Governance Stress Tests: Key Elections in 2026

About this episode

The episode discusses the impact of key elections in the U.S., Brazil, and Ethiopia on global business risks and opportunities.

As pivotal elections approach in the United States, Brazil, and Ethiopia, global businesses are navigating a rapidly evolving landscape of risks and opportunities. In this episode of The Decisive Podcast, host Kristen Hallam is joined by S&P Global Market Intelligence experts John Raines (Head of North America Country Risk), Rafael Amiel (Head of Latin America Economics), and Jordan Anderson (Principal Analyst, Sub-Saharan Africa Country Risk) to examine how political outcomes through 2026 will influence government stability, economic policy, and geopolitical risk well into 2027 and beyond. Listeners will gain exclusive insights into potential market volatility as the panel explores the implications of the U.S. midterms, Brazil's presidential race, and Ethiopia's general elections. The discussion covers how shifting political dynamics may impact trade, supply chains, regulatory frameworks, and fiscal strategies—key considerations for multinational corporations and investors. Key topics include: Election outlooks in the U.S., Brazil, and Ethiopia and their impact on government stability Fiscal and monetary policy risks in Brazil and the U.S. Geopolitical and security risks in…

People in this episode

Host: Kristen Hallam

Guests: John Raines, Rafael Amiel, Jordan Anderson

Topics covered

• Governance
• Elections
• Political Risk
• Economic Policy
• Geopolitical Risk
• Market Volatility

Keywords

• elections
• governance
• political risk
• economic policy
• geopolitical stability
• market volatility
• trade negotiations

Mentioned in this episode

Places: United States, Brazil, Ethiopia

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