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

Agentic AI can move supply chains from reactive "triage" to smarter, faster decision-making. In this episode of The Decisive, S&P Global Market Intelligence's Brendan Neary joins host Kristen Hallam to unpack today's biggest supply-chain pain points—volatility, complexity, and constant disruption driven by forces like weather, policy shifts, and geopolitics—and why risk mitigation has become a daily mandate for procurement and supply-chain leaders. You'll hear how agentic AI—autonomous systems powered by large language models—can help teams connect disparate data, reason through scenarios, and take action with minimal supervision, turning raw information into practical workflows and recommendations. The conversation dives into data-driven procurement and sourcing, including how organizations can use intelligence to benchmark negotiations, identify alternate suppliers, and assess country and credit risk—while addressing the real-world deployment hurdles of data quality, interoperability, and making insights truly consumable for decision-makers. Listen now to gain insight into how agentic AI can transform supply chain management. Click here to register for TPM26, the world's largest container shipping conference.  More S&P Global Market Intelligence Content: Supply chain certainty, rather than price, will shape shipping in 2026 Age of Agility: Corporate Supply Chain Strategy Themes in 2026 Top 10 Economic Insights 2026 For S&P Global subscribers (login required): Egypt opens new semiautomated Red Sea terminal as Suez traffic grows Global trade outlook and supply chains 2026: The age of agility Credits: Host: Kristen Hallam Guest: Brendan Neary Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

Stablecoins are designed to keep a steady value—by pegging to a reserve asset like the US dollar—while delivering the speed and lower cost of blockchain-based payments. In this episode of The Decisive, S&P Global Market Intelligence economist Robert Matthee unpacks how stablecoins work, why their market has surged to an estimated $300 billion, and what's driving forecasts that the space could expand dramatically in the coming years. Robert and host Kristen hallam dig into what's powering adoption: demand for cheaper cross-border transfers, growing use by major issuers, and the impact of clearer regulation—including the US GENIUS Act—on mainstream acceptance. We also look at stablecoins through the lens of emerging markets, especially sub-Saharan Africa, where FX shortages, inflation, and friction-filled payment rails have made "digital hard currency" an appealing alternative for households and businesses. The episode also explores the tradeoffs—how widespread stablecoin use could accelerate currency substitution, weaken domestic monetary policy, and pressure local banks by pulling deposits out of the traditional system. Finally, we close with what could come next—from continued growth in dollar-backed coins to new experiments, including stablecoins backed by assets like gold. Listen now to gain insights on the future of stablecoin adoption. More S&P Global Market Intelligence Content: Stablecoins Explained: A Comprehensive FAQ Guide to Digital Currency Stability Age of Agility: Key Themes Shaping the Sub-Saharan Africa Region in 2026 Top 10 Economic Insights 2026 For S&P Global subscribers (login required): Sub-Saharan Africa: FX shortages likely to accelerate US stablecoin adoption Banking risk 2025 highlights and 2026 outlook Fiscal fragilities: Dealing with high debt Credits: Host: Kristen Hallam Guest: Robert Matthee Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

The US Federal Reserve is always in the spotlight, and that spotlight is brighter than ever in 2026. In this episode of The Decisive, economist Lawrence Nelson, our resident Fed expert at S&P Global Market Intelligence, breaks down why the central bank is widely expected to keep interest rates steady at its January meeting, and what "sticky" inflation could mean for the first part of the year. We also examine the leadership uncertainty ahead of Jerome Powell's term as Fed chair ending in May, including how a US Justice Department investigation could complicate the transition—without necessarily changing the Fed's data-driven approach to monetary policy.  The episode offers a quick refresher on the Fed's dual mandate, the key indicators policymakers watch, and how disruptions—such as last year's government shutdown—can impact the data flow the Federal Open Market Committee (FOMC) relies on when setting rates. Listen now to learn more about what our Fed expert is watching in January and beyond, and gain insights to guide your business decisions in the year ahead.  More S&P Global Market Intelligence Content: Listen: The Decisive | Episode 13 - How US Monetary Policy Works Top 10 Economic Insights 2026 The Age of Agility: Key Themes for 2026 For S&P Global subscribers (login required): Weekly Economic Commentary Inflation indications Bubble trouble: Lessons from the dotcom days Credits: Host: Kristen Hallam Guest: Lawrence Nelson Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

As global trade faces unprecedented disruption, shippers must rethink everything from cost containment to risk management. In this episode of the Decisive Podcast, host Kristen Hallam sits down with Peter Tirschwell, Vice President for Maritime & Trade at S&P Global Market Intelligence and TPM Conference founder, to break down the theme of TPM26: "Taking Costs Out, Putting Value In." Together, they explore the far-reaching impacts of U.S. tariff policies, evolving supply chain strategies, and the role of technology in managing costs. Peter shares vital insights on balancing freight rates with service reliability, current best practices for shippers, and what to expect from this year's TPM Conference—including highlights on macroeconomic trends, industry consolidation, and the current dynamics of global shipping. Whether you're a shipper, carrier, supply chain manager, or simply curious about the forces shaping global trade, this episode will help you navigate industry trends and challenges. Tune in for an inside look at the biggest topics captivating the container shipping industry in 2026. Click here to register for TPM26, the world's largest container shipping conference.  More S&P Global Market Intelligence Content: Asia-Europe ocean carriers add capacity as trade enters peak shipping period Geopolitical Risk Brief: December 2025 Top 10 Economic Insights 2026 For S&P Global subscribers (login required): Egypt opens new semiautomated Red Sea terminal as Suez traffic grows Global trade outlook and supply chains 2026: The age of agility Credits: Host: Kristen Hallam Guest: Peter Tirschwell 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 engages in an insightful discussion with Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, about the critical yet often overlooked topic of public debt. Kristen and Ken explore the significant rise in public sector debt-to-GDP ratios since the mid-2000s, driven by adverse economic shocks, including the 2008 financial crisis and the COVID-19 pandemic. Ken explains the persistent challenges of high government budget deficits, the political reluctance to implement fiscal changes, and the implications of rising sovereign yields on economic growth. Ken discusses how these fiscal fragilities impact businesses and consumers, the potential for crowding out private sector investment, and the risks of triggering another economic shock. Listen now for a thought-provoking conversation that highlights the complexities of fiscal policy in today's economic landscape. More S&P Global Market Intelligence Content: The Age of Agility: Key Themes for 2026 Top 10 Economic Insights 2026 Fiscal fragilities: Dealing with high debt For S&P Global subscribers (login required): Fiscal fragilities: Dealing with high debt 2026: The age of agility Inflation indications Credits: Host: Kristen Hallam Guest: Ken Wattret 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 dives into the intricacies of U.S. consumer spending as the holiday season approaches. Joined by Michael Zdinak, Ph.D., a director in S&P Global's U.S. economics team, Kristen explores the current economic landscape following a recent government shutdown and its impact on vital economic data. Kristen and Michael discuss the resilience of consumer spending—despite low consumer sentiment—highlighting the factors driving spending behaviors among different income groups. They analyze retail sales trends, the significance of Black Friday, and the growing share of online shopping in holiday sales. Listeners will gain insights into inflation's effects on purchasing power and the expected growth in holiday sales, alongside a nuanced understanding of how consumers are navigating their financial realities this season. Tune in for a comprehensive overview of the U.S. economy as we head into the holidays. More S&P Global Market Intelligence Content: The Age of Agility: Key Themes for 2026 Global Economic Outlook: November 2025 Widening China import-export imbalance soaking up container capacity For S&P Global subscribers (login required): 2026: The age of agility Inflation indications Credits: Host: Kristen Hallam Guest: Michael Zdinak 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 engages with economists from S&P Global Market Intelligence to unpack the U.S. economic outlook for 2026. The discussion explores key themes influencing growth, including the economic impact of artificial intelligence, evolving labor market dynamics, and the ongoing effects of tariffs on inflation and investment. Listeners will gain insights into the team's optimistic projections for 2026, driven by reduced policy uncertainty and consumer spending bolstered by recent tax cuts. The economists also address potential headwinds to growth, such as high borrowing costs and the implications of a government shutdown on economic performance. As the Federal Reserve navigates these challenges, the discussion explores monetary policy decisions, including expectations for rate cuts and the anticipated adjustments in response to inflationary pressures. With expert analysis and forward-looking perspectives, this episode equips listeners with the knowledge to make informed decisions in a complex economic landscape. More S&P Global Market Intelligence Content: The Age of Agility: Key Themes for 2026 Global Economic Outlook: November 2025 Stablecoins Explained: A Comprehensive FAQ Guide to Digital Currency Stability For S&P Global subscribers (login required): 2026: The age of agility Inflation indications US tariff plans Credits: Host: Kristen Hallam Guests: Ben Herzon, Patrick Newport, Michael Zdinak, Lawrence Nelson Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

If 2025 was a year of seismic shifts, 2026 will be a year of recalibration to both the aftershocks and the new disruptions we expect to trade patterns, the economy and the geopolitical landscape. In this episode of the Decisive podcast, we set out our key strategic themes for 2026—adapting to trade realities, shaky economic foundations and shifting asymmetric power in geopolitics. Experts from our multidisciplinary research team unpack the ongoing economic uncertainties, evolving trade policies, and geopolitical dynamics we expect to characterize the year ahead.  Listeners will gain an understanding of the potential impacts of the US midterm elections, the renegotiation of trade agreements, and the strategic competition between major powers, particularly the US and mainland China. The panel highlights the significance of critical minerals and AI technology as national security assets, alongside the challenges posed by financial market volatility and supply chain resilience. As the world faces a recalibration of trade relationships and economic strategies, this episode provides valuable insights for navigating the complexities of a rapidly changing world. Tune in to stay informed and empowered in your decision-making process. More S&P Global Market Intelligence Content: The Age of Agility: Key Themes for 2026 Global Economic Outlook: November 2025 Transshipment: Outlook and implications for ASEAN For S&P Global subscribers (login required): 2026: The age of agility Inflation indications Red Sea maritime risks Credits: Host: Natznet Tesfay Guests: Ken Wattret, Aries Poon, Carla Selman Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

Host Paul Smith is joined by senior economists Pollyanna de Lima and Andrew Harker to explore the latest trends in Purchasing Managers' Indices (PMI) and their implications for the global economy. They discuss the resilience of global economic growth in 2025 in the face of challenges such as low business confidence, tariffs, and trade uncertainties. The team analyzes the mixed performance across Latin America, with notable expansions in Colombia contrasted by contractions in Brazil and Mexico. As they shift focus to the future, they explore the findings of the recent Global Business Outlook surveys, highlighting subdued plans for employment and investment amidst geopolitical uncertainties. The conversation also touches on the rising investment in artificial intelligence (AI) across various sectors, examining how firms are leveraging AI for efficiency, recruitment, and customer acquisition while facing challenges like implementation difficulties and accuracy concerns. More S&P Global Market Intelligence Content: Business investment spending outlook gloomiest since pandemic Broad-based deterioration in trade in October Global Economic Outlook: October 2025 For S&P Global subscribers (login required): US tariff plans Trends in the World Economy and Trade October 2025 Credits: Host: Paul Smith Guests: Andrew Harker, Pollyanna De Lima Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

In this episode, our experts answer your most frequently asked questions about the global economy, analyzing key trends as we approach 2026.  Host Ken Wattret, vice president of global economics at S&P Global Market Intelligence, leads a panel representing the US, Europe, Asia-Pacific and Latin America to provide a glimpse into our expectations for the rest of 2025 and beyond. From the optimistic outlook for U.S. GDP growth, driven by recent tax cuts and government spending, to the challenges posed by high inflation and tariffs, we unpack the factors shaping the economic landscape. The global economy FAQ discussion also explores the impact of artificial intelligence on productivity and GDP, as well as the economic resilience of the Asia-Pacific region amidst slowing exports. We take a closer look at the fiscal situations in France and the UK, highlighting the difficulties of achieving sustainable public finances, and examine the mixed growth prospects in India following new U.S. tariffs. The episode wraps up with insights on the evolving dynamics of the U.S.-Mexico-Canada Agreement and the implications of Brazil's upcoming elections on fiscal targets. Tune in for a comprehensive analysis that empowers confident decision-making in an era of uncertainty. More S&P Global Market Intelligence Content: Global Economic Outlook: October 2025 Economic Risks of a Prolonged US Government Shutdown Transshipment: Outlook and implications for ASEAN For S&P Global subscribers (login required): US tariff plans Trends in the World Economy and Trade October 2025 Credits: Host: Ken Wattret Guests: Ben Herzon, Hanna Luchnikava-Schorsch, Diego Iscaro, Rafael Amiel Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

The shipping industry has faced a seismic shift following the U.S. Trade Representative's finalization of port fees targeting Chinese-built, operated and owned vessels. Such changes in trade and tariff policy are reshaping order books for bulk carriers and specialized cargo vessels and the competitive landscape of Asian shipbuilding. Ongoing physical disruptions are affecting global shipping routes, and shipowners are balancing the urgent need for fleet renewal with the long-term imperative of adhering to tightening environmental regulations. To unpack these developments, host Kristen Hallam is joined by Ashima Tyagi and Keyla Goodno from S&P Global Market Intelligence. Listen now for an insightful analysis of the future of shipbuilding and the broader implications for global supply chains. More S&P Global Market Intelligence Content: Commodity Price Watch: October 2025 Picture This: IMO Postpones Net-Zero Commitments as Maritime Emissions Rise LNG increasingly alternative fuel of choice for container lines For S&P Global subscribers (login required): US tariff plans Commodity Price Watch Report: Asia Trends in the World Economy and Trade October 2025 Credits: Host: Kristen Hallam Guests: Ashima Tyagi, Keyla Goodno Produced By: Kristen Hallam Edited By: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

As we approach the end of 2025, companies are starting to move beyond calculating tariff rates and to think develop long-term strategies for their supply chains. Reshoring — moving some or all of your sourcing from one region or territory to another — has reemerged as a strategic option.  S&P Global Market Intelligence Head of Supply Chain Research Chris Rogers joins host Kristen Hallam to discuss reshoring, focusing on two key Southeast Asian markets: Indonesia and Malaysia. They explore the current global supply chain positions of both countries, highlighting Indonesia's resource-driven economy and Malaysia's established dominance in electronics manufacturing. Chris outlines the potential for Indonesia to emerge as a reshoring center, emphasizing its political stability, low labor costs, and growing domestic market. He also addresses the challenges Indonesia faces, such as workforce education and wage inflation pressures. Conversely, Malaysia's historical success in electronics is examined, along with the need for the country to defend its position against rising competition from lower-cost neighbors. Listeners will gain valuable insights into the strategic considerations for businesses looking to reshore operations, the impact of global trade policies, and the future trends that may shape the supply chains of both Indonesia and Malaysia over the next five years. Tune in for a comprehensive analysis that goes beyond tariffs and U.S. policy to uncover the broader opportunities in global trade. More S&P Global Market Intelligence Content: US Supply Chain Outlook Q4 2025: Backing Out of Front-Loading Picture This: Company Sentiment on Tariffs Turns More Negative in Earnings Calls Lower US imports tightening truck capacity at key inland hubs More content on Global Trade & Supply Chains For S&P Global subscribers (login required): US tariff plans  Recession risks Japan's political and trade outlook Credits: Host: Kristen Hallam Guest: Chris Rogers 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 leads a compelling discussion on the rising political volatility across various regions, including Asia Pacific, Europe, and Latin America. Joined by experts Carla Selman, Bibianna Norek, and Jeffery McElroy, the panel explores the factors driving instability in countries like Japan, Peru, Argentina, France, and the UK. Listeners will gain insights into the implications of recent leadership changes, the impact of civil unrest, and the role of immigration policies in shaping political landscapes. The experts also discuss the upcoming elections in Latin America and their potential to influence political dynamics, as well as the delicate balance countries must maintain between their relationships with the US and mainland China. With a focus on key indicators of political stability, the episode provides a comprehensive analysis of how domestic and global pressures are reshaping governance and policy-making.  More S&P Global Market Intelligence Content: Country Risk Month Ahead: October 2025 Global Economic Outlook: October 2025 Economic Risks of a Prolonged US Government Shutdown Credits: Hosts: Kristen Hallam Guests: Carla Selman, Bibianna Norek, Jeffery McElroy Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

In this episode of The Decisive Podcast, host Kristen Hallam engages in an insightful discussion with Ben Herzon, co-head of US Economics at S&P Global Market Intelligence. They explore the complexities of economic forecasting in turbulent times, focusing on how to differentiate between signal and noise in economic data. Ben shares his expertise on the significance of the Purchasing Managers Index (PMI) as a leading indicator for economic trends, particularly its role in predicting industrial production and GDP. The conversation also explores the impact of tariffs on inflation and economic growth, highlighting the resilience of the US economy amid recent challenges. Ben discusses the factors contributing to the growth outlook, including recent budget legislation, federal spending, and inventory management by businesses. Additionally, they address the risks to economic growth, such as potential increases in tariffs, inflation surprises, and the implications of a government shutdown. The episode concludes with a look at how scenario analysis is used to navigate uncertainties in economic forecasting, providing listeners with a comprehensive understanding of the current economic landscape. Tune in for a deep dive into the dynamics shaping the US economy and the tools used to forecast its future. More S&P Global Market Intelligence Content: Global Economic Outlook: September 2025 Picture This: Company Sentiment on Tariffs Turns More Negative in Earnings Calls The US Home Improvement Market: Trends and Challenges Ahead Credits: Host: Kristen Hallam Guest: Ben Herzon Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

In this insightful episode of The Decisive, host Kristen Hallam leads a comprehensive discussion on the current landscape of emerging markets, exploring the challenges and opportunities that lie ahead as we approach 2026. Joined by a panel of experts from S&P Global Market Intelligence, the conversation probes the economic resilience of developed versus emerging markets, the impact of trade dynamics and tariffs, and the role of technological advancements in shaping growth trajectories. Listeners will gain valuable insights from this episode, which is taken from our Sept. 10 client webinar. Learn about the performance of key emerging economies, including India, as well as the implications of geopolitical shifts on global supply chains. The panel, featuring Thea Fourie, Hanna Luchnikava-Schorsch, and Shuchita Shukla, also highlights investment opportunities in sectors such as digital infrastructure, green energy, and critical minerals, while addressing the effects of U.S. tariffs and regional reshoring strategies. As the episode unfolds, the experts discuss the importance of innovation and technology adoption, particularly in the Asia Pacific region, and examine how emerging markets can leverage these trends for sustainable growth. Tune in for a thought-provoking exploration of the evolving economic landscape and what it means for businesses and investors in the coming years.   More S&P Global Market Intelligence Content: Global Economic Outlook: September 2025 Picture This: Mainland China Launches Review of US Semiconductor Exports Country Risk Month Ahead: October 2025 Credits: Hosts: Kristen Hallam Guests: Thea Fourie, Hanna Luchnikava-Schorsch, Shuchita Shukla Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

In this episode of the Decisive Podcast, host Kristen Hallam engages with S&P Global Market Intelligence experts Jack A. Kennedy and Sascha Ostanina to explore the evolving military strategies in the Middle East North Africa (MENA) region and the ongoing Russia-Ukraine conflict. They discuss the shift from conventional warfare to more interventionist and attritional strategies, the role of technology in modern conflict, and the implications for regional and global security. The conversation highlights the interconnectedness of geopolitical developments, the impact on alliances, and the importance of data-driven analysis in navigating current uncertainties. Tune in for insights that empower confident decision-making in an increasingly complex world. More S&P Global Market Intelligence Content: Country Risk Month Ahead: September 2025 Red Sea 'revival' taking place as regional carriers lead the way Picture This: Houthis Renew Vessel Attacks, Making Shipping Route Changes Unlikely Credits: Hosts: Kristen Hallam Guests: Jack A. Kennedy, Sascha Ostanina 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 introduces senior economist Maxwell Clarke, who explores the world of machinery and equipment pricing amidst the evolving landscape of tariffs and demand fluctuations. Max takes us into the world of machinery and equipment pricing amid the evolving landscape of tariffs and demand fluctuations. He explores how the recent tariff policies, particularly in the U.S., are creating upward price pressures on machinery and equipment, while also examining the broader implications for global markets. Max unpacks the weak demand outlook that is limiting further price escalation and the significant challenges posed by supply disruptions that have historically driven prices higher. Additionally, we'll take a closer look at specific categories, such as electrical machinery and construction equipment, and discuss the risks associated with parts categories that have seen substantial price increases. As we navigate through these complex dynamics, Max discusses the uncertainty surrounding future tariff policies and their impact on business certainty. Join us as we analyze these key factors shaping the machinery market and provide insights into what lies ahead for businesses and consumers alike. More S&P Global Market Intelligence Content: Steel Market: Trends and Projections for 2025 and Beyond Spice Trade Heats Up Globally Trade and tariffs insights and news Credits: Host: Kristen Hallam Guest: Maxwell Clarke Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun 

In this episode of The Decisive Podcast from S&P Global Market Intelligence, host Andrew Harker, alongside economists David Owen and Usamah Bhatti, parses the latest findings from the Purchasing Managers' Indices (PMIs) across various regions. The discussion highlights a positive trend in global business activity for August 2025, with strong growth in both the services and manufacturing sectors. The panelists also address challenges such as export weaknesses and subdued business confidence, particularly influenced by US tariffs. Focusing on the Middle East and North Africa, David provides insights into the slowdown in demand momentum in the UAE, attributed to regional tensions and competitive pressures. Usamah shares updates on the newly launched Pakistan Manufacturing PMI, noting a gradual slowdown in operating conditions and the impact of recent flooding on the manufacturing sector. Listeners will gain valuable perspectives on economic trends, sector-specific performances, and the implications of tariff policies on global trade. Tune in for an informative session that offers a comprehensive overview of the current economic landscape as we approach the end of 2025. Don't forget to subscribe for more insights and analysis from The Decisive Podcast! More S&P Global Market Intelligence Content: Global Economic Outlook: August 2025 Mixed export performance seen across goods producers in Asia Global PMI at 14-month high in August, but future growth expectations fall further Credits: Host: Andrew Harker Guests: Usamah Bhatti, David Owen 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 Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, to explore the pressing issue of inflation in today's economic landscape. As economies worldwide grapple with the aftermath of various shocks—including the COVID-19 pandemic and geopolitical conflicts—rising prices remain a critical concern for consumers, businesses, and policymakers alike. Speaking in a June interview, Ken provides an insightful overview of current global inflation trends, highlighting key factors driving these changes, such as supply chain disruptions, commodity prices, and trade policies. The discussion delves into the distinctions between core and headline inflation, emphasizing the importance of monitoring both to understand underlying inflation dynamics. Listeners will gain valuable insights into how recent trade policies, particularly tariffs, are influencing inflation rates and consumer behavior in the U.S. and beyond. Ken also discusses the implications of fluctuating commodity prices and how they affect inflation forecasts, household real income, and consumer spending. As the conversation unfolds, Kristen and Ken examine the potential responses of central banks to evolving inflation trends and the broader economic implications for businesses and consumers. Tune in for a comprehensive analysis that empowers you to navigate the complexities of inflation in today's uncertain economic environment. Don't forget to subscribe for more insights and analysis from The Decisive Podcast! More S&P Global Market Intelligence Content: Global Economic Outlook: August 2025 Picture This: US Market for Single-Family Homes Is Struggling Banking Risk Monthly Outlook: August 2025 Credits: Hosts: Kristen Hallam Guests: Ken Wattret 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 engages with Jeremy Domballe, Product Director of Maritime Intelligence and Risk, to explore the complex world of deceptive shipping practices as highlighted in the latest Maritime State of Play report. The discussion explores the rise of "zombie ships"—vessels that assume the identities of decommissioned ships—and the technological vulnerabilities that facilitate such deceptions. Listeners will learn how geopolitical tensions, particularly regarding sanctions on oil from countries like Russia, Iran and Venezuela, drive these deceptive tactics and complicate compliance efforts for regulatory bodies. Jeremy shares compelling case studies, illustrating the intricate maneuvers of vessels operating in regions such as the Caribbean and Malaysian waters. With a focus on the challenges faced by regulatory authorities in validating maritime data, this episode underscores the importance of vigilance and robust intelligence in combating increasingly sophisticated deceptive practices. Tune in for a thought-provoking conversation that sheds light on the evolving landscape of maritime compliance and risk. Links to the full report and additional resources on fraudulent flags are provided in the episode description for those interested in further exploration. More S&P Global Market Intelligence Content: Maritime State of Play report Fraudulent flags: Growing challenge for maritime safety Trade and tariffs insights and news Credits: Hosts: Kristen Hallam Guest: Jeremy Domballe Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun