In this episode of The Decisive podcast, host Kristen Hallam dives deep into the intricacies of PIERS, the Port Import-Export Reporting System, with Brendan Neary, Product Manager in S&P Global's trade portfolio.

Together, they explore the evolution of PIERS data, its historical significance, and its vital role in understanding global trade flows. Brendan explains how the dataset has adapted to modern challenges, including the impact of tariffs and supply chain disruptions. Listeners will gain an understanding of how various industries leverage PIERS data for procurement, compliance, and market analysis, as well as the challenges users face in interpreting this complex dataset.

The conversation also touches on the upcoming Breakbulk conference, highlighting key topics that industry professionals are grappling with today. Tune in to discover how data-driven insights can inform strategic decision-making in an ever-evolving trade landscape.

More S&P Global Market Intelligence Content:

• Learn more about the Breakbulk conference
• International Trade and Tariffs Insights & News
• Tariff FAQs

Credits:

• Host: Kristen Hallam
• Guest: Brendan Neary
• Produced By: Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

In this episode of The Decisive podcast, host Kristen Hallam engages in an insightful discussion with S&P Global Market Intelligence experts Shuchita Shukla and Dijedon Imeri about the implications of potential U.S. tariffs on the European Union's economy.

Recorded shortly after significant tariff announcements by the US government, the episode delves into how these measures could reshape trade dynamics, impact growth forecasts, and influence the EU's decision-making process. The conversation also explores historical context, comparing current challenges to past trade disputes during President Donald Trump's first administration, and highlights the varying vulnerabilities of EU member states.

Listeners will gain an understanding of the potential retaliatory strategies the EU might employ, the broader economic ramifications of heightened trade tensions, and the future of European integration in light of these developments. Tune in for a rich analysis of the intersection between global trade and the European economy.

More S&P Global Market Intelligence Content:

• International Trade and Tariffs Insights & News
• Tariff FAQs
• Power plays: Themes for 2025

Credits:

• Host: Kristen Hallam
• Guests: Shuchita Shukla, Dijedon Imeri
• Produced By: Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

The episode of The Decisive, taken from a March 20 webinar, features insights from experts including Ken Wattret, Ben Herzon, Arlene Kish, Nicolas Suarez, Timo Klein, and Hanna Luchnikava-Schorsch. The panel of economists discusses evolving economic and trade policies and their implications across various regions.

Listeners gain a comprehensive understanding of the current economic policies in the U.S., Canada, Mexico, Germany, the European Union, China and India, particularly the impact of tariffs on GDP growth, inflation and monetary policy.

Our experts explore the interconnectedness of global economies, the risks posed by trade uncertainties, and the strategic responses from various nations, making it an essential listen for anyone interested in understanding the current macroeconomic environment.

More S&P Global Market Intelligence Content:

• Global economic outlook: March 2025
• Power plays: Themes for 2025
• Economic Dynamics 2025: 10 Key Trends and Forecasts

Credits:

• Host: Kristen Hallam
• Guests: Ken Wattret, Ben Herzon, Arlene Kish, Nicolas Suarez, Timo Klein, Hanna Luchnikava-Schorsch
• Produced By: Debbie Taylor, Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

In this episode of The Decisive Podcast, host Kristen Hallam discusses the hot topics from the recent Transpacific Maritime, or TPM, conference with Mark Szakonyi, executive editor of The Journal of Commerce, and Chris Rogers, head of supply chain research at S&P Global Market Intelligence.

Mark and Chris provide insights on the effects of proposals by the US government such as tariffs, the innovative Gemini shipping model, and what to expect at the upcoming Breakbulk conference, which like TPM is organized by The Journal of Commerce.

Learn more about the critical issues shaping global supply chains and gain valuable perspectives to help you navigate this evolving landscape.

More S&P Global Market Intelligence Content:

• Learn more about the Breakbulk25 conference
• Low impact: US tariffs on steel and aluminum imports from EU
• Trans-Pacific carriers determined to win higher contract rates this year: sources

Credits:

• Host: Kristen Hallam
• Guests: Mark Szakonyi, Chris Rogers
• Produced By: Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

In this episode of the Decisive Podcast, host Paul Smith, alongside economists Andrew Harker and Joe Hayes, reveals the latest trends and insights from the Purchasing Managers' Index (PMI) data, with a particular focus on the impact of tariffs on global manufacturing.

The economists highlight the contrasting performance of the U.S., Canadian, and Mexican manufacturing sectors, exploring how tariffs have influenced export orders, input prices, and overall business sentiment.

With timely analysis and unique qualitative insights from PMI survey responses, this episode offers valuable perspectives for anyone interested in the dynamics of global trade and manufacturing.

More S&P Global Market Intelligence Content:

• New Era of Protectionism: PMI® Trade Trends to Watch
• Trade uncertainty drives down production in Canada and Mexico
• Economic Dynamics 2025: 10 Key Trends and Forecasts

Credits:

• Host: Paul Smith
• Guests: Andrew Harker
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

In this episode, host Kristen Hallam dives into the complexities of global security hotspots and their profound effects on marine cargo with expert insights from Columb Strack, Head of Global Cargo Risk at S&P Global Market Intelligence.

Kristen and Columb explore the repercussions of geopolitical conflicts, including the Russia-Ukraine war and its impact on Black Sea trade dynamics, as well as the challenges posed by Middle East conflicts and Houthi threats to maritime security.

Discover how these tensions influence marine war insurance and the broader shipping industry. Gain valuable foresight into future forecasts for cargo risk and key developments in international shipping and trade. Whether you're an industry professional or simply curious about global trade dynamics, this episode provides perspective on the current maritime landscape. Listen now.

More S&P Global Market Intelligence Content:

• Learn more about The Journal of Commerce's Breakbulk25 conference
• Bolder Trump injects new volatility into container shipping
• Download the full report Power Plays in 2025

Credits:

• Host: Kristen Hallam
• Guests: Columb Strack
• Produced By: Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

In this episode of the Decisive Podcast, host Kristen Hallam leads a discussion of key takeaways from TPM25, the world's largest container shipping converence, which recently took place in Long Beach, Calif.

Kristen interviews S&P Global Market Intelligence's Natznet Tesfay, Vice President and Head of Insights and Analysis, and Jack A. Kennedy, Head of Middle East North Africa Country Risk, who each spoke at the conference this year. Natznet shares highlights of her interview with former UN Ambassador and National Security Adviser John Bolton. Jack walks through our outlook on the Red Sea and geopolitical risks in the region.

Listen now to learn more about the geopolitical risks facing international supply chains.

More S&P Global Market Intelligence Content:

• Learn more about The Journal of Commerce's Breakbulk25 conference
• Shippers, forwarders face a new, harsher world in ocean shipping
• Download the full report Power Plays in 2025

Credits:

• Host: Kristen Hallam
• Guests: Natznet Tesfay, Jack A. Kennedy
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

In this episode of the Decisive Podcast, host Kristen Hallam interviews Economics Director Arlene Kish about the outlook for the Canadian economy and the potential impact of US tariffs and reciprocal Canadian tariffs.

Should you stock up on maple syrup? Which industries could be most impacted? How is domestic political uncertainty affecting business investment and other aspects of the economy? "Expect the unexpected," Kish says.

Listen now to learn more.

More S&P Global Market Intelligence Content:

• Global economic outlook: February 2025
• Fiscal fragilities: Dealing with high debt
• Download the full report Power Plays in 2025

Credits:

• Host: Kristen Hallam
• Guests: Arlene Kish
• Produced By: Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Thomas Bradley