In this episode, our global economist, Ken Wattret, leads a discussion with economists from S&P Global Market Intelligence about the economic landscape. They cover key themes, including moderating inflation, easing monetary policy, and the likelihood of a soft landing in the US.

They delve into the performance of major economies, with insights on the U.S. labor market, manufacturing sector weaknesses, and the implications of China's economic slowdown. The episode also highlights regional forecasts for Europe, Asia Pacific, and Latin America, addressing potential risks and the impact of oil prices on inflation. Listen now.

More S&P Global Market Intelligence Content:

• Global economic outlook: October 2024
• Developed economy growth slips to six-month low
• US Halloween candy spending to surpass of $4 billion in 2024

Credits:

• Host: Ken Wattret
• Guests: Pat Newport, Diego Iscaro, Andy Birch, Hanna Luchnikava-Schorsch, Paula Diosquez-Rice
• Produced By: Debbie Taylor, Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr

Explore the critical intersection of energy transition and supply chains. Our experts discuss how supply chains are essential for transporting vital resources like critical minerals while also managing their own emissions.

Delve into the challenges of achieving supply chain resilience amid geopolitical tensions and evolving regulatory landscapes. Understand the importance of enhanced visibility in supply chains and the need for innovative solutions to meet sustainability goals. Tune in to uncover insights on the future of energy transition and its implications for global supply chains.

More S&P Global Market Intelligence Content:

• The Decisive | Episode 4 - Metal mayhem in the supply chain
• The Decisive | Episode 8 - Container Port Performance Index
• The impact of solar power equipment tariffs on global supply chains

Credits:

• Host: Susan Minio
• Guests: Jenny Paurys, Chris Rogers, Guy Sear, Jonathan Ablett
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Susan Minio, Sophie Carr

In this spirited episode of The Decisive podcast, host Kristen Hallam dives into the fascinating world of Halloween sales and their implications for supply chains and the US economy.

Experts from S&P Global Market Intelligence explore the current landscape of U.S. candy sales amid rising input costs and shifting consumer preferences. Gain insights into supply chain dynamics and the impact of recent economic trends as the guests examine how inflation, consumer sentiment, and early holiday promotions shape the market.

More S&P Global Market Intelligence Content:

• US Halloween candy spending to surpass of $4 billion in 2024
• Halloween supply chain activity booms
• US back-to-school sales to exceed $1 trillion in 2024

Credits:

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

In this episode of The Decisive podcast, host Kristen Hallam is joined by analysts Dijedon Imeri and Louise Alestam to explore the European Union's Corporate Sustainability Due Diligence Directive.

Dijedon and Louise discuss the regulation's implications for businesses operating in Europe, including compliance requirements and potential penalties for noncompliance. The conversation delves into the historical context, anticipated challenges, and the impact on global supply chains, particularly for companies reliant on international suppliers.

Tune in for insights on navigating the evolving regulatory landscape and preparing for the directive’s implementation by January 2027.

More S&P Global Content:

• Three storms, three shortages: Supply chains wrestle to react to storms
• The Decisive | Episode 17 - The G20 in a Disjointed World
• Typhoon Yagi causes steep drop in Vietnamese manufacturing production in September

Credits:

• Host: Kristen Hallam
• Guests: Dijedon Imeri, Louise Alestam
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

This content was published by S&P Global Market Intelligence and not by S&P Global Ratings, which is a separately managed division of S&P Global.

As commodity prices undergo rapid corrections, the labor market is experiencing a slower recovery. While conditions are improving for employers, wage growth remains sluggish due to high interest rates and reduced hiring optimism. Regions like Europe and North America face persistent challenges, including an aging workforce and structural skill shortages. Despite some areas of stability, such as in Mexico, the overall outlook suggests a cautious approach to hiring as businesses navigate these complexities. The labor market may tighten again as demand picks up, but for now, the path to normalcy is still a long one.

Credits:

• Host: Kristen Hallam
• Guests: Emily Crowley, Director of Pricing and Purchasing, S&P Global Market Intelligence
• Produced By: Kristen Hallam, Susan Minio
• Published With Assistance From: Susan Minio, Sophie Carr, Feranmi Adeoshun

In this episode of the Decisive podcast, host Kristen Hallam is joined by David Vagonakt and Shuchita Shukla from S&P Global Market Intelligence to explore the constraints facing the European Union's industrial sector and the potential for an industrial upcycle. They discuss the aftermath of the pandemic and the Russia-Ukraine war, highlighting persistent supply-side bottlenecks, including labor shortages and high production costs. Although some improvements have been noted, particularly in commodity prices and delivery times, demand for European goods remains weak, especially in heavy industries like construction and automotive.

The conversation delves into the uneven recovery across different sectors, the impact of geopolitical tensions, and the structural challenges posed by reduced gas imports and global competition, particularly from China.

More S&P Global Content:

• Flash eurozone PMI top five takeaways: Heightened risk of economy facing hard landing

Credits:

• Host: Kristen Hallam
• Guests: David Vagenknecht, Shuchita Shukla
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

In this episode of The Decisive Podcast, we dive into the upcoming G20 Summit, set to take place in November during a year filled with significant geopolitical shifts and key elections among member nations. Our experts discuss the G20's evolving role as a platform for mobilizing alliances and tackling critical global issues in our increasingly fragmented world.

Brazil, as the summit's host, may leverage this opportunity to influence conversations around economic recovery, climate action, and international cooperation. Learn more about what the priorities are for member countries including BRICS members.

More S&P Global Content:

• Global Economic Outlook: September 2024
• Emerging market growth decelerates in August while price pressures ease

Credits:

• Host: Natznet Tesfay
• Guests: Aries Poon, Laurence Allan, Carlos Cardenas, Thea Fourie
• Produced By: Kristen Hallam, Debbie Taylor
• Edited By: Resonate Recordings, Kristen Hallam
• Published With Assistance From: Sophie Carr

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