The interplay of geopolitical rivalries, economic shifts and evolving trade dynamics will define a conflicted global landscape over 2025.

In our last episode of 2024, we explore four key themes shaping this environment: economic angst, domestic discontent, elusive alliances, and trade troubles. These capture the fragility of global economic growth, the rise of unstable coalitions, the evolving nature of external alliances, and the intricacies of trade barriers and tariffs.

Strategic adaptability will determine resilience as stakeholders navigate these multifaceted challenges, balancing national interests with global cooperation to achieve stability and growth.

More S&P Global Market Intelligence Content:

• Download the full report Power Plays in 2025
• Power Plays: Themes for 2025 blog post
• Global economic outlook: November 2024

Credits:

• Host: Kristen Hallam
• Guests: Laurence Allan, Jack Kennedy, Thea Fourie, Eric Oak
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Debbie Taylor, Sophie Carr, Feranmi Adeoshun

As we approach 2025, we are reflecting on our key themes for 2024.

In this episode, we’re revisiting some key moments and insights from our previous episodes on the themes of supply chain resilience, resource security, and logistics rewired. This wraps up our 2024 in review series. Next week's episode will focus on our big themes for 2025.

More S&P Global Market Intelligence Content:

• Supply chain strategies to mitigate tariffs
• Fishing for CHPIs: Trade flows adapt to sanctions on Russia
• US presidential election impact: Region by region

Credits:

• Host: Kristen Hallam
• Guests: Chris Rogers, Paul Smith, Andrew Harker, Jenny Paurys, Sophie Malin, John Anton, Anna Rybicka, Agnieszka Maciejewska, Turloch Mooney, Peter Tirschwell
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

As we approach 2025, we are reflecting on our key themes for 2024.

In this episode, we’re revisiting some key moments and insights from our previous episodes on the theme of economic fault lines. We reflect on how regional divergence in inflation rates and monetary policy is exposing economic fault lines around the globe.

More S&P Global Market Intelligence Content:

• Global economic outlook: November 2024
• Using the Global PMI instead of GDP as a macro indicator for investing
• Sign up for the new Economies in Flux newsletter

Credits:

• Host: Kristen Hallam
• Guests: Ken Wattret, Paul Smith, Hanna Luchnikava-Schorsch, Ben Herzon, Michael Zdinak, Emily Crowley, Shuchita Shukla, Lawrence Nelson
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun