The Decisive Podcast: Insights and analysis to empower confident decision-making. podcast artwork
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The Decisive Podcast: Insights and analysis to empower confident decision-making.

by S&P Global Market Intelligence
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Latest episodes

  • AI Data Centers: What Gets Built—and Where

    October 24, 2026 · 20 min

    AI and cloud computing are fueling a global wave of data center construction. But investment plans alone won't deliver operating capacity. Where can developers secure the power, water, permits and community support needed to bring projects…

  • AI Data Centers: Boom, Bottlenecks and Backlash

    October 17, 2026 · 30 min

    Data centers have become one of the most visible symbols of the global AI investment boom. But turning ambitious plans into operational capacity will depend on far more than demand for computing power. In this episode of The Decisive…

  • Emerging Market Perspectives: The Cost of Capital and the Digital Divide

    October 10, 2026 · 15 min

    Higher sovereign bond yields are raising the cost of money across the global economy, with significant implications for emerging markets. In this episode of The Decisive, host Kristen Hallam speaks with Thea Fourie, Head of Middle East and…

  • Super El Niño: How Weather Shocks Ripple Through the Global Economy

    October 3, 2026 · 48 min

    A potential Super El Niño could be far more than a weather event. It could become a global supply-side shock, disrupting food production, energy systems, mining, transport and trade while adding to inflation and political instability. In…

  • US Midterm Elections: Scenarios, Stakes and Significance

    September 26, 2026 · 27 min

    The 2026 US midterm elections will shape control of Congress, influence policymaking at the federal and state levels, and help set the political landscape ahead of the 2028 presidential race.   In this episode of The Decisive, host…

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  • PMI in Focus: Strong Output, Weak Confidence

    September 19, 2026 · 17 min

    In this episode of The Decisive, host Paul Smith is joined by fellow economists Andrew Harker and Tim Moore to discuss the latest Purchasing Managers' Index data and what it reveals about the global economy, regional growth trends and…

  • Frequently Asked Questions: Sovereign Yields, AI Productivity and the US Dollar

    September 12, 2026 · 17 min

    In this episode of The Decisive, Kristen Hallam speaks with Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, who answers frequently asked questions shaping the macroeconomic outlook: why sovereign yields…

  • Can Trucking Keep Up With the Data Center Boom?

    September 5, 2026 · 38 min

    Every new gigawatt of data center capacity requires a massive physical build-out: steel, concrete, cooling systems, backup power, transformers, heavy equipment, server racks and supporting infrastructure. By one estimate, each gigawatt of…

  • Global Growth on Uneven Ground: AI Tailwinds and Fiscal Headwinds

    August 29, 2026 · 35 min

    In this episode of The Decisive, taken from a July 15 webinar, S&P Global Market Intelligence economists discuss the latest shifts in the global macroeconomic outlook, including the resilience of the US economy, China's growth profile…

  • Maritime Risk: Who Really Owns the World's Ships?

    August 22, 2026 · 20 min

    More than 90% of global trade moves by sea, but identifying who actually owns and controls the vessels behind that trade remains one of the maritime sector's biggest compliance challenges. In this episode of The Decisive, host Kristen…

  • Beyond Disruption: The Next Chapter for GCC Economies

    August 15, 2026 · 33 min

    In this episode of The Decisive, host Kristen Hallam shares highlights from a July 15 webinar on how Gulf Cooperation Council economies are adapting to trade disruption, infrastructure risk and shifting growth priorities. S&P Global Market…

  • PMI in Focus: High Frequency Signals for an Uncertain Business Environment

    July 18, 2026 · 18 min

    In this episode of The Decisive, host Paul Smith is joined by senior economists Andrew Harker and Phil Smith to discuss the latest signals from the global Purchasing Managers' Index™ (PMI™) data and what they reveal about the direction of…

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About the show

Whether you're a business leader, investor, or simply curious about the forces shaping our world, The Decisive podcast is here to provide you with the knowledge you need to stay ahead. Join our team of seasoned Market Intelligence analysts as they explore the ever-changing landscape of maritime, trade and supply chain, economics and country risk.