<rss xmlns:atom="http://www.w3.org/2005/Atom" version="2.0">
<channel><link>https://www.spglobal.com/en/feeds/spgmi-rss-feed-podcasts</link><title>spgmi-rss-feed-podcasts</title><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/global-goods-export-growth-accelerates-to-fastest-in-over-five-years</link><description>Global goods trade further picked up momentum at the end of the third quarter, with new export orders rising worldwide at the fastest pace since July</description><title>Global goods export growth accelerates to fastest in over five yearsÂ </title><pubDate>09 October 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/banking-risk-monthly-outlook-october-2026</link><description>Our banking risk experts provide insight into events impacting the financial sector in emerging markets in October.</description><title>Banking Risk Monthly Outlook: October 2026</title><pubDate>08 October 2026 17:47:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/sovereign-yields-risen-multi-decade-highs-major-markets</link><description>Yields in major markets are at multi-decade highs, with upward pressure expected through year-end. Costlier financing threatens growth and raises market-correction risks.</description><title>Picture This: Sovereign yields have risen to multi-decade highs in major markets</title><pubDate>06 October 2026 17:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/behind-the-earnings-call-costco-q4-2026</link><description>An analysis of Costco&amp;apos;s Q4 2026 earnings call across analyst expectations, transcript sentiment, retail factors and workforce data.</description><title>Behind the Earnings Call: Costco Q4 2026</title><pubDate>06 October 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/why-do-deterministic-and-adaptive-retrieval-work-for-credit-risk-management-part-1</link><description>Credit risk professionals operate in an environment where speed, precision, and defensibility are equally non-negotiable. </description><title>Why Do Deterministic and Adaptive Retrieval Work for Credit Risk Management? (Part I)</title><pubDate>02 October 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/credit-risk-scenario-analysis-super-el-nino</link><description>Risk is reshaping breakbulk and project cargo as geopolitical threats, congestion and infrastructure constraints disrupt routing and execution.</description><title>Credit Risk Scenario Analysis: Super El NiÃ±o</title><pubDate>02 October 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/global-manufacturing-pmi-hits-highest-since-february-2022-but-price-growth-also-accelerates</link><description>Manufacturing business conditions improved worldwide to an extent not seen for four and half years in September, according to PMIÂ® survey data. The</description><title>Global Manufacturing PMI hits highest since February 2022 but price growth also accelerates</title><pubDate>01 October 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/identifying-and-monitoring-single-points-of-failure-in-supply-chains-if-anything-can-go-wrong-it-will</link><description>The last decade has unfolded as a near constant stress test for the global economy â&amp;#x80;&amp;#x94; and the myriad supply chains that keep it moving. </description><title>Identifying and monitoring single points of failure in supply chains: If anything can go wrong, it will</title><pubDate>29 September 2026 14:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/strong-september-flash-pmis-beat-expectations-shaking-bond-markets</link><description>US ten-year and five-year Treasury yields have risen above 5%, hitting their highest levels since 2007, after S&amp;amp;P Global â&amp;#x80;&amp;#x98;flashâ&amp;#x80;&amp;#x99; PMI data showed the</description><title>Strong September Flash PMIs beat expectations, shaking bond markets</title><pubDate>28 September 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/q2-2026-earnings-review-performance-market-revisions-sentiment</link><description>In Q2 2026, earnings performance, analyst revisions, and sentiment trends offered insight into how resilient corporate fundamentals and AI-driven growth are shaping the broader market outlook amid rising macroeconomic uncertainty.</description><title>Q2 2026 Earnings Review: Performance, Market Revisions, Sentiment</title><pubDate>25 September 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/japan-sees-ongoing-strong-growth-and-elevated-inflation-pressures-says-september-flash-pmi</link><description>The S&amp;amp;P Global Flash PMIÂ® data indicated a further strong expansion in output across Japanâ&amp;#x80;&amp;#x99;s private sector in September, with the pace of expansion</description><title>Japan sees ongoing strong growth and elevated inflation pressures, says September flash PMI</title><pubDate>24 September 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/advanced-economies-report-further-growth-in-september-but-us-outperformance-widens</link><description>S&amp;amp;P Globalâ&amp;#x80;&amp;#x99;s flash PMI surveys indicated a further improvement in economic growth across the G4 advanced economies to the fastest for four and a half</description><title>Advanced economies report further growth in September, but US outperformance widens</title><pubDate>24 September 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/us-flash-pmi-signals-fastest-growth-for-over-five-years-in-september</link><description>Flash PMI data from S&amp;amp;P Global shows US business continues to boom, with output growing at the fastest rate for over five years in September. Payroll</description><title>US flash PMI signals fastest growth for over five years in September</title><pubDate>23 September 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/ai-shorts-spread-beyond-chips</link><description>Securities-lending data shows AI short activity widening across software, robotics and infrastructure, but bearish conviction is becoming more selective.</description><title>AI Shorts Spread Beyond Chips</title><pubDate>21 September 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/commodity-price-watch-september-2026</link><description>Geopolitical risk, AI-driven demand and supply constraints are expected to keep energy, freight and industrial materials prices high through 2027.</description><title>Commodity Price Watch: September 2026 </title><pubDate>17 September 2026 15:47:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/gcc-economies-demonstrate-resilience-in-august</link><description>Latest non-oil PMI data pointed to increasing signs of recovery and resilience among the economies in the Gulf Cooperation Council (GCC). Growth of</description><title>GCC economies demonstrate resilience in August</title><pubDate>17 September 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/us-retailers-expect-september-to-be-busiest-month-of-year-for-imports</link><description>US retailers expect September imports to hit a 2026 high as typhoons, Panama Canal restrictions and steady demand extend peak shipping season.</description><title>US retailers expect September to be busiest month of year for imports</title><pubDate>16 September 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/global-goods-export-growth-hits-joint-highest-since-mid-2021</link><description>Global goods trade picked up momentum in August, with new export orders rising worldwide at one of the fastest rates seen for almost five years,</description><title>Global goods export growth hits joint-highest since mid-2021</title><pubDate>16 September 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/manufacturing-growth-sustained-globally-by-reviving-expansions-in-asia-and-europe</link><description>Worldwide manufacturing continued to expand at a solid pace in August, sustaining the best year-to-date performance seen for five years. Trends have</description><title>Manufacturing growth sustained globally by reviving expansions in Asia and Europe</title><pubDate>14 September 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/global-pmi-hint-at-stubborn-inflation-amid-energy-and-supply-chain-pressures</link><description>The latest official data point to global inflation cooling slightly in June and July from a recent peak in May, but the latest PMI data hint that it</description><title>Global PMI hint at stubborn inflation amid energy and supply chain pressures</title><pubDate>14 September 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/us-leads-developed-economy-growth-to-fastest-rate-for-over-four-years</link><description>PMI survey data from S&amp;amp;P Global showed worldwide economic growth accelerating further in August, led by the fastest growth among the advanced</description><title>US leads developed economy growth to fastest rate for over four years</title><pubDate>14 September 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/the-foundation-behind-every-ai-agent</link><description>AI agents may drive automation, but systems of record provide the trusted home where data, governance and industry standards come together.</description><title>The Foundation Behind Every AI Agent</title><pubDate>14 September 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/nfl-shared-revenue-tops-14b-as-media-opt-out-rumors-global-ambitions-persist</link><description>Analysis of the economics of the NFLâ&amp;#x80;&amp;#x99;s current media-rights agreements, potential shifts in future negotiations, international expansion, consumer insights and more.</description><title>NFL shared revenue tops $14B as media opt-out rumors, global ambitions persist</title><pubDate>11 September 2026 17:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/college-football-returns-with-secure-media-deals-and-new-eras-for-pac-12-mwc</link><description>Analysis of the economics surrounding the top conferences in college sports, current media-rights agreements, news and notes around the College Football Playoff and more.</description><title>College Football returns with secure media deals and new eras for Pac-12, MWC</title><pubDate>11 September 2026 17:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/hiring-upturn-ends-longest-recruitment-downturn-for-over-30-years</link><description>The latest survey of UK recruitment consultancies signalled the first broad-based improvement in hiring activity for nearly four years during August.</description><title>Hiring upturn ends longest recruitment downturn for over 30 years</title><pubDate>10 September 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/global-pmi-signals-fastest-economic-growth-for-over-two-years</link><description>Global economic growth accelerated to the fastest for over two years in August, according to PMI survey data, signaling above-trend GDP growth of</description><title>Global PMI signals fastest economic growth for over two years</title><pubDate>08 September 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/amlr-2027-why-readiness-must-start-now</link><description>The EUâ&amp;#x80;&amp;#x99;s landmark Anti-Money Laundering Regulation (AMLR) 2024/1624 is no longer a distant policy development.</description><title>AMLR 2027: Why Readiness Must Start Now</title><pubDate>07 September 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/asia-americas-container-shipping-system-on-a-knife-edge</link><description>Container shipping between Asia and the Americas tightens as congestion, weather risks and strong imports pressure rates and reliability.</description><title>Asia-Americas container shipping system on a knife-edge</title><pubDate>03 September 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/ai-infrastructure-debt-is-testing-private-market-valuations</link><description>The AI infrastructure boom is reshaping credit markets as hyperscalers accelerate data center construction to support cloud and AI workloads. </description><title>AI Infrastructure Debt Is Testing Private Market Valuations</title><pubDate>26 August 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/banking-essentials-newsletter-august-26th-edition</link><description>In order to help your bank navigate these challenging times, we have pulled together a series of news, webinars, podcasts and research to give you all the essential intelligence you need.</description><title>Banking Essentials Newsletter: August 26th Edition</title><pubDate>26 August 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/us-power-market-natural-gas-gains-on-renewables-and-storage</link><description>Analysis of the Q2 2026 US power forecast shows natural gas gaining market share due to demand shifts, rising capex for renewables, and reliability needs.</description><title>US Power Market: Natural Gas Gains on Renewables &amp;amp; Storage</title><pubDate>26 August 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/indonesia-reshoring-center-commodities</link><description>Indonesia&amp;apos;s reshoring progress is slow, with its economy still reliant on commodities. Explore trade deals, policy risks, and its competitive position in ASEAN.&amp;#xd;&amp;#xa;</description><title>Commodities at the Core: Outlook for Indonesia as a Reshoring Center</title><pubDate>25 August 2026 16:45:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/spglobal-makes-strategic-investment-in-ssimple</link><description>S&amp;amp;P Global has made a strategic investment in SSImple, marking an important milestone in our collaboration and reflecting our shared commitment to modernising the management of Standing Settlement Instructions (SSIs).</description><title>S&amp;amp;P Global Makes Strategic Investment in SSImple</title><pubDate>25 August 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/stress-testing-ai-concentration-risk-with-forward-looking-correlations</link><description>As of mid-2026, the dominant theme in equity risk management is the growing concentration of AI-linked mega-cap stocks within the U.S. equity market, particularly inside the S&amp;amp;P 500.</description><title>Looking Ahead, Not Back: Using Implied Correlations to Stress Test and Diversify AI Concentration Risk</title><pubDate>25 August 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/guarantee-fees-simplified-from-oecd-principles-to-practical-solutions</link><description>Intra-group guarantees remain a common feature of multinational financing structures, especially where subsidiaries rely on parent support to access external funding or improve borrowing terms. </description><title>Guarantee Fees Simplified: From OECD Principles to Practical Solutions</title><pubDate>25 August 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/geopolitical-risk-brief-august-2026</link><description>Progressive Democratic wins and Chinaâ&amp;#x80;&amp;#x99;s trade response raise political and economic risks as markets watch growth, inflation and global trade flows.</description><title>Geopolitical Risk Brief: August 2026 </title><pubDate>22 August 2026 01:47:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/regulatory-market-updates</link><description>A significant milestone in the EUâ&amp;#x80;&amp;#x99;s reporting simplification agenda was reached on 2 July 2026, when ESMA published its Final Report on the simplification of financial transaction reporting across MiFIR, EMIR and SFTR, slightly ahead of the timetable anticipated following the publication of the Interim Report. </description><title>Regulatory &amp;amp; Market Updates</title><pubDate>21 August 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/advancing-reporting-resilience</link><description>With no major near-term deadlines, firms are strengthening operating models, enhancing control frameworks, and ensuring reporting remains compliant, resilient, scalable, and future-fit.</description><title>Advancing Reporting Resilience</title><pubDate>21 August 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/el-nino-impact-agriculture-fertilizer-markets-2026</link><description>A strong El NiÃ±o is forecast for 2026-27. Our analysis examines the differentiated impacts on regional crop production, fertilizer demand, and price volatility.</description><title>El NiÃ±o&amp;apos;s Impact on Agriculture &amp;amp; Fertilizer Markets in 2026</title><pubDate>21 August 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/global-trade-buoyed-by-surge-in-tech-equipment-shipments</link><description>Global goods trade steadied in July, according to the worldwide Purchasing Managersâ&amp;#x80;&amp;#x99; Indexâ&amp;#x84;¢ (PMIÂ®) surveys, supported by easing US tariff disruption,</description><title>Global trade buoyed by surge in tech equipment shipments</title><pubDate>21 August 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/flash-pmis-signal-summer-growth-spurt-for-advanced-economies-assessing-the-growth-drivers-and-outlook</link><description>S&amp;amp;P Globalâ&amp;#x80;&amp;#x99;s flash PMI surveys have signaled a summer growth spurt across the major advanced economies, with business activity in the four largest</description><title>Flash PMIs signal summer growth spurt for advanced economies: assessing the growth drivers and outlook</title><pubDate>21 August 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/uk-flash-pmi-signals-stronger-economic-growth-and-improved-confidence-in-august</link><description>The UK economy picked up a bit more pace in August, adding to signs that we should see solid economic growth of around 0.3% in the third quarter. The</description><title>UK flash PMI signals stronger economic growth and improved confidence in August</title><pubDate>21 August 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/how-insurers-can-strengthen-investment-underwriting-and-reinsurance-decisions-with-credit-analytics</link><description>On 21 May 2026, S&amp;amp;P Global Market Intelligence hosted a webinar across APAC for Insurers to discuss a credit risk landscape that is becoming more complex, more interconnected and more difficult to monitor using traditional processes alone. </description><title>Credit Risk in Focus: How Insurers Can Strengthen Investment, Underwriting and Reinsurance Decisions with Credit Analytics</title><pubDate>20 August 2026 17:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/commodity-price-watch-august-2026</link><description>Commodity price risks keep manufacturing costs above 2025 levels as supply disruptions, energy pressures and trade chokepoints persist into 2027.</description><title>Commodity Price Watch: August 2026 </title><pubDate>19 August 2026 15:47:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/czech-manufacturing-sector-reports-surge-in-exports-but-cost-considerations-cause-employment-to-fall</link><description>July PMI data signalled further growth in the Czech manufacturing sector. Although rates of expansion in output and new sales eased, there were</description><title>Czech manufacturing sector reports surge in exports, but cost considerations cause employment to fall</title><pubDate>18 August 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/picture-this-us-japan-yen-intervention-financial-stability</link><description>Joint US-Japan intervention temporarily strengthened the yen, but market effects are already fading as underlying pressures from inflation, interest rates and fiscal uncertainty persist. Failure to address those pressures on the yen could heighten financial market volatility, weaken demand for US Treasurys and contribute to structurally higher global interest rates.</description><title>Picture This: US-Japan Yen intervention signals growing concern over global financial stability</title><pubDate>14 August 2026 17:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/banking-essentials-newsletter-august-12th-edition</link><description>In order to help your bank navigate these challenging times, we have pulled together a series of news, webinars, podcasts and research to give you all the essential intelligence you need.</description><title>Banking Essentials Newsletter: August 12th Edition</title><pubDate>12 August 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/private-credit-at-scale-building-the-operational-foundation-for-the-next-phase-of-growth</link><description>Over the past decade, private credit has undergone a remarkable transformation. What was once viewed as a niche alternative asset class has become a core allocation for institutional investors around the world.</description><title>Private Credit at Scale: Building the Operational Foundation for the Next Phase of Growth</title><pubDate>08 August 2026 12:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/global-outlook-marred-by-further-slide-in-emerging-market-business-confidence</link><description>As well as tracking current business metrics, PMI surveys monitor business sentiment via firmsâ&amp;#x80;&amp;#x99; future output expectations. The data show that</description><title>Global outlook marred by further slide in emerging market business confidence</title><pubDate>07 August 2026 00:00:00 GMT</pubDate></item><item><link>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/global-pmi-shows-inflation-rates-remaining-elevated-amid-rising-demand-for-services</link><description>Global PMI data show inflationary pressures remained elevated in July, though eased to their weakest since March as energy costs fell and demand-pull</description><title>Global PMI shows inflation rates remaining elevated amid rising demand for services</title><pubDate>07 August 2026 00:00:00 GMT</pubDate></item></channel></rss>