In this episode of the Decisive Podcast, we delve into the pivotal trade and immigration policies of President-elect Donald Trump as he prepares for his inauguration on January 20th.

Join host Kristen Hallam and Head of North American Country Risk John Raines as we explore the implications of these policies on US-Canada and US-Mexico relations, the potential economic impacts of proposed tariffs, and possible legal challenges surrounding both trade and immigration strategies.

More S&P Global Market Intelligence Content:

• Download the full report Power Plays in 2025
• Power Plays: Themes for 2025 blog post
• Europe: Key themes to watch in 2025

Credits:

• Host: Kristen Hallam
• Guest: John Raines
• Produced By: Kristen Hallam
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

Economic angst is one of our four key themes for 2025. The anchors around the global economy — low inflation, low interest rates, international cooperation and frictionless trade — have become unmoored. This adds uncertainty to the outlook for growth in 2025 and beyond.

In this episode, S&P Global Market Intelligence economists including Ken Wattret, Chris Williamson, Ben Herzon, and Hanna Luchnikava-Schorsch reveal our top 10 insights for the year ahead. They explore the implications of inflation and interest rates, the challenges facing major economies like mainland China and the eurozone, and the impact of trade policies on 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: December 2024

Credits:

• Host: Kristen Hallam
• Guests: Ken Wattret, Chris Williamson, Ben Herzon, and Hanna Luchnikava-Schorsch
• Produced By: Kristen Hallam, Debbie Taylor
• Edited By: Kristen Hallam
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

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