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Podcasts from S&P Global Economics & Country Risk

The Economics & Country Risk Podcast from S&P Global

Dedicated to sharing essential economic intelligence with those working in and affected by global markets. Our experts provide a 360-degree perspective across countries, risks, industries, and commodities to ensure you make the best possible decisions.

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Latest Podcasts
PODCAST Sep 26, 2024

Previewing the 2024 Inland Distribution Conference

PODCAST Sep 19, 2024

The Decisive | Ep. 14 - India's Demographic Dividend

PODCAST Sep 14, 2024

The Decisive | Ep. 15 - PMI in Focus: Trade trends and political uncertainty

PODCAST Sep 07, 2024

The Decisive | Ep. 13 - How US Monetary Policy Works

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  1. Previewing the 2024 Inland Distribution Conference

    26 September 2024 29:57 William Cassidy Eric Johnson

    In this episode of The Decisive Podcast, host Kristen Hallam delves into the upcoming Inland Distribution Conference, featuring insights from...

    • Economics
  2. The Decisive | Ep. 14 - India's Demographic Dividend

    19 September 2024 24:24

    As the world's most populous country, India faces unique opportunities and challenges in maximizing its labor potential for economic growth.

    • Supply Chain Risk
    • Political Risk
    • Labor Markets
    • Economic Risk
    • Economic forecasts and analysis
    • Country risk
    • Economics
  3. The Decisive | Ep. 15 - PMI in Focus: Trade trends and political uncertainty

    14 September 2024 20:38 Paul Smith, Ph.D. Tim Moore Andrew Harker

    In this episode of The Decisive Podcast, host Paul Smith is joined by senior economists Andrew Harker and Tim Moore to explore the latest trends...

    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Economics
  4. The Decisive | Ep. 13 - How US Monetary Policy Works

    07 September 2024 37:55 Lawrence Nelson

    Brush up on how U.S. monetary policy works as the September meeting of the Federal Open Market Committee approaches.

    • Monetary Policy
    • Labor Markets
    • Interest Rates
    • Inflation Rates
    • Inflation
    • Economic Risk
    • Economic forecasts and analysis
    • Economics
  5. The Decisive | Ep. 12 - Supply chains get schooled

    31 August 2024 22:40 Michael Zdinak Chris Rogers

    Dive into the critical back-to-school shopping season, a key retail period for U.S. consumers and businesses.

    • Supply Chain Logistics
    • Inflation
    • Economic forecasts and analysis
    • Economic Data
    • Consumer Spending
    • Economics
  6. The Decisive Ep 10 - Spilling The Tea On The Coffee Trade

    22 August 2024 17:21 Anna Rybicka Agnieszka Maciejewska

    Our experts tell the fascinating story of the trade in two beloved beverages: tea and coffee.

    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Economics
  7. The Decisive | Ep. 9 - Global macroeconomic themes

    10 August 2024 09:23 Ken Wattret

    S&P Global Market Intelligence’s interpretation of this recent data suggests that fears of an imminent US recession and related expectations...

    • Inflation
    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Country risk
    • Economics
  8. The Decisive | Ep. 6 - Election impact: France and the Olympics

    01 August 2024 19:56 Bibianna Norek Diego Iscaro

    Bibianna Norek and Diego Iscaro discuss the French election and its potential impacts on policymaking and the economy.

    • Trade Policy
    • Supply Chain Risk
    • Political Risk
    • Operational Risk
    • Economic Risk
    • Country risk
    • Economics
  9. The Decisive | Ep. 11 - Remodeling the home improvement market

    29 July 2024 19:05 Scott Hazelton

    In this episode of the Decisive Podcast, host Kristen Hallam sits down with Scott Hazelton, Consulting Director at S&P Global Market Intelligence...

    • Economics
  10. The Decisive | Ep. 7 - Election impact: UK Parliament

    27 July 2024 29:59 Jan Gerhard Chris Rogers Raj Badiani

    Jan Gerhard, Raj Badiani, and Chris Rogers from S&P Global Market Intelligence join host Kristen Hallam to discuss the new UK government and...

    • Supply Chain Risk
    • Political Risk
    • Operational Risk
    • Economic Risk
    • Country risk
    • Economics
  11. The Decisive | Ep. 5 - PMI in Focus: Midyear pulse check, reshoring, outlook survey

    20 July 2024 20:58 Paul Smith Andrew Harker

    Economists Paul Smith and Andrew Harker use data from our Purchasing Managers Index surveys to provide insights and analysis on the performance...

    • Trade Policy
    • Supply Chain Risk
    • Strategic Sourcing
    • Commodity Price Forecasts
    • Commodities
    • Economics
  12. The Decisive | Ep. 4 - Metal mayhem in the supply chain

    18 July 2024 13:29 John Anton Amanda Eglinton

    "Chaos." That's how steel expert John Anton describes the market for the rest of this year in this episode of The Decisive Podcast.

    • Trade Policy
    • Supply Chain Risk
    • Strategic Sourcing
    • Commodity Price Forecasts
    • Commodities
    • Economics
  13. The Decisive | Ep. 3 - Election impact: European Parliament

    08 July 2024 26:52 Dijedon Imeri

    Dijedon Imeri, principal analyst for Europe and CIS country risk at S&P Global Market Intelligence, joins host Kristen Hallam to discuss the...

    • Inflation Rates
    • Inflation
    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Economics
  14. The Decisive | Ep. 2 - Insights from the US Macroeconomic Outlook (Q2 2024)

    29 June 2024 12:19 Ben Herzon

    Join host Kristen Hallam as she discusses the US macroeconomic outlook with Ben Herzon, Executive Director and Co-Head of U.S. Economics at S&P...

    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Economics
  15. The Decisive | Ep. 1 - Election impact: South Africa

    22 June 2024 24:11 Langelihle Malimela

    Welcome to The Decisive podcast, where our experts provide insights and analysis to empower confident decision-making. The Decisive merges the...

    • Trade Policy
    • Supply Chain Risk
    • Operational Risk
    • Country risk
    • Economics
  16. Ep. 221 - Monetary policy: Different narratives

    08 June 2024 11:30 Harumi Taguchi Shuchita Shukla

    In this episode, we delve further into the different narratives presented by central banks that are raising interest rates instead of cutting...

    • Inflation Rates
    • Inflation
    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Economics
  17. Ep. 220 - Monetary policy: Pivots and prospects

    01 June 2024 30:49 Ken Wattret Lawrence Nelson Diego Iscaro Harumi Taguchi Shuchita Shukla

    Our economists share their perspectives on inflation, interest rates, and central bank policies. Gain valuable insights into the Fed's cautious...

    • Inflation Rates
    • Inflation
    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Economics
  18. Ep. 219 - The world's fastest growing economy: 10 minutes with an expert

    25 May 2024 14:34 Nicolás Suarez

    We delve into the remarkable growth of Guyana's economy, which has been the fastest growing in the world for several years. Fueled by its booming...

    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Commodities
    • Economics
  19. Ep. 218 - PMI in Focus: Update on inflation and a new PMI survey

    18 May 2024 19:34 Paul Smith David Owen Andrew Harker

    In this episode, our expert economists dive into the world of Purchasing Managers' Index (PMI) data and its impact on global markets.

    • Purchasing Managers’ Index (PMI)
    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Economics
  20. Ep. 217 - Banking risk update for emerging markets

    11 May 2024 09:19 Natasha McSwiggan

    Our banking risk experts provide insight into events impacting the financial sector in emerging markets each month

    • Economic Risk
    • Country risk
    • Banking Risk
    • Economics
  21. Ep. 216 - The state of semiconductor supply chains

    04 May 2024 27:51 Chris Rogers

    The chip industry sits at the nexus of national security and economic development policies. That has resulted in a race both in supporting national...

    • Trade Policy
    • Supply Chain Risk
    • Operational Risk
    • Country risk
    • Economics
  22. Ep. 215 - Economic impact of armed conflicts

    27 April 2024 15:57 Ken Wattret

    The prolongation of existing — and emergence of new — armed conflicts will likely remain a major source of geopolitical instability in the world...

    • Supply Chain Risk
    • Economic Risk
    • Economic Data
    • Country risk
    • Economics
  23. Ep. 214 - Reshoring Challenges

    20 April 2024 29:54 Aries Poon Samuel Parkin Rafael Amiel

    Companies are finding that supply chain disruption is not receding and the reliability of input, such as transportation is not returning to normal....

    • Supply Chain Risk
    • Operational Risk
    • Labor Markets
    • Country risk
    • Economics
  24. Ep. 213 - Logistics and transportation - 10 minutes with an expert

    13 April 2024 09:33

    Global demand continues to tread water, with the construction and manufacturing sectors facing headwinds from high interest rates.

    • Supply Chain Risk
    • Operational Risk
    • Country risk
    • Commodities
    • Economics
  25. Ep. 212 - 10 minutes with an expert: Steel markets

    12 April 2024 11:33 John Anton

    Steel prices are weak, and that makes it a buyer's market.

    • Supply Chain Risk
    • Supply Chain Logistics
    • Steel Markets
    • Commodities
    • Economics
  26. Ep. 211 - Global food security: Inflation impact and government responses

    30 March 2024 24:57 Carlos Cardenas Hanna Luchnikava-Schorsch Ronel Oberholzer

    Climate-related effects have been augmented by weather phenomena such as El Niño in certain geographies. This is impacting agricultural production...

    • Trade Data
    • Supply Chain Risk
    • Political Risk
    • Economic Risk
    • Commodities
    • Climate Change
    • Economics
  27. Ep. 210 - Global food security: The food supply chain and El Nino's impact

    23 March 2024 23:10 Carlos Cardenas Hanna Luchnikava-Schorsch

    Climate-related effects have been augmented by weather phenomena such as El Niño in certain geographies.

    • Trade Policy
    • Supply Chain Risk
    • Political Risk
    • Economic Risk
    • Country risk
    • Commodities
    • Climate Change
    • Economics
  28. Ep. 209 - PMI in Focus: Insights on Romania, supply chain, and more

    17 March 2024 35:49 Paul Smith, Ph.D. Andrew Harker

    In their first podcast of the year, our Purchasing Managers' Index team of economists provide insights on the impact of Red Sea shipping disruptions...

    • Supply Chain Risk
    • Purchasing Managers’ Index (PMI)
    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Economics
  29. Ep. 208 - The global cocoa trade

    09 March 2024 20:36 Anna Rybicka Agnieszka Maciejewska

    If you’re a chocolate lover, you probably eat up headlines declaring how good it is for your health.

    • Trade Data
    • Supply Chain Risk
    • Operational Risk
    • Economic Data
    • Commodities
    • Economics
  30. Ep. 207 - Five elections to watch in 2024

    02 March 2024 28:57 Deepa Kumar Langelihle Malimela Jose Sevilla-Macip Laurence Allan

    National interest objectives will influence reordering of relationships between countries and in multilateral forums, impacting global challenges...

    • Supply Chain Risk
    • Political Risk
    • Operational Risk
    • Country risk
    • Economics
  31. Ep. 206 - US Economic Predictions 2024

    24 February 2024 29:01 min Karl Kuykendall John Raines

    Gain insights into US economy 2024 trends as we unveil regional economic predictions for the year as Americans prepare for elections in November...

    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Country risk
    • Economics
  32. Ep. 205 - Logistics rewired: The world's largest ocean container shipping event

    17 February 2024 18:03 min Mark Szakonyi

    One of our key themes for 2024 is logistics rewired. At the world's largest ocean container shipping event, TPM, shippers and their transportation...

    • Supply Chain Risk
    • Supply Chain Logistics
    • Political Risk
    • Operational Risk
    • Country risk
    • Economics
  33. Ep. 203 - Global construction outlook for 2024

    03 February 2024 09:25 min Jeannine Cataldi

    we share insights from our webinar on the global construction outlook for 2024.

    • Economic Risk
    • Construction Suppliers
    • Economics
  34. Ep. 201 - Supply chain resilience

    20 January 2024 18:51 min Chris Rogers

    S&P Global Market Intelligence sees five key overlapping themes for the year ahead. In this episode, we explore the theme of supply chain resilience. ...

    • Supply Chain Risk
    • Operational Risk
    • Country risk
    • Economics
  35. Ep. 200 - Geopolitical reordering in 2024

    13 January 2024 20:58 Laurence Allan

    We see five key overlapping themes for the year ahead. In this episode, we explore the theme of geopolitical reordering.

    • Supply Chain Risk
    • Political Risk
    • Operational Risk
    • Country risk
    • Economics
  36. Ep. 199 - Top 10 economic predictions for 2024

    06 January 2024 18:55 min Ken Wattret

    S&P Global Market Intelligence sees five key overlapping themes for the year ahead. In this episode, we will delve into the economic fault lines...

    • Supply Chain Risk
    • Political Risk
    • Operational Risk
    • Country risk
    • Economics
  37. Ep. 198 - A disjointed world: Themes for 2024

    16 December 2023 28:07 min Natznet Tesfay Eric Johnson Laurence Allan Ken Wattret

    The global environment has still not settled onto a clear pathway toward a new stability.

    • Trade Policy
    • Supply Chain Risk
    • Supply Chain Logistics
    • Political Risk
    • Operational Risk
    • Inflation Rates
    • Economic Risk
    • Country risk
  38. Ep. 197 - Swings in US interest rates

    09 December 2023 10:50 min Michael Konidaris

    Financial conditions in the US have tightened significantly of late, with a rapid jump in yields on longer-term Treasury securities, a material...

    • Labor Markets
    • Inflation Rates
    • Inflation
    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Country risk
    • Banking Risk
  39. Ep. 196 - Deceptive shipping practices

    02 December 2023 16:03 min Jeremy Domballe

    Deceptive shipping practices began to emerge as a topic of interest in 2020, following guidance from the US Treasury Department.

    • Trade Policy
    • Supply Chain Risk
    • Operational Risk
    • Economic Risk
    • Country risk
    • Economics
  40. Ep. 195 - Water stress and the 2024 sustainability outlook

    25 November 2023 23:02 min Veronica Retamales Burford William Farmer

    Droughts and flood events in recent years have highlighted the importance of water as a strategic global resource.

    • Operational Risk
    • Economic Risk
    • Country risk
    • Climate Change
    • Economics
  41. Ep. 194 - PMI Insights: A look at the Americas

    18 November 2023 20:34 Paul Smith, Ph.D. Pollyanna De Lima Andrew Harker

    Our Purchasing Managers' Index team discusses key 2023 themes through the lens of economies in the Americas.

    • Purchasing Managers’ Index (PMI)
    • Inflation
    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Economics
  42. Ep. 193 - Monetary policy moves in Central Europe and Central Asia

    11 November 2023 29:25 min Andrew Birch Lilit Gevorgyan Shuchita Shukla

    Inflation was the economic bogeyman of 2022. Some Central European central banks believe they’ve banished the bogeyman and are cutting or preparing...

    • Monetary Policy
    • Inflation Rates
    • Inflation
    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Country risk
    • Economics
  43. Ep. 192 - Commercial and residential construction in Europe

    04 November 2023 14:03 Anja Heimann

    We share our outlook for commercial and residential construction in Europe.

    • Supply Chain Risk
    • Labor Markets
    • Economic Risk
    • Country risk
    • Commodities
    • Capital markets
    • Capital Construction Costs
    • Economics
  44. Ep 191 - Global construction outlook update

    28 October 2023 14:34mins Jeannine Cataldi

    Global construction outlook update

    • Political Risk
    • Economic Risk
    • Country risk
    • Economics
  45. Ep. 190 - Political change in South and Southeast Asia

    23 October 2023 23:09mins Aries Poon Deepa Kumar Hannah Cotillon Anton Alifandi

    Political change is coming to South and Southeast Asia.

    • Political Risk
    • Economic Risk
    • Country risk
    • Economics
  46. Ep. 189 - A consumer carol: Outlook for US holiday spending

    14 October 2023 23:54 min Michael Zdinak

    Our forecast for US holiday sales is looking "delightfully average," according to Michael Zdinak, director, US economics, S&P Global Market Intelligence....

    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Economics
  47. Ep. 188 - Supply chain outlook for Q4 2023

    07 October 2023 20:20 Chris Rogers

    The supply chain story of 2023 so far has been one of normalization.

    • Trade Policy
    • Supply Chain Risk
    • Political Risk
    • Operational Risk
    • Commodities
    • Economics
  48. Ep. 187 - Russia’s Economy Today

    30 September 2023 22:42 Lilit Gevorgyan

    Is the impact of sanctions on Russia's economy finally being felt after the Ukraine invasion? What has supported Russia's economy during wartime?...

    • Supply Chain Risk
    • Labor Markets
    • Economic Risk
    • Country risk
    • Commodities
    • Capital markets
    • Capital Construction Costs
    • Economics
  49. Ep. 186 - High interest in home improvement

    23 September 2023 15:28 Scott Hazelton

    The US market for home improvement was at an all-time high during the pandemic when many people were forced to live, work, and educate their...

    • Supply Chain Risk
    • Labor Markets
    • Economic Risk
    • Country risk
    • Commodities
    • Capital markets
    • Capital Construction Costs
    • Economics
  50. Ep. 185 - PMI Insights: Extreme weather impact

    16 September 2023 21:05 Paul Smith, Ph.D. Andrew Harker Phil Smith

    2023 has delivered some extreme weather events, from extreme heat in Southern Europe to a dry spell that affected crop yields in Southeast Asia...

    • Supply Chain Risk
    • Operational Risk
    • Environmental, Social and Governance (ESG)
    • Economic Risk
    • Commodities
    • Economics
  51. Ep. 184 - Sustainability at sea: Port performance and emissions

    09 September 2023 23:05 Turloch Mooney

    We all think of emissions when we’re stuck in traffic, cars idling all around us.

    • Supply Chain Risk
    • Operational Risk
    • Environmental, Social and Governance (ESG)
    • Economic Risk
    • Commodities
    • Economics
  52. Ep. 183 - A bigger BRICS

    02 September 2023 15:34 Langelihle Malimela

    South Africa hosted this year’s heads of state summit for the BRICS countries — Brazil, Russia, India, and mainland China along with South Africa....

    • Trade Policy
    • Economic Risk
    • Country risk
    • Economics
  53. Ep. 182 - Critical minerals in sub-Saharan Africa

    26 August 2023 16:52 Alisa Strobel Archbold Macheka Langelihle Malimela Thea Fourie

    Sub-Saharan Africa has a potentially important role to play in the global supply chain of critical minerals, having very sizeable reserves of...

    • Political Risk
    • Operational Risk
    • Environmental, Social and Governance (ESG)
    • Economic Risk
    • Country risk
    • Commodities
    • Climate Change
    • Economics
  54. Ep. 181 - A long war in Ukraine

    19 August 2023 22:45 Alex Kokcharov

    The Russia Ukraine war grinds on after 18 months, shock waves are felt through financial and commodities markets. We discuss about the Russia...

    • Security Risk
    • Political Risk
    • Economic Risk
    • Economic forecasts and analysis
    • Country risk
    • Economics
  55. Ep. 180 - Nearshoring to Mexico: The supply chain story

    18 August 2023 24:36 min Chris Rogers

    More products are being made in Mexico for the US market — a trend known as nearshoring. In our three-episode series on nearshoring to Mexico...

    • Supply Chain Risk
    • Political Risk
    • Operational Risk
    • Labor Markets
    • Economic Risk
    • Economics
  56. Ep. 179 - Nearshoring to Mexico: Operational insights

    05 August 2023 29:26 min Emily Crowley Johanna Marris

    Building your manufacturing facility in Mexico can pay dividends. It can also pose risks to your business. How do companies weigh these factors...

    • Supply Chain Risk
    • Political Risk
    • Operational Risk
    • Labor Markets
    • Economic Risk
    • Economics
  57. Ep. 178 - Nearshoring to Mexico: The big picture

    29 July 2023 28:02 min Rafael Amiel Jose Sevilla-Macip

    In our three-episode series on nearshoring to Mexico, you will hear the story behind the attraction and how long the love affair may last. We’ll...

    • Supply Chain Risk
    • Political Risk
    • Operational Risk
    • Labor Markets
    • Economic Risk
    • Economics
  58. Supply chain outlook: Right place, right time

    22 July 2023 24:47 min Chris Rogers

    Supply chains are almost back to normal in terms of activity, inventories and seasonality. Yet there are plenty of uncertainties in both government...

    • Supply Chain Risk
    • Political Risk
    • Operational Risk
    • Economic Risk
    • Country risk
    • Commodities
    • Economics
  59. PMI Insights: Divergent trends in goods and services

    15 July 2023 23:45 mins Paul Smith, Ph.D. Andrew Harker Jingyi Pan

    Our Purchasing Managers' Index team compiles data for more than 40 economies around the world. In this episode, the economists explore the divergence...

    • Security Risk
    • Purchasing Managers’ Index (PMI)
    • Operational Risk
    • Labor Markets
    • Inflation
    • Economic Risk
    • Economic forecasts and analysis
    • Country risk
  60. NATO in the spotlight

    13 July 2023 23:01 mins Lindsay Newman Alex Kokcharov

    The 74-year-old North Atlantic Treaty Organization, better known as NATO, is holding its summit in Vilnius, Lithuania, on July 11 and 12. The...

    • Security Risk
    • Operational Risk
    • Country risk
    • Economics
  61. Housing markets in focus: Asia-Pacific

    07 July 2023 30:10 mins Todd C. Lee Bree Neff

    In this episode - the third and final installment of our series on housing markets around the globe - we zero in on select markets in the Asia-Pacific...

    • Labor Markets
    • Inflation
    • Economic Risk
    • Economic forecasts and analysis
    • Banking Risk
    • Economics
  62. Housing markets in focus: MENA and sub-Saharan Africa

    29 June 2023 26:40 mins Ralf Wiegert Jamil Naayem Ronel Oberholzer

    House prices experienced sharp increases in most developed economies during the last decade as record-low interest rates supported demand for...

    • Labor Markets
    • Inflation
    • Economic Risk
    • Economic forecasts and analysis
    • Banking Risk
    • Economics
  63. Housing markets in focus: The US, Canada and Europe

    17 June 2023 34:21 mins Patrick Newport Arlene Kish Anja Heimann

    House prices experienced sharp increases in most developed economies during the last decade as record-low interest rates supported demand for...

    • Labor Markets
    • Inflation
    • Economic Risk
    • Banking Risk
    • Economics
  64. Brazil's political and economic outlook

    15 June 2023 40:20 mins Rafael Amiel Carlos Cardenas Ailsa Rosales Carlos Caicedo

    President Luiz Inácio Lula da Silva is seeking to position Brazil, the largest economy in Latin America, as a country willing to expand and diversify...

    • Inflation
    • Economic Risk
    • Economic Data
    • Economics
  65. India's global ambitions

    27 May 2023 30:08 mins Deepa Kumar Gauri Jauhar Ashima Tyagi

    It’s a big year for India. It’s become the world’s most populous country. In September, it will host the G20 summit, at a crucial time for global...

    • Operational Risk
    • Inflation
    • Economic Risk
    • Economic forecasts and analysis
    • Capital Construction Costs
    • Economics
  66. PMI Insights: Evolving trends in sub-Saharan Africa

    20 May 2023 22:28 mins Paul Smith, Ph.D. Andrew Harker Thea Fourie

    Our Purchasing Managers' Index team compiles data for more than 40 economies around the world.

    • Purchasing Managers’ Index (PMI)
    • Economics
  67. Global construction outlook: 10 minutes with an expert

    13 May 2023 13:53 mins Jeannine Cataldi

    What is driving construction spending in 2023? Our expert discusses the economic forces at play in various regions and shares our global outlook...

    • Operational Risk
    • Economic Risk
    • Economic forecasts and analysis
    • Capital Construction Costs
    • Economics
  68. Ghosting sanctions with a shadow fleet

    11 May 2023 27:44 mins Byron McKinney

    Russia has repeatedly stated that it will not work with the G7 oil price cap for crude oil that took effect in December 2022, or with the subsequent...

    • Trade Policy
    • Supply Chain Risk
    • Operational Risk
    • Economic Risk
    • Country risk
    • Economics
  69. Turkey's election: What Erdogan's victory means

    03 May 2023 25:14mins John Raines Andrew Birch Jessica Leyland

    On May 28, voters in Turkey went to the polls for a second time to choose their president after a vote two-weeks earlier proved inconclusive....

    • Political Risk
    • Government Policy & Regulations
    • Economic Risk
    • Credit Risk
    • Capital markets
    • Economics
  70. Supply chain outlook: A year of two halves

    15 April 2023 28:00 Chris Rogers

    The year 2023 is a year of two halves for global supply chains. During second quarter 2023, a normalization of supply chain conditions will continue...

    • Supply Chain Risk
    • Operational Risk
    • Economic Risk
    • Commodities
    • Economics
  71. Global security hot spots

    09 April 2023 38:26 John Raines Jose Sevilla-Macip Kevjn Lim Bibianna Norek Langelihle Malimela

    While the Russia-Ukraine war continues, violent incidents are occurring across the globe, including ongoing protests in Europe, terrorist attacks...

    • Security Risk
    • Political Risk
    • Operational Risk
    • Economic Risk
    • Country Intelligence
    • Economics
  72. South African economy: 10 minutes with an economist

    10 March 2023 12:11 Thea Fourie

    This episode will provide you with a deep dive into the uncertainty facing South Africa's economy in 2023. Our expert shares the top macroeconomic...

    • Political Risk
    • Economic Risk
    • Economics
  73. Purchasing Managers Index : Stocks of finished goods and a new data set

    19 November 2022 20:48 Paul Smith, Ph.D. David Owen Andrew Harker

    Tune in for the latest trends seen in our Purchasing Managers Index data.

    • Purchasing Managers’ Index (PMI)
    • Economics
  74. Hosting COP27 Showcases How Africa is Handling Climate Change

    09 November 2022 22:31 Theo Acheampong William Farmer

    Having the United Nations Climate Change Conference, COP27, in Egypt naturally shines a spotlight on the policies African nations are considering...

    • Commodity Price Forecasts
    • Economics
  75. Inflation and inventories: Two trends shaping US holiday sales

    25 October 2022 19:28 mins Michael Zdinak Akshat Goel

    Bargain hunting is coming back into fashion this holiday season as inflation drives up prices and inventories remain high for certain categories...

    • Inflation
    • Economics
  76. Energy Prices and Availability as Winter Approaches

    22 October 2022 19:28 mins John Anton Thomas McCartin

    Energy markets will be tight everywhere through the end of 2022 and start of 2023.

    • Steel Markets
    • Operational Risk
    • Natural Gas / LNG Markets
    • Inflation Rates
    • Economic Risk
    • Commodity Price Forecasts
    • Commodities
    • Economics
  77. The impacts of conflicts in sub-Saharan Africa

    01 October 2022 22:38 mins Martin Roberts Alisa Strobel William Farmer Jordan Anderson

    Armed conflict has broken out in Ethiopia and insurgents have delayed the development of liquified natural gas facilities in Mozambique.

    • Labor Markets
    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Economics
  78. Zeroing in on attractive construction markets

    24 September 2022 18:18 mins Scott Hazelton

    Our expert talks about the five-year outlook for global construction and which markets are attractive for investment based on our regional data...

    • Operational Risk
    • Economic Risk
    • Country risk
    • Capital Construction Costs
    • Economics
  79. Insight from our Purchasing Managers’ Index data: Australia, Taiwan and more

    17 September 2022 21:08 min Paul Smith Andrew Harker

    Our economists discuss dominant themes through the lenses of our Purchasing Managers’ Index data sets.

    • Purchasing Managers’ Index (PMI)
    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Economics
  80. Managing price volatility in commodities contracts

    31 August 2022 17:25 mins John Anton Laura Hodges

    How can you capture commodities price volatility in your supply contracts and mitigate your risk? Our experts discuss how to balance risk between...

    • Inflation Rates
    • Commodity Price Forecasts
    • Capital Construction Costs
    • Economics
  81. Inflation and unrest in sub-Saharan Africa

    20 August 2022 31:35 mins Langelihle Malimela Theo Acheampong Martin Roberts Thea Fourie

    A slowdown in food and oil prices could bring inflation down in the sub-Saharan African region in the coming months, although the downward path...

    • Security Risk
    • Operational Risk
    • Country risk
    • Economics
  82. Timber! Lumber prices fall from historic highs

    30 July 2022 9:45 mins John Anton Deni Koenhemsi

    Lumber prices have dropped sharply in recent months, leading other commodities down from the levels seen after Russia’s invasion of Ukraine.

    • Commodity Price Forecasts
    • Economics
  83. Inflationary pressures in the Sub-Saharan Africa region

    20 July 2022 21:17 Andrew Harker Ronel Oberholzer Thea Fourie

    Inflationary pressures in the Sub-Saharan Africa region

    • Economic forecasts and analysis
    • Economic Data
    • Economics
  84. The Age of Food Scarcity: Understanding the economic, political and business implications of declining food supplies

    01 July 2022 44:30 min John Raines Jihane Boudiaf Alex Kokcharov Paul Hughes Ken Wattret

    With a decrease in food outputs linked to the Russia Ukraine war, how are businesses and governments coping with rising food costs and the knock-on...

    • Supply Chain Risk
    • Economic Risk
    • Country risk
    • Economics
  85. Cyber risks today

    25 June 2022 34:33 min John Raines Jordan Anderson

    The influx of remote workforces, new technologies, and growing geopolitical tensions have created opportunities for cyber criminals and state...

    • Supply Chain Risk
    • Economic Risk
    • Country risk
    • Economics
  86. Lockdowns and labor issues – the next wave of PMI insights

    19 May 2022 21:09 min Paul Smith, Ph.D. Annabel Fiddes Andrew Harker

    Local COVID-related lockdowns in mainland China, the war in Ukraine, labor shortages, and supply chain disruptions continue to negatively impact...

    • Purchasing Managers’ Index (PMI)
    • Economic Risk
    • Country risk
    • Economics
  87. Sub-Saharan Africa: Recovery interrupted

    02 April 2022 19:27 min Alisa Strobel Archbold Macheka Thea Fourie

    Like most of the world, the Sub-Saharan African region is only slowly starting to recover from the full impact of the COVID-19 pandemic.

    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Country risk
    • Economics
  88. Ripples and waves - February signals broad-based improvements

    19 March 2022 20:39 min Paul Smith, Ph.D. Joseph Hayes Andrew Harker

    Our PMI (tm) team digs into the February PMI survey results which indicate waning impacts from COVID-19 on the services economies and large bounces...

    • Purchasing Managers’ Index (PMI)
    • Economic forecasts and analysis
    • Economic Data
    • Economics
  89. Electrical machinery: The next challenge in supply chain disruption

    27 February 2022 14:41 min John Anton Maxwell Clarke

    Pricing pressures on nonferrous metals have negatively impacted the machinery and equipment categories – specifically electrical machinery.

    • Country Intelligence
    • Economics
  90. Commodity pricing pressure: Top down and bottom up

    26 February 2022 14:41 min John Anton John Mothersole

    Our pricing and purchasing team digs in to understand how inflation, cost of good, labor costs, and commodity prices are going to fair in the...

    • Commodity Price Forecasts
    • Commodities
    • Economics
  91. Sub-Saharan Africa: Regional vulnerability to rising interest rates

    19 February 2022 15:35 min Thea Fourie Chris Suckling, Ph.D. Alisa Strobel

    The US Federal Reserve is expected to start rate tightening in March. What will this mean for countries in Sub-Saharan Africa with less solid...

    • Economic forecasts and analysis
    • Economic Data
    • Banking Risk
    • Economics
  92. Geostrategy 2022-Risks on the Horizon

    12 February 2022 2:29 min Carlos Pascual Roger Diwan Paul McConnell Natznet Tesfay Deepa Kumar Laurence Allan David Li

    Volatility shocks to a wide range of sectors will likely continue for much of the year ahead. Not only are global threats increasing, but they’re...

    • Security Risk
    • Political Risk
    • Economic Risk
    • Country risk
    • Country Intelligence
    • Economics
  93. Irregular migration

    03 February 2022 40:10 min John Raines Jose Sevilla-Macip Blanka Kolenikova Sophie Malin Lindsay Newman, Ph.D.

    Immigration has quickly become one of the frontline issues affecting the stability of societies and economies. Our experts delve into the impact...

    • Security Risk
    • Political Risk
    • Economic Risk
    • Country risk
    • Country Intelligence
    • Economics
  94. Pressure at the ballot box: Critical elections in Sub-Saharan Africa

    25 January 2022 25:45 min Thea Fourie Martin Roberts Langelihle Malimela

    Our sub-Saharan research team discusses the current political challenges connected to elections, and pre-elections, in South Africa and Nigeria....

    • Political Risk
    • Operational Risk
    • Economics
  95. Chemical reactions: Buying conditions in 2022

    20 January 2022 20:19 John Anton Michael Dall

    Following on a year of severe supply disruption including weather, trade challenges, and supply chain breakdowns, are chemical markets slowly...

    • Economics
  96. Sub-Saharan Africa challenges for 2022. Could it be more challenging than 2021?

    18 December 2021 40:19 Langelihle Malimela Theo Acheampong, Ph.D. Thea Fourie

    Our Africa team explores how Africa and constituent countries fared through 2021 and then take us to 2022 and what they see in terms of economic...

    • Economic Risk
    • Economic forecasts and analysis
    • Country risk
    • Economics
  97. Get your money's worth: Using PMI data to assess currency valuation

    13 December 2021 23:35 Paul Smith, Ph.D. Andrew Harker Pollyanna De Lima Joseph Hayes

    Our PMI research team discusses currency valuations, the impact of price pressures on business performance, and our latest survey results.

    • Purchasing Managers’ Index (PMI)
    • Economic Data
    • Economics
  98. Tariff redux: Section 232

    04 December 2021 12:16 John Anton John Mothersole

    The United States and the EU have agreed to Section 232 revisions that take effect on 1 January 2022. The new agreement is much like the quota-and-tariff...

    • Trade Policy
    • Government Policy & Regulations
    • Economics
  99. Hey big spender: Infrastructure

    04 December 2021 12:16 John Anton John Mothersole

    John Anton and John Mothersole sit down to break this big spend bill apart and help us get into the details of the impact to our supply chains...

    • Trade Policy
    • Government Policy & Regulations
    • Fiscal Policy
    • Commodity Price Forecasts
    • Economics
  100. Semiconductor shortage : Examining the data behind the bottleneck

    13 November 2021 18:13 Chris Suckling, Ph.D. Sian Jones

    Our research team pulls back the curtain to talk through what they were seeing and watching in the data as this shortage came to the forefront....

    • Supply Chain Risk
    • Purchasing Managers’ Index (PMI)
    • Economic Data
    • Economics
  101. Why establishing a Social License to Operate practice is critical

    30 October 2021 28:41 Anna Boyd Natznet Tesfay Veronica Burford

    The concept of social license to operate has been around for a long time in both mining and energy sectors. Many companies have established practices...

    • Operational Risk
    • Economic Risk
    • Country risk
    • Economics
  102. Afghanistan and what it means for transnational Jihadi terrorism

    25 October 2021 20:40 John Raines, Ph.D. Asad Ali Ludovico Carlino

    Having defeated the Afghan government militarily and negotiated the departure of foreign forces from the country, the Taliban’s focus is now...

    • Terrorism
    • Security Risk
    • Political Risk
    • Economic Risk
    • Country risk
    • Economics
  103. The economic impacts of climate change

    21 October 2021 18:27 John Raines, Ph.D. Jonathan Ablett

    Choices made today by consumers, corporations and governments are leading to consequences in the latter half of this century that determine whether...

    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Country risk
    • Economics
  104. Beyond banking - The possibilities provided by blockchain technology in Sub-Saharan Africa

    15 October 2021 36:56 Anton Casteleijn Theo Acheampong, Ph.D. Alisa Strobel Brian Lawson

    Fintech is a major force shaping the structure of the financial industry in Sub-Saharan Africa and it is rapidly changing the competitive landscape....

    • Economic Risk
    • Country risk
    • Economics
  105. How complete is your risk profile? Looking at LNG projects in Mozambique and Tanzania | S&P Global

    07 October 2021 17:12 Roderick Bruce Eva Renon

    How complete is your risk profile? Looking at LNG projects in Mozambique and Tanzania

    • Economic Data
    • Country risk
    • Economics
  106. Help wanted: Global labor shortages and disruptions | S&P Global

    28 September 2021 24:19 John Anton Emily Crowley Sophie Malin

    Tight labor markets are causing issues for services and manufacturing industries around the globe. These labor shortages are creating and exacerbating...

    • Supply Chain Risk
    • Labor Markets
    • Economics
  107. Climate shifts - Unrest, policy, and growth

    20 September 2021 37:30 Jordan Anderson Jihane Boudiaf Ailsa Rosales Diego Iscaro Petya Barzilska

    In this episode, we look at how climate change is disrupting regional stability, shaping future policy, shifting economic growth and investment...

    • Environmental, Social and Governance (ESG)
    • Country risk
    • Country Intelligence
    • Economics
  108. Out of stock - Manufacturing in South East Asia

    13 September 2021 19:50 Paul Smith, Ph.D. Andrew Harker Usamah Bhatti

    Malaysian factories suffered shutdowns in June due to the rise in Delta variant cases and, as of now, are still not operating at full capacity....

    • Supply Chain Risk
    • Purchasing Managers’ Index (PMI)
    • Economic Data
    • Economics
  109. Zambia’s election outcome

    08 September 2021 24:21 Langelihle Malimela Theo Acheampong, Ph.D. Thea Fourie

    Hakainde Hichilema, the leader of the United Party for National Development, won the 12 August Zambian presidential election. In today’s episode...

    • Economic Risk
    • Country risk
    • Commodity Price Forecasts
    • Economics
  110. What goes up for machinery...may not come down?

    02 September 2021 17:39 John Anton Maxwell Clarke

    What goes up for machinery, may not come down

    • Economic Risk
    • Country risk
    • Commodity Price Forecasts
    • Economics
  111. Tunisia's struggles

    14 August 2021 39:30 Jack A. Kennedy Yasmine Ghozzi Ludovico Carlino

    Often held up as the only democratic success story to come out of the Arab Spring, Tunisia has struggled through a decade of consistent unrest...

    • Political Risk
    • Country risk
    • Economics
  112. What our global manufacturing surveys are telling us

    07 August 2021 19:44 Paul Smith, Ph.D. Sian Jones Andrew Harker

    What’s driving growth in manufacturing production around the globe? Our PMI economists join us to discuss what our PMI surveys are telling us...

    • Purchasing Managers’ Index (PMI)
    • Indices
    • Economic Risk
    • Economic Data
    • Country risk
    • Economics
  113. Episode 100: Semiconductor shortages cause ripples across markets

    31 July 2021 19:54 mins John Mothersole John Bauman

    After many choppy weeks for commodity markets, the transition in pricing is finally beginning.

    • Economic Risk
    • Country risk
    • Commodity Price Forecasts
    • Economics
  114. Episode 98: The future of Afghanistan

    20 July 2021 21:43 Asad Ali John Raines, Ph.D.

    The US recently announced a long-awaited withdrawal despite the fact that the Taliban is making advancements in the country. Progress on many...

    • Political Risk
    • Operational Risk
    • Country risk
    • Economics
  115. Episode 97: Ethiopian election - Impacts to ongoing conflict and economic growth

    19 July 2021 28:07 Alisa Strobel Jordan Anderson Eva Renon Langelihle Malimela

    Episode 97: Ethiopian election - Impacts to ongoing conflict and economic growth

    • Economics
  116. Episode 96: The impact of the Delta Variant in Southern Africa

    10 July 2021 10:59 Thea Fourie Langelihle Malimela Deepa Kumar

    Episode 96: The impact of the Delta Variant in Southern Africa

    • Economics
  117. Episode 95: Realistic Disaster Scenario - What if Latin America sees a surge in violent unrest?

    06 July 2021 14:13 Alexia Ash Carlos Caicedo

    In today’s episode, we are once again talking about an incident that is highly unlikely to happen – it’s called a Realistic Disaster Scenarios...

    • Security Risk
    • Political Risk
    • Economic Risk
    • Country risk
    • Economics
  118. Episode 94: Volatility in building materials - A classic supply and demand story

    30 June 2021 18:07 Deni Koenhemsi John Anton Scott Hazelton

    The news, and our podcasts, have been filled with stories about the dramatic rise in lumber prices – until 2 weeks ago when prices fell.

    • Economic Risk
    • Commodity Price Forecasts
    • Economics
  119. Episode 93: Consumer outlook for Sub-Saharan Africa

    19 June 2021 14:32 Thea Fourie Andrew Harker Alisa Strobel

    Sub-Saharan Africa suffered a sharp economic contraction over the last year. Pandemic lockdowns, trade and supply Chain disruptions, and employment...

    • Purchasing Managers’ Index (PMI)
    • Economic Data
    • Consumer Spending
    • Economics
  120. Episode 92: Realistic Disaster Scenarios: Iran regional war risk

    11 June 2021 12:57 Alexia Ash Kevjn Lim

    Episode 92: Realistic Disaster Scenarios: Iran regional war risk

    • Security Risk
    • Political Risk
    • Country risk
    • Economics
  121. Episode 91: Commodities may have reached their peak - Looking at the signals

    08 June 2021 13:41 John Anton John Mothersole

    Episode 91: Commodities may have reached their peak - Looking at the signals

    • Commodity Price Forecasts
    • Economics
  122. Episode 90: Implications for Mozambique’s insurgency in the northern Cabo Delgado province

    02 June 2021 14:45 Thea Fourie Eva Renon Roderick Bruce Langelihle Malimela

    Implications for Mozambique’s insurgency in the northern Cabo Delgado province

    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Banking Risk
    • Economics
  123. Episode 89: What’s next for the Central African Economic and Monetary Community (CEMAC) region?

    22 May 2021 14:13 Thea Fourie Eva Renon Archbold Macheka

    On the heels of Chad announcing it wanted to participate in the IMF-G20 debt restructuring initiatives, our Africa experts sit down to talk about...

    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Banking Risk
    • Economics
  124. Episode 88: Supply chain issues compound as freight woes continue

    08 May 2021 16:17 Paul Bingham John Anton

    Episode 88: Supply chain issues compound as freight woes continue

    • Supply Chain Risk
    • Economic Risk
    • Commodity Price Forecasts
    • Commodities
    • Economics
  125. Episode 87: COVID-19 outbreak in India

    06 May 2021 15:11 Lindsay Newman, Ph.D. Hanna Luchnikava-Schorsch Deepa Kumar

    Episode 87: COVID-19 outbreak in India

    • Supply Chain Risk
    • Disease Management & Prevention
    • Coronavirus
    • Economics
  126. Episode 86: COVID-19 Vaccine rollout across the Middle East and North Africa

    05 May 2021 28:16 Lindsay Newman, Ph.D. Sacha Baggili Jack A. Kennedy Ralf Wiegert, Ph.D. Jihane Boudiaf

    It’s a divided and disparate recovery story across the MENA region depending on each country’s ability to access and provide vaccines to their...

    • Supply Chain Risk
    • Economic Risk
    • Disease Management & Prevention
    • Coronavirus
    • Economics
  127. Episode 85: Covid-19 vaccine rollout across Europe

    29 April 2021 22:32 Lindsay Newman, Ph.D. Dijedon Imeri Diego Iscaro Eoin Ryan

    In this episode, our country risk and life science experts come together to talk about supply chain challenges, heightened protectionist moments...

    • Supply Chain Risk
    • Economic Risk
    • Disease Management & Prevention
    • Coronavirus
    • Economics
  128. Episode 84: Lumber climbs sky-high

    20 April 2021 15:17 John Anton Deni Koenhemsi

    Lumber climbs sky-high

    • Supply Chain Risk
    • Commodity Price Forecasts
    • Commodities
    • Economics
  129. Episode 83: The geopolitical challenges of COVID-19 vaccine delivery: Sub Saharan Africa

    11 April 2021 13:41 William Farmer Thea Fourie Lindsay Newman, Ph.D.

    Episode 83 The geopolitical challenges of COVID-19 vaccine delivery Sub Saharan Africa

    • Supply Chain Risk
    • Economic Data
    • Disease Management & Prevention
    • Country risk
    • Coronavirus
    • Economics
  130. Episode 82: Sub-Saharan Africa debt relief - Is the international community doing enough?

    06 April 2021 19:44 Chris Suckling, Ph.D. Thea Fourie Theo Acheampong, Ph.D.

    Join our Sub-Saharan Africa team in their discussion on the debt relief efforts being offered by the IMF and the G20 to the region. Is it enough?...

    • Sovereign Risk
    • Country risk
    • Economics
  131. Episode 80: Steel markets - The big picture

    23 March 2021 11:57 John Anton

    With steel prices hitting record highs, and supplies being tight in many regions, our Director of Pricing & Purchasing, John Anton, sits with...

    • Supply Chain Risk
    • Steel Markets
    • Commodity Price Forecasts
    • Economics
  132. Episode 81: Sovereign level ESG in Latin America

    19 March 2021 29:40 Alexia Ash Carla Selman Johanna Marris Ailsa Rosales

    Most of us discuss ECG at the corporate level, but what if we looked at the country level? Last year we launched a Sovereign ESG index to provide...

    • Economic Risk
    • Country risk
    • Climate Change
    • Economics
  133. Episode 79: Covid-19 vaccine rollout across the Asia-Pacific region

    16 March 2021 28:35 Lindsay Newman, Ph.D. Bree Neff Sophie Cairns Deepa Kumar

    The Asia-Pacific region is well-placed in the coronavirus disease 2019 (COVID-19) vaccine rollout, with both India and China having sufficient...

    • Economic Data
    • Country risk
    • Coronavirus
    • Economics
  134. Episode 78: Box and board packaging prices feeling pressure

    09 March 2021 7:44 Patrick Warren John Anton

    Join John Anton and Patrick Warren from our pricing and purchasing team as they talk about the increases in packaging costs in the first half...

    • Supply Chain Risk
    • Commodity Price Forecasts
    • Economics
  135. Episode 77: China’s Economic Outlook in the Year of the Ox

    23 February 2021 17:19 Rajiv Biswas Todd Lee Yating Xu Lei Yi

    Episode 77: China’s Economic Outlook in the Year of the Ox

    • Economic forecasts and analysis
    • Economic Data
    • Country Intelligence
    • Coronavirus
    • Economics
  136. Supply Chain Diversification: Trade opportunities for Sub-Saharan Africa

    20 February 2021 26:53 Natznet Tesfay Dr. Marie Lechler Alisa Strobel William Farmer Archbold Macheka Thea Fourie

    One of the many fallouts from the Covid-19 pandemic is disruptions to global supply chains. As we start to restructure supply chains, our Sub...

    • Supply Chain Risk
    • Economic Risk
    • Economics
  137. Episode 75: Geopolitics of Covid-19 Vaccine role out: Latin America

    18 February 2021 26:53 Lindsay Newman Johanna Marris Rafael Amiel

    Episode 75: Geopolitics of Covid-19 Vaccine role out: Latin America

    • Economic Data
    • Economics
  138. Episode 74: Chinese bond defaults - It’s not the monetary size that matters

    09 February 2021 18:03 Rajiv Biswas Lei Yi Yating Xu Angus Lam

    While bond defaults are not uncommon in Mainland China, a few recent defaults have triggered a strong response. What makes these different? Well...

    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Capital markets
    • Economics
  139. Episode 73: When will APAC economy recover? A regional outlook for 2021

    02 February 2021 29:29 Rajiv Biswas

    Episode 73: When will APAC economy recover? A regional outlook for 2021

    • Supply Chain Risk
    • Economic Risk
    • Economic forecasts and analysis
    • Economic Data
    • Economics
  140. Episode 72: Supply chain disruptions - Continued shortages in materials and labor

    27 January 2021 15:58 Sophie Malin John Anton John Mothersole

    Episode 72: Supply chain disruptions - Continued shortages in materials and labor

    • Research and Development (R&D)
    • Healthcare Economics
    • Disease Management & Prevention
    • Coronavirus
    • Economics
  141. Steel price outlook: Markets in turmoil

    09 January 2021 27:59 John Anton

    In our first pricing focused podcast of 2021, John Anton talks about the very tumultuous steel market. While demand not back to pre-pandemic...

    • Commodity Price Forecasts
    • Economics
  142. Episode 69: Cargo and supply chain disruptions in Mexico

    04 January 2021 15:33 Johanna Marris John Raines, Ph.D.

    Episode 69: Cargo and supply chain disruptions in Mexico

    • Security Risk
    • Operational Risk
    • Economic Risk
    • Economics
  143. Episode 68: Banking sector risks to watch in 2021

    23 December 2020 16:35 Brian Lawson Greta Butaviciute Alyssa Grzelak

    Episode 68: Banking sector risks to watch in 2021

    • Economic Data
    • Economics
  144. Episode 67: Commodity prices in 2021 for key chemicals, plastics, and metals

    15 December 2020 20:29 John Anton Michael Dall

    Episode 67: Commodity prices in 2021 for key chemicals, plastics, and metals

    • Commodity Price Forecasts
    • Economics
  145. Episode 66: Indonesian banking sector outlook

    21 November 2020 15:52 Rajiv Biswas Angus Lam

    Indonesia, the biggest economy in SE Asia and had been growing at a rapid pace. However, it has been suffering terribly since the beginning of...

    • Economic Data
    • Economics
  146. Episode 65: Current state of the global metals market

    15 November 2020 27:59 John Anton John Mothersole

    John Anton and John Mothersole join us for another wide-ranging discussion around the global metal’s markets. They start off discussing the impact...

    • Commodity Price Forecasts
    • Economics
  147. Episode 64: Fiscal austerity, the IMF, and the G20: Holding off another lost decade?

    31 October 2020 37:23 Chris Suckling, Ph.D. Theo Acheampong, Ph.D. Carla Selman

    Last week the IMF and finance ministers from the G20 made some ostensibly landmark decisions affecting the ability of developing countries to...

    • Economic Risk
    • Economic Data
    • Economics
  148. Episode 63: Where economic trends are heading

    26 October 2020 10:56 Chris Williamson

    Seven or so months into the global pandemic, and the ensuing economic slowdown, we are finally seeing some positive movement. While September...

    • Economic Data
    • Economics
  149. Episode 62: Capital Market trends

    12 October 2020 18:25 Brian Lawson

    Join our capital markets specialist, Brian Lawson, as he talks about the recent developments in the sector.

    • Economic Data
    • Economics
  150. Episode 61: What's happening in labor markets across Europe?

    28 September 2020 13:22 Sophie Malin

    Episode 61: What's happening in labor markets across Europe?

    • Government Policy & Regulations
    • Economic Data
    • Economics
  151. Episode 60: Asia Pacific economic outlook shocks and impact on supply chains

    26 September 2020 23:27 Rajiv Biswas

    Episode 60: Asia Pacific economic outlook shocks and impact on supply chains

    • Economic Data
    • Economics
  152. Episode 59: All that's silver is not gold... or is it?

    20 September 2020 08:10 John Anton KC Chang, B.com, MA, MS

    Episode 59: All that's silver is not gold... or is it?

    • Commodity Price Forecasts
    • Economics
  153. Episode 58: Lumber carrying its weight in price

    15 September 2020 11:33 Deni Koenhemsi John Anton

    Episode 58: Lumber carrying its weight in price

    • Economic Data
    • Economics
  154. Episode 57: New policies for the Indian banking sector

    02 September 2020 9:14 Angus Lam

    Episode 57: New policies for the Indian banking sector

    • Economic Data
    • Economics
  155. Episode 56: Brexit is coming

    27 August 2020 20:22 John Raines, Ph.D. Raj Badiani Jan Gerhard

    Brexit is coming

    • Political Risk
    • Economic Risk
    • Economics
  156. Episode 55: Beirut Port Explosion- Impact, Outlook for Lebanese Economy & State Failure Risk

    17 August 2020 15:49 Columb Strack Ralf Wiegert, Ph.D. Firas Modad George Devereese

    Join experts from both our Economics & Country Risk and Maritime & Trade teams as they provide an overview of the situation in Lebanon in the...

    • Economic Data
    • Economics
  157. Episode 54: USMCA free trade agreement one month in

    13 August 2020 17:47 John Raines, Ph.D. John Anton Emily Crowley Johanna Marris

    One month after the enactment of the new USMCA trade agreement our experts look at what the agreement really means for industry, labor, and politics....

    • Political Risk
    • Economic Risk
    • Economics
  158. The economic outlook for India in the wake of the COVID-19 outbreak

    03 August 2020 22:23 Rajiv Biswas

    The economic outlook for India in the wake of the COVID-19 outbreak

    • Economic Data
    • Economics
  159. Episode 52: Rising Insecurity Across The Middle East

    30 July 2020 29:54 Jack A. Kennedy Firas Modad

    The convergence of economic dislocation, political instability, and inter-regional power struggles are driving unrest across the region.

    • Economic Data
    • Economics
  160. Episode 51: Emerging market issuers push debt maturity

    22 July 2020 15:19 Brian Lawson

    Episode 51 - Emerging Market Issuers Push Debt Maturity

    • Economic Data
    • Economics
  161. Episode 50: Complicated time for buyers—steel and nonferrous metals taking divergent tracks

    14 July 2020 16:09 John Anton John Mothersole

    Episode 50: Complicated time for buyers—steel and nonferrous metals taking divergent tracks

    • Commodity Price Forecasts
    • Economics
  162. Episode 49 : Banking sector stress in emerging markets, the next wave of the COVID-19 fallout

    10 July 2020 19:28 Alyssa Grzelak

    Banking Risk - Banking sector stress in emerging markets, the next wave of the COVID-19 fallout

    • Economic Data
    • Economics
  163. Episode 48 : Risk intelligence - Understanding what’s happening amidst the noise of information flow

    26 June 2020 19:03 John Raines, Ph.D. Justin Valentino Hugo Foster

    Risk intelligence - Understanding what’s happening amidst the noise of information flow

    • Economic Data
    • Economics
  164. Episode 47 : Sustainability-Linked Bonds

    19 June 2020 13:35 John Raines, Ph.D. Brian Lawson

    Sustainability-Linked Bonds

    • Economic Data
    • Economics
  165. The economic impact of lockdown on the Asia Pacific economy

    28 May 2020 23:59 Rajiv Biswas

    The economic impact of lockdown on the Asia Pacific economy

    • Economic Data
    • Economics
  166. Episode 43: Changing labor market and wage outlook in the wake of COVID-19

    21 May 2020 17:07 Emily Crowley Sophie Malin

    Changing labor market and wage outlook in the wake of COVID-19

    • Operational Risk
    • Economic Data
    • Economics
  167. Episode 45: Charismatic leadership during COVID-19

    15 May 2020 32:51 John Raines, Ph.D. Blanka Kolenikova Deepa Kumar Carlos Caicedo

    Episode 45: Charismatic leadership during COVID-19

    • Economic Data
    • Economics
  168. Episode 42: The Lebanese Banking Sector - COVID-19's first financial sector casualty

    12 May 2020 8:39 Gabrielle Ventura

    In today's episode, Gabrielle Ventura, an economist for our Banking Risk Service, discusses the fall of the Lebanese banking sector.

    • Operational Risk
    • Economic Data
    • Economics
  169. Episode 41: Country vulnerability and how this influences capital markets

    04 May 2020 17:36 Brian Lawson Dr. Marie Lechler John Raines, Ph.D.

    Capital Markets Weekly: Emerging market sovereigns enjoy deal rush

    • Economic Data
    • Economics
  170. Episode 39: How low can metals prices go?

    25 April 2020 21:17 John Anton John Mothersole

    The impact of COVID-19, and what it means for the future of the supply chain.

    • Commodity Price Forecasts
    • Economics
  171. Episode 40: Post COVID-19 debt sustainability

    24 April 2020 24:20 Brian Lawson

    Our capital markets expert, Brian Lawson, takes a look at this week's developments from the scale of the increase in debt burdens and government...

    • Economic Data
    • Coronavirus
    • Economics
  172. Episode 38: Emerging market sovereign default risk - and international moves to avoid them

    27 March 2020 12:03 Brian Lawson

    This episode looks at how the dual shocks of COVID-19, and falling energy, and natural resource prices are pushing Emerging Market countries...

    • Economic Data
    • Economics
  173. Escalating economic shockwaves from Covid-19 in the Asia-Pacific region

    26 March 2020 12:08 Rajiv Biswas

    Escalating economic shockwaves from Covid-19 in the Asia-Pacific region

    • Economic Data
    • Coronavirus
    • Economics
  174. Episode 36: European Green Deal - Weathering Covid-19

    23 March 2020 34:29 Laurence Allan, Ph.D. Steven Knell, Ph.D. Dijedon Imeri Petya Barzilska

    Episode 36: European Green Deal - Weathering Covid-19

    • Economic Data
    • Economics
  175. Episode 33: Lebanese government and banks change strategy as anti-bank sentiment escalates

    05 March 2020 13:09 Gabrielle Ventura

    Episode 36: Lebanese government and banks change strategy as anti-bank

    • Operational Risk
    • Economic Data
    • Economics
  176. Episode 32: Impact of Covid-19 on global employment and labor markets

    04 March 2020 25:54 John Anton Emily Crowley

    Sophie Malin discusses the disruption to production starts in china fed by lower return rates of migrant workers.

    • Coronavirus
    • Commodity Price Forecasts
    • Economics
  177. Episode 31: Capital Markets Weekly - Market sentiment taking a turn for the worse

    02 March 2020 15:01 Brian Lawson

    Seven or so months into the global pandemic, and the ensuing economic slowdown, we are finally seeing some positive movement. While September...

    • Economic Data
    • Economics
  178. Episode 30: Bolivia’s electoral candidates

    26 February 2020 2:40 Johanna Marris

    Johanna Marris, a research analyst with our Country Risk team, provides insight into the recent announcements that both the incumbent and previous...

    • Political Risk
    • Economics
  179. Episode 29: Capital Markets Weekly - A split week

    26 February 2020 17:16 Brian Lawson

    This week, our capital markets expert, Brian Lawson, looks at a week filled with highs and lows.

    • Economic Data
    • Economics
  180. Population growth continues to downshift in most states

    17 February 2020 9:56 Tom Jackson

    Population growth continues to downshift in most states

    • Economic Data
    • Economics
  181. Capital Markets Weekly - A high appetite for hybrid and perpetual debt

    14 February 2020 12:08 Brian Lawson

    Capital Markets Weekly - A high appetite for hybrid and perpetual debt

    • Economic Data
    • Economics
  182. Capital Markets Weekly: Emerging market issuance during January reached USD118 billion

    14 February 2020 14:56 Brian Lawson

    Capital Markets Weekly: Emerging market issuance during January reached USD118 billion

    • Economic Data
    • Economics
  183. USMCA: The real story for the US Economy, Mexican politics, and the automotive industry

    14 February 2020 35:25 Brian Lawson

    USMCA: The real story for the US Economy, Mexican politics, and the automotive industry

    • Government Policy & Regulations
    • Economics
  184. Capital Markets Weekly - France & Greece continue long-dated issuance

    12 February 2020 17:38 Brian Lawson

    Capital Markets Weekly-France & Greece continue long-dated issuance

    • Economic Data
    • Economics
  185. Capital Markets Weekly: Highly-active primary markets continue, display seasonal factors

    24 January 2020 14:56 Brian Lawson

    Capital Markets Weekly- Highly-active primary markets continue, display seasonal factors

    • Economic Data
    • Economics
  186. US-China Phase-one Trade Agreement: Welcome news for the Asia Pacific region?

    24 January 2020 9:56 Rob O'Brien Rajiv Biswas

    US-China Phase-one Trade Agreement: Welcome news for the Asia Pacific region?

    • Economic Data
    • Economics
  187. USMCA impact to labor rates and the auto industry: Understand what's really going to happen

    24 January 2020 19:48 John Anton Emily Crowley

    USMCA impact to labor rates and the auto industry: Understand what's really going to happen

    • Commodity Price Forecasts
    • Economics
  188. Indonesia’s new labor legislation - Risks from union dissatisfaction

    17 January 2020 2:53 Anton Alifandi

    Indonesia’s new labor legislation - Risks from union dissatisfaction

    • Economic Data
    • Economics
  189. Capital Markets Weekly: Emerging market sovereigns enjoy deal rush

    17 January 2020 16:27 Brian Lawson

    Capital Markets Weekly: Emerging market sovereigns enjoy deal rush

    • Economic Data
    • Economics
  190. Kenyan cabinet reshuffle

    17 January 2020 16:27 William Farmer

    Kenyan cabinet reshuffle

    • Political Risk
    • Economics
  191. US-Iran conflict: Short- and long-term risks

    16 January 2020 21:05 Firas Modad Jack A. Kennedy Ege Seckin

    US-Iran conflict: Short- and long-term risks

    • Terrorism
    • Security Risk
    • Political Risk
    • Economics
  192. Turkey’s outlook and banking sector in 2020: What risks are hiding on the horizon?

    14 January 2020 26:14 Andrew Birch Alyssa Grzelak

    Turkey’s outlook and banking sector in 2020: What risks are hiding on the horizon?

    • Economics
  193. Capital Markets Weekly: Markets shrug off Iranian risks and raise a lot of money

    13 January 2020 12:18 Brian Lawson

    Capital Markets Weekly: Markets shrug off Iranian risks and raise a lot of money

    • Economic Data
    • Economics
  194. Venezuela’s conflicting legislatures

    08 January 2020 10:11 Diego Moya-Ocampos, LLB

    Venezuela’s conflicting legislatures

    • Economics
  195. Capital Markets Weekly - Looking back and looking ahead

    03 January 2020 12:08 Brian Lawson

    Capital Markets Weekly - Looking back and looking ahead

    • Economic Data
    • Economics
  196. Top 10 Predictions for 2020

    17 December 2019 10:11 Nariman Behravesh, Ph.D.

    Nariman Behravesh discusses top-10 predictions for the global economy in 2020. He will examine the elevated risks and assess the risk of a recession...

    • Economics
  197. UK Election 2019

    16 December 2019 3:45 Laurence Allan, Ph.D.

    UK Election 2019

    • Political Risk
    • Economics
  198. Southeast Asia’s Economic Outlook for 2020

    10 December 2019 10:59 Rajiv Biswas

    Southeast Asia’s Economic Outlook for 2020

    • Economics
  199. The Indian economic outlook for 2020

    06 December 2019 12:03 Rajiv Biswas

    Rajiv Biswas talks about the 6th largest economy in the world- India. He discusses the political and economic influences, including the slowdown...

    • Economics
  200. Metals supply chain 2020 - Will it stay a buyers market?

    05 December 2019 15:00 John Mothersole John Anton

    Metals supply chain 2020 - Will it stay a buyers market?

    • Commodity Price Forecasts
    • Economics
  201. Steel Update

    10 July 2019 2:48 John Anton

    Steel Update

    • Commodity Price Forecasts
    • Economics
  202. Is economic overheating a possibility?

    25 June 2019 3:54 Andrew Birch

    Is economic overheating a possibility?

    • Economics
  203. Mexico’s New Free Trade Zone

    14 March 2019 3:33 Emily Crowley

    Mexico’s New Free Trade Zone

    • Commodity Price Forecasts
    • Economics

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