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

We kick off with an intriguing discussion on the reassessment of central bank policies and the implications for financial markets. The PMI economists delve into the key drivers of inflation, such as rising wages and material costs, and analyze the pricing power of firms in various sectors.

The conversation then shifts to the newly launched PMI survey for the Kuwait economy. The survey covers various sectors, excluding oil production. The economists also confer about the latest PMI data from other Middle East North Africa economies including Egypt and the UAE.

Gain a deeper understanding of the PMI data and its significance in today's dynamic global economy.

Host:

Paul Smith, Director, Economic Indices, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/smith-paul.html

Featured experts:

Andrew Harker, Director, Economic Indicators & Surveys, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/harker-andrew.html

David Owen, Economist, Economic Indices, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/owen-david.html Read more about business activity in Kuwait: https://www.spglobal.com/marketintelligence/en/mi/research-analysis/competitive-pricing-helps-to-drive-business-activity-growth-in-kuwait-May24.html

Read more about business activity in Egypt: https://www.spglobal.com/marketintelligence/en/mi/research-analysis/egyptian-business-activity-drops-sharply-in-february-amid-currency-crisis-Mar24.html

Explore our library of S&P Global Market Intelligence podcasts: https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

 

Our banking risk experts provide insight into events impacting the financial sector in emerging markets each month. In this episode, we delve into the trends and developments shaping the banking risk landscape in mainland China, Ukraine, emerging Europe, Argentina, and the United Arab Emirates. 

Listen now to gain a deeper understanding of the factors influencing credit expansion and the potential implications for businesses and investments in these markets. 

Featured expert:

Natasha McSwiggan, Senior Economist, Banking Risk, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/mcswiggan-natasha.html

Explore our full library of S&P Global Market Intelligence podcasts: https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/  

The chip industry sits at the nexus of national security and economic development policies. That has resulted in a race both in supporting national investments in the semiconductor sector as well as escalating restrictions against sharing technology.

This episode brings Economics and Country Risk together with the Next in Tech podcast, hosted by Eric Hanselman. Chris Rogers and John Abbott join Eric and Economics and Country Risk host Kristen Hallam to dig into the dynamics and geopolitical pressures that make the supply chain so difficult to fix.

Featured experts: 

Chris Rogers, Head of Supply Chain Research, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/rogers-chris.html   John Abbott, Principal Research Analyst, Applied Infrastructure & DevOps, S&P Global Market Intelligence https://www.spglobal.com/marketintelligence/contributors/1630702/john-abbott   Eric Hanselman, Chief analyst for technology, media and telecom, S&P Global Market Intelligence https://www.spglobal.com/marketintelligence/contributors/1535668/eric-hanselman   Read our blog on this topic: https://ow.ly/nZai50RvfTc   Discover the Next in Tech podcast series: https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/next-in-tech   Explore our full library of S&P Global Market Intelligence podcasts: https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/      

The prolongation of existing — and emergence of new — armed conflicts will likely remain a major source of geopolitical instability in the world economy, according to our strategic report on key themes for 2024. Following Iran’s recent strike on Israel, we pose the question: What could an escalation mean for the global economy?   Featured expert: Ken Wattret, Vice-President, Global Economics, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/wattret-ken.html   Download our report on 2024 themes: https://ow.ly/Jbwf50QqtiZ   Explore our full library of S&P Global Market Intelligence podcasts: https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

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

We see a need to invest in resilience projects that cut risk and improve profitability, such as reshoring. Reshoring, of course, has its challenges, including labor costs and availability and infrastructure. We discuss those challenges in this episode. 

Featured experts from S&P Global Market Intelligence: 

Aries Poon, Head of Asia-Pacific Insights and Analysis

Rafael Amiel, Director, Latin America and Caribbean Economics,

Sam Parkin, Senior Economist, Pricing and Purchasing

Explore our full library of S&P Global Market Intelligence podcasts: https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

Global demand continues to tread water, with the construction and manufacturing sectors facing headwinds from high interest rates. Suppliers are responding by controlling output, with sporadic idling and curtailed investment plans meaning less excess capacity in 2024 to absorb supply shocks. Along with logistics woes that cause higher rates and longer delivery times, risk is rising. 

In this episode, our expert discusses logistics challenges and the outlook on shipping disruptions due to rerouting from the Red Sea.

Featured expert:

Keyla Martinez, senior economist, S&P Global Market Intelligence

Explore our full library of S&P Global Market Intelligence podcasts: https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

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

What's fueling that weakness? How long will it last? Where is demand strongest?

Our expert provides insights into steel markets, including those for carbon steel and electrical steel, that will inform purchasing decisions now and into the future.  

Featured expert: 

John Anton, Director, Pricing and Purchasing, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/anton-john.html

Explore our full library of S&P Global Market Intelligence podcasts: https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

Climate-related effects have been augmented by weather phenomena such as El Niño in certain geographies. This is impacting agricultural production while hampering policymakers’ ability to contain food prices. 

Countries such as India and Indonesia resorted to restricting exports of rice and palm oil in 2023 to prevent domestic civil unrest and inflation, chafing some trading partners. Russia’s withdrawal from the Black Sea Grain Initiative and the shipping disruptions in the Red Sea show the increased vulnerability of food supply chains to geopolitical events. 

In part two of our two-part series on global food security, we will cover how higher food prices influence overall inflation, the impact of food security risks on jobs and the workforce, the potential for social unrest, and how governments are responding. 

Featured experts:

Carlos Cardenas, head of Latin America Insights and Analysis https://www.spglobal.com/en/enterprise/experts/cardenas-carlos.html

Hanna Luchnikava-Schorsch, principal economist, Asia Pacific Economics https://www.spglobal.com/en/enterprise/experts/luchnikava-schorsch-hanna.html

Ronel Oberholzer, head of sub-Saharan economics Explore our full library of S&P Global Market Intelligence podcasts: https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

Climate-related effects have been augmented by weather phenomena such as El Niño in certain geographies. This is impacting agricultural production while hampering policymakers’ ability to contain food prices. 

Countries such as India and Indonesia resorted to restricting exports of rice and palm oil in 2023 to prevent domestic civil unrest and inflation, chafing some trading partners. Russia’s withdrawal from the Black Sea Grain Initiative and the shipping disruptions in the Red Sea show the increased vulnerability of food supply chains to geopolitical events. 

In part one of our two-part series on global food security, we will discuss the role of three key regions in the global food supply chain, the impact of the El Nino weather pattern, who benefits from higher food prices, and who will pay the costs. 

Featured experts:

Carlos Cardenas, head of Latin America Insights and Analysis https://www.spglobal.com/en/enterprise/experts/cardenas-carlos.html

Hanna Luchnikava-Schorsch, principal economist, Asia Pacific Economics https://www.spglobal.com/en/enterprise/experts/luchnikava-schorsch-hanna.html

Ronel Oberholzer, head of sub-Saharan economics Explore our full library of S&P Global Market Intelligence podcasts: https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

 

In their first podcast of the year, our Purchasing Managers' Index team of economists provide insights on the impact of Red Sea shipping disruptions on supplier delivery times and where those effects are being felt the most. They also discuss the latest data on manufacturing and construction in the eurozone, through the prism of Greece and Italy.

The team also unveils our newest PMI dataset, on Romania's manufacturing sector.

Featured experts:

Paul Smith, Director, Economic Indices, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/smith-paul.html   Andrew Harker, Director, Economic Indicators & Surveys, S&P Global Market Intelligence https://www.spglobal.com/en/enterprise/experts/harker-andrew.html   Eleanor Dennison, Economist, Economic Indicators & Surveys, S&P Global Market Intelligence   Discover more PMI insights here: https://www.spglobal.com/marketintelligence/en/mi/research-analysis/pmi.html

Explore our full library of S&P Global Market Intelligence podcasts: https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/

If you’re a chocolate lover, you probably eat up headlines declaring how good it is for your health. You may also get alarmed by news stories of supply shortages or disruptions. But where does it come from and what route does it take to get to you?    In this episode, our experts reveal who the biggest players are in the global cocoa trade. (Spoiler alert: Switzerland is not the biggest exporter of chocolate.) They also discuss the trade in finished chocolate products, marzipan and jellybeans and which countries have the biggest appetite for sweets.   Featured experts:   •    Anna Rybicka, senior economist, trade forecasting •    Agnieszka Maciejewska, economic associate director, trade forecasting   Explore our full library of S&P Global Market Intelligence podcasts: https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/