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

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

著者： S&P Global Market Intelligence
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Whether you're a business leader, investor, or simply curious about the forces shaping our world, The Decisive podcast is here to provide you with the knowledge you need to stay ahead. Join our team of seasoned Market Intelligence analysts as they explore the ever-changing landscape of maritime, trade and supply chain, economics and country risk.All rights reserved 172735 経済学
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  • PMI in Focus: Strong Output, Weak Confidence

    PMI in Focus: Strong Output, Weak Confidence
    2026/09/19

    In this episode of The Decisive, host Paul Smith is joined by fellow economists Andrew Harker and Tim Moore to discuss the latest Purchasing Managers' Index data and what it reveals about the global economy, regional growth trends and construction-sector momentum.

    Despite persistent headwinds — including geopolitical uncertainty, inflation concerns, supply chain disruption and unsettled bond markets — global business activity has shown notable resilience. The discussion explores the factors supporting growth across services and manufacturing, while also examining why business confidence remains subdued despite stronger output.

    The episode also looks at PMI coverage across the Middle East, including signs of improving momentum in the UAE, Saudi Arabia and Kuwait. The conversation highlights the launch of the alrajhi capital Saudi Construction Index, which provides new monthly insight into residential, nonresidential and infrastructure activity in the region's largest construction market.

    Paul, Andrew and Tim also compare Saudi construction trends with long-running construction PMI surveys in Europe and the UK, where housing activity remains under pressure from cautious demand, higher financing costs and economic uncertainty.

    More S&P Global Market Intelligence Content:

    • GCC economies demonstrate resilience in August
    • Global Economic Outlook: September 2026
    • Click here for the latest PMI Pulse data wrap

    For S&P Global subscribers (login required):

    • Monthly Macro Monitor
    • Middle East war
    • Policy rate prospects

    Credits:

    • Host: Paul Smith
    • Guests: Andrew Harker, Tim Moore
    • Produced By: Kristen Hallam
    • Edited By: Marz Marcello
    • Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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    17 分
  • US Midterm Elections: Scenarios, Stakes and Significance

    US Midterm Elections: Scenarios, Stakes and Significance
    2026/09/26
    The 2026 US midterm elections will shape control of Congress, influence policymaking at the federal and state levels, and help set the political landscape ahead of the 2028 presidential race. In this episode of The Decisive, host Kristen Hallam speaks with John Raines, Head of North America Country Risk at S&P Global Market Intelligence, about how scenario-based analysis can provide a more useful view of the elections than headline polling alone. They examine the forces affecting key congressional and gubernatorial races, including the cost of living, energy prices, trade policy and growing debate over AI and data centers. Kristen and John explore potential outcomes for the House and Senate and what each could mean for the US policy environment. Topics include the outlook for taxation, regulation, permitting, immigration enforcement and government spending, as well as the potential for legislative gridlock, funding disputes and increased congressional oversight. The episode also considers polling limitations, the possibility of delayed or contested results, and the implications for businesses navigating continued political uncertainty. Listen to learn: Why election analysis benefits from scenarios rather than a single forecastWhat makes the 2026 midterms significant for US federal and state policyWhich economic and policy issues could shape voter decisionsWhy businesses may need to prepare for several possible policy environments More S&P Global Market Intelligence Content: Geopolitical Risk Brief: September 2026Picture This: 2026 US Midterm Elections Could Reshape Policy RiskUS flash PMI signals fastest growth for over five years in September For S&P Global subscribers (login required): Scenario analysis of US midterm electionsMiddle East warPolicy rate prospects Credits: Host: Kristen HallamGuest: John RainesProduced By: Kristen HallamEdited By: Marz MarcelloPublished With Assistance From: Feranmi Adeoshun
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    27 分
  • Super El Niño: How Weather Shocks Ripple Through the Global Economy

    Super El Niño: How Weather Shocks Ripple Through the Global Economy
    2026/10/03

    A potential Super El Niño could be far more than a weather event. It could become a global supply-side shock, disrupting food production, energy systems, mining, transport and trade while adding to inflation and political instability. In this episode of The Decisive Podcast, adapted from a Sept. 9 S&P Global Market Intelligence client webinar, experts examine how extreme weather could compound existing pressures across Asia-Pacific, Sub-Saharan Africa, Latin America and the wider global economy.

    Listen to learn:
    • Why a Super El Niño could produce a synchronized shock across agriculture, energy and logistics
    • Why food prices—especially rice, wheat, cocoa, vegetable oil and sugar—are a critical channel into inflation, household spending and policy intervention
    • Where drought, flooding and water stress pose the greatest risks to hydropower, mining, manufacturing and export infrastructure
    • Which markets warrant close monitoring
    • Which indicators companies should monitor over the next 90 days to judge whether risks are stabilizing or escalating

    More S&P Global Market Intelligence Content:

    • Picture This: Super El Niño Spurs Stagflationary Impulse in the Global Economy
    • Geopolitical Risk Brief: September 2026
    • Global Economic Outlook: September 2026

    For S&P Global subscribers (login required):

    • Impact of super El Niño
    • Super El Niño 2026-27: Impact on Sub-Saharan Africa
    • El Niño 2026–27: Agriculture, macroeconomic and policy implications for APAC

    Credits:

    • Host: Susan Minio
    • Guests: Justin Valentino, Ahmad Mobeen, Martin Roberts
    • Produced By: Debbie Taylor, Kristen Hallam
    • Edited By: Marz Marcello
    • Published With Assistance From: Feranmi Adeoshun
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    48 分
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