In this episode of The Decisive Podcast, host Paul Smith is joined by senior economists Andrew Harker and Tim Moore to explore the latest trends in global trade and the impact of recent geopolitical events. They discuss the fragility of export order volumes and the significance of Purchasing Managers Indices (PMIs) as early indicators of economic health. The conversation also delves into the effects of political uncertainty on PMI surveys, particularly in the context of the recent election in U.K. and the upcoming election in the U.S.

Join us for insights into how these factors shape business expectations and signal economic activity around the world.

More S&P Global Content:

• Detailed PMI sector data underscore growing rift between manufacturing and services economies in August
• Steepest deterioration in trade conditions since December 2023
• Emerging market growth decelerates in August while price pressures ease

Credits:

• Host: Paul Smith
• Guests: Andrew Harker, Tim Moore
• Produced By: Kristen Hallam
• Edited By: Adam Kovalsky
• Published With Assistance From: Sophie Carr

As the world's most populous country, India faces unique opportunities and challenges in maximizing its labor potential for economic growth. This episode covers key topics such as employment prospects post-elections, government initiatives for upskilling, and the critical role of female labor participation. Tune in for insightful analysis on how India can harness its workforce to become a global manufacturing hub while navigating the complexities of a dynamic labor market.

This special episode complements the release of S&P Global and CRISIL's thought leadership journal, India Forward, presented by the India Research Chapter. The inaugural addition of India Forward, Emerging Perspectives, which will be launched on Sept. 19.

More S&P Global Content:

• Asia-Pacific: Key themes to watch in 2024
• India's election impact: Insights and analysis
• Exploring the post-election landscape for reshoring to India

Credits:

• Host: Farhan Husain
• Guests: Sophie Malin, Ashima Tyagi
• Produced and Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Deepa Kumar

Brush up on how U.S. monetary policy works as the September meeting of the Federal Open Market Committee approaches.

Host Kristen Hallam explores the intricacies of U.S. monetary policy with senior economist Lawrence Nelson. They discuss the Federal Reserve's dual mandate of price stability and maximum employment, examining how policymakers adapt their strategies in response to evolving economic conditions.

Key topics include the Fed's 2% inflation target, the significance of labor market indicators, and the importance of anecdotal evidence from businesses. Tune in for valuable insights into how the Fed navigates challenges and shapes economic policy.

More S&P Global Content:

• Global economic outlook: August 2024
• US manufacturing PMI sends warning signals on economic conditions
• US back-to-school sales to exceed $1 trillion in 2024
  

Credits:

• Host: Kristen Hallam
• Guests: Lawrence Nelson
• Produced and Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr