Ep. 213 - Logistics and transportation: 10 minutes with an expert

Ep. 220 - Monetary policy: Pivots and prospects

Our economists share their perspectives on inflation, interest rates, and central bank policies. Gain valuable insights into the Fed's cautious stance and their focus on waiting for more inflation data. Explore the forecast for interest rate cuts in the eurozone and the potential impact on credit conditions and demand.

We also discuss the vulnerability of currencies in emerging Europe to global pivots in monetary policy and the need for caution in domestic monetary policy conduct. Plus, we examine the Bank of Japan's efforts to achieve sustainable inflation and the indicators that could signal changes in their monetary policy decisions.

Featured experts:

• Ken Wattret, vice president, global economics
  https://www.spglobal.com/en/research-insights/experts/wattret-ken
  

• Lawrence Nelson, senior economist, US macroeconomics
  https://www.spglobal.com/en/research-insights/experts/nelson-lawrence
  

• Diego Iscaro, head of European economics
  https://www.spglobal.com/en/research-insights/experts/iscaro-diego
  

• Harumi Taguchi, principal economist, Asia-Pacific economics
  https://www.spglobal.com/en/research-insights/experts/taguchi-harumi
  

• Shuchita Shukla, senior economist, European economics
  https://www.spglobal.com/en/research-insights/experts/shukla-shuchita
  

Learn more about our May 2024 economic update:
https://tinyurl.com/5xuenr38

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

Ep. 219 - The world's fastest growing economy: 10 minutes with an expert

We delve into the remarkable growth of Guyana's economy, which has been the fastest growing in the world for several years. Fueled by its booming oil and gas sector, Guyana's real GDP is projected to increase by 12.2% in 2024.

Our senior economist provides insights into the factors driving this growth, including the rise in oil production and the government's focus on infrastructure and economic diversification. We also discuss the potential impact on inflation, foreign direct investment, and the stability of Guyana's currency. Join us to gain valuable insights into the forces shaping Guyana's economy and the opportunities it presents for businesses.

Featured expert:
Nicolás Suárez, senior economist, S&P Global Market Intelligence
https://www.spglobal.com/en/research-insights/experts/suarez-nicolas

Read our blog post on Guyana's economy:
https://www.spglobal.com/marketintelligence/en/mi/research-analysis/the-worlds-fastest-growing-economy.html?utm_source=GIA&utm_medium=blog&utm_campaign=secontent&utm_id=PC024015

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

Ep. 218 - PMI in Focus: Update on inflation and a new PMI survey

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/

Ep. 217 - Banking risk update for emerging markets

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/

Ep. 216 - The state of semiconductor supply chains

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/