Feb 26, 2026
AI is everywhere in the headlines—but what does it actually mean for jobs? In this episode of the Look Forward Podcast from S&P Global, host Aries Poon is joined by Sophie Malin (Principal Economist, Global Labor Markets) and Pollyanna De Lima (Economics Associate Director, Purchasing Managers’ Index/PMI) to...
Feb 16, 2026
The exponential expansion of global AI investment looks set to continue at scale in 2026, with hyperscalers on track to spend $625 billion in aggregate data center capex by year-end. The boom is also lifting players that supply the ecosystem, with near-term demandoutstripping the supply of new data center capacity and
Feb 5, 2026
In this early-2026 market check-in, host Andy Critchlow (S&P Global Energy) sits down with Jim Burkhard (Head of Crude Oil Analytics and Research) to unpack a turbulent start to the year for oil prices—driven by geopolitics and real-world supply disruptions. They examine three major forces shaping markets:...