The Age of Agility: Midyear Signals for 2026
About this episode
The episode discusses the evolving economic landscape and strategic themes for decision-makers in midyear 2026 amidst increased volatility and geopolitical challenges.
At midyear 2026, volatility is no longer the backdrop — it is the operating environment. In this episode, host Kristen Hallam is joined by S&P Global Market Intelligence experts Ken Wattrett, Laurence Allan and Eric Johnson to revisit the Age of Agility strategic themes: shaky economic foundations, shifting asymmetric power and adapting to trade realities. The panel examines what has changed for decision-makers heading into the second half of 2026, from the Middle East conflict and oil price shocks to AI-driven investment, resource nationalism, trade disruption and the rewiring of global supply chains. The experts provide timely signals on where resilience may hold — and where risks are becoming even more interconnected. Listeners will learn: How S&P Global Market Intelligence's 2026 "Age of Agility" strategic themes are holding up at midyear — and what has shifted. Why geopolitical shocks, oil prices and fiscal constraints are reshaping the global economic outlook. How trade routes and supply chains are being rewired by regionalization, choke points, tariffs and climate-related disruption. How resource nationalism, critical minerals competition and emerging military…
More episodes of The Decisive Podcast: Insights and analysis to empower confident decision-making.
- PMI in Focus: High Frequency Signals for an Uncertain Business Environment
- Frequently Asked Questions: Oil Shocks, Economic Resilience and Risks to Growth
- The Age of Agility: Midyear Signals for 2026 - Part 2
- Uneven Demand, Tight Supply: Navigating the Next Procurement Challenge
- DRAMageddon: What AI Demand Means for Gaming Hardware Supply Chains
- From Free Trade to Managed Trade: The Next Phase of USMCA
Explore listener stats, chart rankings, contacts and more on the The Decisive Podcast: Insights and analysis to empower confident decision-making. podcast page.