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  * [ Global ](https://www.spglobal.com/en/research-insights/market-insights/economy/global)
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**Global growth across the Americas, Europe, APAC and emerging markets remains resilient** , supported by AI-driven investment, stronger-than-expected momentum, and relatively favorable financial conditions. However, risks from policy uncertainty, persistent inflation, and the durability of AI-led growth continue to shape the outlook.
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##  Latest Research
[ S&P Global Market Intelligence | Blog Sep 13, 2026 Manufacturing growth sustained globally by reviving expansions in Asia and Europe Worldwide manufacturing continued to expand at a solid pace in August, sustaining the best year-to-date performance seen for five years. Trends have ![Chris Williamson](https://www.spglobal.com/content/dam/spglobal/corporate/en/images/general/experts/Chris%20Williamson%20270x197.png) By [Chris Williamson](https://www.spglobal.com/content/spglobal/corporate/us/en/research-insights/experts/williamson-chris) Economic ResearchCapital MarketsFinancial ServicesAlternative Data ](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/manufacturing-growth-sustained-globally-by-reviving-expansions-in-asia-and-europe)
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[ S&P Global Market Intelligence | Blog Sep 13, 2026 Global PMI hint at stubborn inflation amid energy and supply chain pressures 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 ![Chris Williamson](https://www.spglobal.com/content/dam/spglobal/corporate/en/images/general/experts/Chris%20Williamson%20270x197.png) By [Chris Williamson](https://www.spglobal.com/content/spglobal/corporate/us/en/research-insights/experts/williamson-chris) Economic ResearchCapital MarketsFinancial ServicesAlternative Data ](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/global-pmi-hint-at-stubborn-inflation-amid-energy-and-supply-chain-pressures)
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[ S&P Global Market Intelligence | Blog Sep 13, 2026 US leads developed economy growth to fastest rate for over four years PMI survey data from S&P Global showed worldwide economic growth accelerating further in August, led by the fastest growth among the advanced ![Chris Williamson](https://www.spglobal.com/content/dam/spglobal/corporate/en/images/general/experts/Chris%20Williamson%20270x197.png) By [Chris Williamson](https://www.spglobal.com/content/spglobal/corporate/us/en/research-insights/experts/williamson-chris) Economic ResearchCapital MarketsFinancial ServicesAlternative Data ](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/us-leads-developed-economy-growth-to-fastest-rate-for-over-four-years)
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[ S&P Global Market Intelligence | Podcast Sep 11, 2026 The Decisive | Season 7 | Ep.5 - Frequently Asked Questions: Sovereign Yields, AI Productivity and the US Dollar In this episode of The Decisive, Kristen Hallam speaks with Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, who answers frequently asked questions shaping the macroeconomic outlook: why sovereign yields have been rising, whether AI-driven productivity gains could lower inflation and policy rates, and what a weaker US dollar could mean for the global economy. This conversation was recorded in May 2026, and the questions are still top of mind today. In this episode of The Decisive, host Kristen Hallam speaks with Bill Cassidy, Senior Editor, Trucking and Domestic Transportation at the Journal of Commerce by S&P Global, and Paul Bingham, Director, Transportation Consulting, S&P Global Market Intelligence, about why data center construction is a freight capacity story. By [Kristen Hallam](https://www.spglobal.com/content/spglobal/corporate/us/en/research-insights/experts/kristen-hallam) and [Ken Wattret](https://www.spglobal.com/content/spglobal/corporate/us/en/research-insights/experts/wattret-ken) Economies & Country RiskEconomic DataEconomic forecasts and analysisEconomic Risk ](https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-5-frequently-asked-questions-sovereign-yields-ai-productivity-and-the-us-dollar)
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[ S&P Global Market Intelligence | Blog Sep 10, 2026 Picture This: Why mid-cost metros are winning the US jobs race S&P Global Market Intelligence’s Business Cost Index shows that metros with average to below-average costs have delivered some of the strongest employment growth since the pandemic, led by major Sun Belt markets. ![Karl Kuykendall](https://www.spglobal.com/content/dam/spglobal/corporate/en/images/general/experts/Expert-Karl-Kuykendall-400x400_jpg.jpg) By [Karl Kuykendall](https://www.spglobal.com/content/spglobal/corporate/us/en/research-insights/experts/kuykendall-karl) Economies & Country RiskEconomic RiskEconomic forecasts and analysisEconomic Data ](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/why-mid-cost-metros-win-us-jobs-race)
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##  Latest Economy Podcasts
[ The Decisive - S&P Global Market Intelligence Sep 11, 2026 The Decisive | Season 7 | Ep.5 - Frequently Asked Questions: Sovereign Yields, AI Productivity and the US Dollar In this episode of The Decisive, Kristen Hallam speaks with Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, who answers frequently asked questions shaping the macroeconomic outlook: why sovereign yields have been rising, whether AI-driven productivity gains could lower inflation and policy rates, and what a weaker US dollar could mean for the global economy. This conversation was recorded in May 2026, and the questions are still top of mind today. In this episode of The Decisive, host Kristen Hallam speaks with Bill Cassidy, Senior Editor, Trucking and Domestic Transportation at the Journal of Commerce by S&P Global, and Paul Bingham, Director, Transportation Consulting, S&P Global Market Intelligence, about why data center construction is a freight capacity story. ](https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-5-frequently-asked-questions-sovereign-yields-ai-productivity-and-the-us-dollar)
[ The Decisive - S&P Global Market Intelligence Aug 28, 2026 The Decisive | Season 7 | Ep.3 - Global Growth on Uneven Ground: AI Tailwinds and Fiscal Headwinds In this episode of The Decisive, taken from a July 15 webinar, S&P Global Market Intelligence economists discuss the latest shifts in the global macroeconomic outlook, including the resilience of the US economy, China’s growth profile, political and fiscal developments in Latin America, and Europe’s cautious recovery amid persistent energy, trade and consumer-demand headwinds. ](https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-3-global-growth-on-uneven-ground-ai-tailwinds-and-fiscal-headwinds)
[ The Decisive - S&P Global Market Intelligence Aug 14, 2026 The Decisive | Season 7 | Ep.1 - Beyond Disruption: The Next Chapter for GCC Economies In this episode of The Decisive, host Kristen Hallam shares highlights from a July 15 webinar on how Gulf Cooperation Council economies are adapting to trade disruption, infrastructure risk and shifting growth priorities. S&P Global Market Intelligence experts Kevyn Lim, Chris Rogers and Jamil Nayyem join Ralf Wiegert to discuss how the region is moving beyond immediate disruption toward longer-term questions about resilience, trade continuity and economic diversification. ](https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-1-beyond-disruption-the-next-chapter-for-gcc-economies)
[ S&P Global Jul 23, 2026 UBS: Inside The Exclusive World Of Billionaires In this episode, Joseph speaks with Mark Haefele, Chief Investment Officer at UBS, about what truly separates lasting wealth from wealth that gets eroded, across investing, family dynamics, and generational planning. They explore why inheritance planning can be the hardest financial puzzle wealthy families face, how billionaires think about keeping families aligned, and what happens when emotions, identity, and “behavioral noise” run the portfolio instead of a clear plan. ](https://www.spglobal.com/en/research-insights/podcasts/leaders/ubs-inside-the-exclusive-world-of-billionaires)
[ The Decisive - S&P Global Market Intelligence Jun 26, 2026 The Decisive | Season 6 | Ep.12 - The Age of Agility: Midyear Signals for 2026 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. ](https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-12-the-age-of-agility-midyear-signals-for-2026)
[ The Decisive - S&P Global Market Intelligence Jun 05, 2026 The Decisive | Season 6 | Ep.9 - From Free Trade to Managed Trade: The Next Phase of USMCA In this episode of The Decisive Podcast, we examine the future of the US-Mexico-Canada Trade Agreement at a moment of heightened political uncertainty and rising strategic tension across North America. With trilateral trade reaching roughly $1.8 trillion in the 12 months to August 2025, the stakes are high for governments, investors, and manufacturers alike as the 2026 review process unfolds. Drawing on insights from S&P Global Market Intelligence’s Country Risk team, the discussion explores why North American supply chains have remained broadly resilient since the USMCA took effect, even through the pandemic and recent tariff shifts. Mexico continues to benefit from regionalization and reshoring trends, while the US is increasingly focused on trade deficits, investment screening, and the role of mainland Chinese firms using North America as a production platform. Canada, meanwhile, faces a more difficult negotiating environment, shaped by tariffs, political friction, and growing divergence with Washington on industrial policy, data rules, and trade alignment. ](https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-9-from-free-trade-to-managed-trade-the-next-phase-of-usmca)
[ The Decisive - S&P Global Market Intelligence May 15, 2026 The Decisive | Season 6 | Ep.6 - PMI in Focus: Stockpiling and the Shadow of Stagflation In this May 2026 episode of The Decisive Podcast, S&P Global Market Intelligence economists Paul Smith, Eleanor Dennison, and Andrew Harker dissect the latest Purchasing Managers’ Index (PMI) data to reveal how ongoing geopolitical tensions in the Middle East are reshaping the global economic landscape. The team explores the ripple effects of supply chain disruptions, energy price surges, and heightened uncertainty on both manufacturing and service sectors across key regions. Listeners will gain a comprehensive overview of the J.P. Morgan Global Composite PMI, highlighting modest growth in business activity alongside mounting inflationary pressures. The episode explores the eurozone’s contrasting sector performance, with manufacturing buoyed by precautionary stockpiling and services facing contraction amid record-high uncertainty. Andrew Harker provides granular insights into commodity price movements, supply shortages, and the nuanced pass-through of costs in Asian economies, while Eleanor Dennison offers a deep dive into eurozone trends and the qualitative evidence from PMI panelists. Tune in for expert analysis on stagflation risks, the challenges of forecasting in volatile times, and the critical role of PMI data in navigating economic turning points. Whether you’re tracking inflation, supply chains, or global business sentiment, this episode delivers timely intelligence for decision-makers. ](https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-6-pmi-in-focus-stockpiling-and-the-shadow-of-stagflation)
[ The Decisive - S&P Global Market Intelligence Apr 17, 2026 The Decisive | Season 6 Ep.2 - How Supply Constraints Are Defining Electronics Pricing In this episode of The Decisive Podcast, host Kristen Hallam is joined by S&P Global Market Intelligence economist Yan Hoong for an outlook on the electronics and semiconductor landscape through 2026—taken from a March 12 client webinar. Yan explains why memory remains a big source of procurement and pricing anxiety, with tightness persisting in both advanced and conventional memory as suppliers shift capacity toward higher-end products. Yan unpacks how this constraint is already spilling into downstream categories like computers and communications equipment, and why price pressure could linger until new capacity meaningfully comes online in late 2027 to 2028.  ](https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-6-ep-2-how-supply-constraints-are-defining-electronics-pricing)
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