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PODCAST Dec 16, 2023 28:07 min MINS

Ep. 198 - A disjointed world: Themes for 2024

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Natznet Tesfay

Head of Insights & Analysis, Global Intelligence & Analytics, S&P Global Market Intelligence

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Eric Johnson

Senior Editor, Technology JOC, S&P Global Market Intelligence

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Laurence Allan

Head of the Europe/CIS Insights and Analysis, S&P Global Market Intelligence

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Ken Wattret

Vice-President, Global Economics, S&P Global Market Intelligence

The global environment has still not settled onto a clear pathway toward a new stability. As we enter 2024 in this disjointed world, we confront risks posed by potential volatility across the economic and political spheres. We also see potential opportunities arising from the new reality of greatly segmented global relationships. 

In this episode, we discuss five overlapping themes as key for 2024: economic fault lines, geopolitical reordering, supply chain resilience, logistics rewired, and resource security. All influence one another, and none will develop in isolation. 

Please note: We will be taking a break for the year-end holidays. There will be no episodes for Dec. 23 and 30. New episodes will resume on Jan. 6.


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Download Transcript
  • Economic Risk
  • Country risk
  • Operational Risk
  • Supply Chain Risk
  • Trade Policy
  • Supply Chain Logistics
  • Political Risk
  • Inflation Rates
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