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 technologies are changing geopolitical power dynamics.

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