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

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

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