Economics & Country Risk | An S&P Global Market Intelligence Podcast

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

Raphael 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:
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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:
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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/

National interest objectives will influence reordering of relationships between countries and in multilateral forums, impacting global challenges, flows of trade and investment. Countries will cooperate where objectives align, and areas of competition will likely increase. How faster-growing economies exercise their rising economic and geopolitical influence will be key.

An important indicator underlying the direction of these risks in 2024 will be the outcome of dozens of scheduled elections. In this episode, we look at five of these elections outside the US: India, South Africa, the European Union, the UK, and Mexico. We selected these polls because they touch on the economic fragility we see in the world, and, outside the US, are most likely to impact business.

Featured experts:

• Deepa Kumar, Head of Asia-Pacific Country Risk
• Laurence Allan, Head of European Insights and Analysis
• Jose Enrique Sevilla-Macip, Senior Analyst for Latin America
• Lange Malimela, Head of Country Risk, sub-Saharan Africa

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