Searching for Value Amid Uncertainty: A Sneak Peek at Inland 25
In this episode of The Decisive Podcast, host Kristen Hallam covers the upcoming Inland Distribution Conference, also known as Inland25, scheduled to take place in Chicago starting September 29th. Joined by Eric Johnson, Senior Editor at the Journal of Commerce from S&P Global, they explore the significance of this event for shippers, logistics companies, and other stakeholders in the industry. The conversation highlights the conference's theme, "Searching for Value Amid Uncertainty," reflecting the current economic climate and its impact on the logistics sector. Eric shares insights on navigating complexities in cross-border logistics between the U.S., Canada, and Mexico, especially in light of recent trade policy changes and the impending renegotiation of the USMCA agreement. Listeners will also gain valuable perspectives on how technology is transforming the logistics landscape, including discussions on appointment scheduling, automation, and the role of data in decision-making. As they look ahead to the challenges and opportunities in the freight market, Eric emphasizes the importance of building resilient teams in an increasingly complex environment. Whether you're a seasoned industry professional or new to logistics, this episode offers essential insights and a preview of what to expect at Inland25. Don't miss the opportunity to learn about the latest trends and strategies that can drive business value in today's uncertain landscape. More S&P Global Market Intelligence Content: Register for the Inland Distribution conference Toll of US tariffs begins to emerge on unsettled trans-Pacific Trade and tariffs insights and news Credits: Host: Kristen Hallam Guests: Eric Johnson Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Wired Together: ASEAN Economies and Electronics
In this episode of The Decisive Podcast, guest host Tommy McCartin, Principal Economist on the Pricing and Purchasing team, dives deep into the implications of the modified country-specific tariffs imposed by the U.S. on ASEAN economies. Joined by expert guests Ashima Tyagi, Economics Associate Director in Singapore, and Yan Hoong, Lead Electronics Economist in Kuala Lumpur, the discussion explores how these tariffs are reshaping trade dynamics within the ASEAN region and the global electronics supply chain. Listeners will gain insights into how ASEAN countries are responding to the U.S. tariffs, the current state of the electronics sector, and the strategies firms can adopt to build resilience in their supply chains. The episode also addresses the complexities of the global semiconductor market, highlighting demand shifts and pricing pressures that are influencing the future of electronics manufacturing. As the region grapples with new trade realities, the podcast offers a comprehensive analysis of the challenges and opportunities that lie ahead for ASEAN economies and their pivotal roles in global trade networks. Tune in for valuable insights that empower confident decision-making in a rapidly changing landscape. More S&P Global Market Intelligence Content: Picture This: Raw materials and some fabricated products prices surge under 50% Section 232 tariff scenario Weekly Pricing Pulse: MPI Increases for Third Consecutive Week Trade and tariffs insights and news Credits: Hosts: Tommy McCartin Guests: Ashima Tyagi, Yan Hoong Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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A Mid-Year Check-In on the Global Economy
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
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PMI in Focus: Inflation Insights and Expectations for 2026
In this episode of The Decisive Podcast, S&P Global Market Intelligence's team of Purchasing Managers' Index economists decodes inflation, highlighting the stark differences between the US and Eurozone. Join host Paul Smith and fellow economists Andrew Harker and Phil Smith as they explore the underlying factors driving these trends, including tariffs and exchange rate movements. The team analyzes the latest PMI numbers from Germany and discuss how inflation expectations shape price pressures and client behavior, using Ghana as a compelling case study. The economists also look for clues into what firms worldwide are planning for the upcoming year in our Business Outlook data. The discussion features special questions regarding the impact of tariffs, focusing on Germany, the US, and Ireland, where these effects are expected to be significant. As they wrap up, they consider investment and employment strategies amid an uncertain economic landscape. Tune in for a comprehensive look at the forces shaping our global economy and what they mean for businesses moving forward. More S&P Global Market Intelligence Content: Strong currency appreciation opens door to interest rate cuts in Ghana Global economic outlook: June 2025 Trade and tariffs insights and news Credits: Host: Paul Smith Guests: Andrew Harker, Phil Smith Produced By: Sophie Carr Edited By: Marz Marcello Published With Assistance From: Feranmi Adeoshun
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Takeaways on Tariffs Following July 9 Developments
In this episode of The Decisive Podcast, host Kristen Hallam is joined by S&P Global Market Intelligence experts Chris Rogers and John Raines to unpack the latest developments in U.S. tariffs and trade policy as of July 9. With the U.S. administration's approach to leveraging tariffs as a negotiation tool, the experts assess recent agreements with countries like Vietnam, the U.K., and China, and the complexities surrounding ongoing negotiations. The team also examines the implications of transshipment practices, particularly in Southeast Asia, and the legal challenges currently facing tariff implementations. As the administration aims to revitalize U.S. manufacturing while navigating intricate international relationships, this episode provides critical insights into the future of trade relations and the potential economic impacts on both domestic and global markets. Listen now to an engaging discussion of the evolving landscape of tariffs and trade. More S&P Global Market Intelligence Content: Tariff Uncertainty Is Likely to Continue Through Late 2025 Implications of the India-UK Free-Trade Agreement Trade and tariffs insights and news Credits: Host: Kristen Hallam Guests: Chris Rogers, John Raines Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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