S&P Global Market Intelligence
Episode: Uneven Demand, Tight Supply: Navigating the Next Procurement Challenge
Chris Rogers
Head of Supply Chain Research at S&P Global Market Intelligence
S&P Global Market Intelligence
Episode: DRAMageddon: What AI Demand Means for Gaming Hardware Supply Chains
Jose Enrique Sevilla-Macip
Principal Analyst, Latin America Country Risk
S&P Global
Episode: From Free Trade to Managed Trade: The Next Phase of USMCA
Michael Zdinak
Director, US Economics
S&P Global Market Intelligence
Episode: Resilience Tested: What's at Stake for the US Economy
Lawrence Nelson
Principal US Economist
S&P Global Market Intelligence
Episode: Resilience Tested: What's at Stake for the US Economy

Host

Kristen Hallam
Host for discussions and analysis, frequently guiding expert-led conversations on macro topics and market intelligence insights.

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Talking Points

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The Age of Agility: Midyear Signals for 2026
Q: How is AI influencing the growth trajectory and what are the risks of over-reliance?
AI-related spending is a major engine for growth across several regions, particularly in data centers and software, but there is concern about growth becoming overly dependent on AI, which could increase vulnerability if AI investment falters or its broader adoption stalls.
The Age of Agility: Midyear Signals for 2026
Q: What seemed to be the drivers of growth heading into the second half of 2026?
Growth drivers are shifting from traditional demand signals to a mix of AI-related investment, resilience against oil shocks, and the reconfiguration of global trade, with regions like Asia Pacific benefiting from export demand and AI infrastructure, while consumer spending remains tempered by inflation and wage dynamics.
Frequently Asked Questions: Oil Shocks, Economic Resilience and Risks to Growth
Q: What risks could derail the global economy if the conflict persists or intensifies?
Key risks include ongoing energy disruption, higher and more persistent inflation, and tighter financial conditions from policy tightening; combined, these could hamper consumer spending, business investment, and trade, potentially derailing the expansion if not managed by policy responses.
Frequently Asked Questions: Oil Shocks, Economic Resilience and Risks to Growth
Q: How does the March jump in crude prices compare to past oil price spikes?
The March increase was exceptionally large, with Brent rising over 40 percent in a month—an occurrence only matched by episodes in 1990 during the Gulf War and in 2020 during the COVID-19 shock, though the contexts differed in terms of price levels and deflation-adjusted measures.
From Free Trade to Managed Trade: The Next Phase of USMCA
Q: Do you expect a full, 16-year USMCA renewal or more incremental changes?
The analysis suggests a shift toward annual renewals with incremental changes, which would preserve US leverage but extend uncertainty and reduce long-term credibility for a full, stable agreement.

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What is This Podcast about and what kind of topics does it cover?

A data-driven, business-focused show that blends macroeconomics, regional risk, and global trade with practical implications for decision-makers. Across episodes, listeners are treated to deep dives on PMI signals, supply-chain resilience, energy and commodity shocks, and the political and regulatory dynamics that shape markets. The conversations often feature economists and country-risk experts from a leading market intelligence outfit, offering scenario analysis, data-driven forecasting, and actionable takeaways for executives, investors, and supply-chain professionals. A standout characteristic is the rigorous integration of timely indicators with real-world implications for strategy, risk, and procurement in an uncertain global environm... more

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These podcasts share a similar audience with this podcast:

1. Exchanges
2. Odd Lots
3. Bloomberg Surveillance
4. At Any Rate
5. Thoughts on the Market

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this podcast launched 7 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Andrew Harker
2. Phil Smith
3. Ken Wattrett
4. Laurence Allan
5. Maxwell Clarke
6. Chris Rogers
7. Jose Enrique Sevilla-Macip
8. Michael Zdinak

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