Kristen Hallam
speaker
339 appearances
10 recordings
1 series
first heard May 2026
last heard 15 Aug
Kristen Hallam’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Jun 2026 with 4.
Appearances
The discussion revisits recent concerns around stockpiling, uncertainty, and inflation following tensions in the Middle East.
While exploring how PMI data can help businesses and policymakers track fast-moving shifts in growth, supply chains, and trade.
The economists also look at global export conditions, the impact of tariffs, and how AI-related demand is showing up in manufacturing, semiconductor prices, and capital investment trends.
This is our final episode of the Decisive before the summer break, but we'll be back in August for season seven, with more insights and analysis from our experts.
And now our PMI team.
Thank you for listening to the decisive podcast from S ⁇ P Global.
Please subscribe and join us for next week's episode.
Until then, stay curious and stay informed.
You're listening to the Decisive Podcast insights and analysis to empower confident decision making.
Welcome to the Decisive Podcast.
I'm your host, Kristen Hallam.
Today's episode was originally recorded on may twelfth and is based on frequently asked questions our economics team receives from clients.
I'm joined by Ken Watrit, SP Global Market Intelligence's Vice President of Global Economics for a wide ranging conversation on what the recent oil shock and conflict in the Middle East could mean for the global economy.
In case you're thinking this is less relevant in July than it was when we recorded our conversation,
I invite you to listen to glean valuable insights on how this year's jump in crude prices compares with prior oil shocks, why the duration of the disruption matters, which economies may be most exposed, and what indicators our team is watching to assess the ongoing impact on growth, inflation, and monetary policy, especially relevant in the event hostilities resume.
Mm.
Please note, however, that SNP Global Market Intelligence currently expects the memorandum of understanding for a cessation of hostilities signed between the US and Iran on june seventeenth to remain in effect.
Ken and I also discuss why our base case still points to continued global expansion, even as risks remain elevated, and whether the global economy is becoming more resilient.
Join us now.
We're going to start with a bit of a history lesson.
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