PMI in Focus: Navigating Uncertainty in Trade and Tariffs
The Decisive Podcast: Insights and analysis to empower confident decision-making. - A podcast by S&P Global Market Intelligence - Saturdays

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In this episode of the Decisive Podcast, host Paul Smith, alongside economists Andrew Harker and Joe Hayes, reveals the latest trends and insights from the Purchasing Managers' Index (PMI) data, with a particular focus on the impact of tariffs on global manufacturing. The economists highlight the contrasting performance of the U.S., Canadian, and Mexican manufacturing sectors, exploring how tariffs have influenced export orders, input prices, and overall business sentiment. With timely analysis and unique qualitative insights from PMI survey responses, this episode offers valuable perspectives for anyone interested in the dynamics of global trade and manufacturing. More S&P Global Market Intelligence Content: New Era of Protectionism: PMI® Trade Trends to Watch Trade uncertainty drives down production in Canada and Mexico Economic Dynamics 2025: 10 Key Trends and Forecasts Credits: Host: Paul Smith Guests: Andrew Harker Produced By: Kristen Hallam Edited By: Kristen Hallam Published With Assistance From: Sophie Carr, Feranmi Adeoshun