In this episode of The Decisive Podcast, host Kristen Hallam introduces a team of S&P Global economists to discuss the latest analysis and predictions for the global economy as we move into the latter half of 2025. Taken from a recent webinar, the discussion delves into key macroeconomic themes, including the ongoing uncertainty surrounding trade policies, divergent inflation dynamics, and the impact of fiscal sustainability on major economies.

Listeners will gain valuable insights into the expected moderation of U.S. growth, the struggles of Europe's largest economies, and the resilience of mainland China's economy. The episode highlights the significant role tariffs play in shaping inflation and economic slowdown, as well as the varying monetary policies between the U.S. and Europe.

Join us as we explore the intricate connections between geopolitical developments, trade dynamics, and economic performance in various regions, all while addressing the looming risks and opportunities that lie ahead. Whether you’re a seasoned economist or just curious about the state of the global economy, this episode provides essential analysis to empower confident decision-making.

More S&P Global Market Intelligence Content:

• Global economic outlook: July 2025
• US tariffs: Impact on the US construction industry
• Trade and tariffs insights and news

Credits:

• Hosts: Kristen Hallam, Ken Wattret
• Guests: Ben Herzon, Hanna Luchnikava-Schorsch, Diego Iscaro
• Produced By: Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun