PMI in Focus: Economic Signals in the Middle East and Asia
In this episode of The Decisive Podcast from S&P Global Market Intelligence, host Andrew Harker, alongside economists David Owen and Usamah Bhatti, parses the latest findings from the Purchasing Managers' Indices (PMIs) across various regions. The discussion highlights a positive trend in global business activity for August 2025, with strong growth in both the services and manufacturing sectors. The panelists also address challenges such as export weaknesses and subdued business confidence, particularly influenced by US tariffs. Focusing on the Middle East and North Africa, David provides insights into the slowdown in demand momentum in the UAE, attributed to regional tensions and competitive pressures. Usamah shares updates on the newly launched Pakistan Manufacturing PMI, noting a gradual slowdown in operating conditions and the impact of recent flooding on the manufacturing sector. Listeners will gain valuable perspectives on economic trends, sector-specific performances, and the implications of tariff policies on global trade. Tune in for an informative session that offers a comprehensive overview of the current economic landscape as we approach the end of 2025. Don't forget to subscribe for more insights and analysis from The Decisive Podcast! More S&P Global Market Intelligence Content: Global Economic Outlook: August 2025 Mixed export performance seen across goods producers in Asia Global PMI at 14-month high in August, but future growth expectations fall further Credits: Host: Andrew Harker Guests: Usamah Bhatti, David Owen Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Inflation Dynamics in an Uncertain World
In this episode of The Decisive Podcast, host Kristen Hallam is joined by Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, to explore the pressing issue of inflation in today's economic landscape. As economies worldwide grapple with the aftermath of various shocks—including the COVID-19 pandemic and geopolitical conflicts—rising prices remain a critical concern for consumers, businesses, and policymakers alike. Speaking in a June interview, Ken provides an insightful overview of current global inflation trends, highlighting key factors driving these changes, such as supply chain disruptions, commodity prices, and trade policies. The discussion delves into the distinctions between core and headline inflation, emphasizing the importance of monitoring both to understand underlying inflation dynamics. Listeners will gain valuable insights into how recent trade policies, particularly tariffs, are influencing inflation rates and consumer behavior in the U.S. and beyond. Ken also discusses the implications of fluctuating commodity prices and how they affect inflation forecasts, household real income, and consumer spending. As the conversation unfolds, Kristen and Ken examine the potential responses of central banks to evolving inflation trends and the broader economic implications for businesses and consumers. Tune in for a comprehensive analysis that empowers you to navigate the complexities of inflation in today's uncertain economic environment. Don't forget to subscribe for more insights and analysis from The Decisive Podcast! More S&P Global Market Intelligence Content: Global Economic Outlook: August 2025 Picture This: US Market for Single-Family Homes Is Struggling Banking Risk Monthly Outlook: August 2025 Credits: Hosts: Kristen Hallam Guests: Ken Wattret Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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Zombies at Sea and Other Deceptive Shipping Practices: Maritime State of Play
In this episode of The Decisive podcast, host Kristen Hallam engages with Jeremy Domballe, Product Director of Maritime Intelligence and Risk, to explore the complex world of deceptive shipping practices as highlighted in the latest Maritime State of Play report. The discussion explores the rise of "zombie ships"—vessels that assume the identities of decommissioned ships—and the technological vulnerabilities that facilitate such deceptions. Listeners will learn how geopolitical tensions, particularly regarding sanctions on oil from countries like Russia, Iran and Venezuela, drive these deceptive tactics and complicate compliance efforts for regulatory bodies. Jeremy shares compelling case studies, illustrating the intricate maneuvers of vessels operating in regions such as the Caribbean and Malaysian waters. With a focus on the challenges faced by regulatory authorities in validating maritime data, this episode underscores the importance of vigilance and robust intelligence in combating increasingly sophisticated deceptive practices. Tune in for a thought-provoking conversation that sheds light on the evolving landscape of maritime compliance and risk. Links to the full report and additional resources on fraudulent flags are provided in the episode description for those interested in further exploration. More S&P Global Market Intelligence Content: Maritime State of Play report Fraudulent flags: Growing challenge for maritime safety Trade and tariffs insights and news Credits: Hosts: Kristen Hallam Guest: Jeremy Domballe Produced By: Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun
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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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