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Summary
Timely PMI® data suggests the global economy has entered a more cautious “risk-off” environment. The conflict in the Middle East has slowed growth while pushing inflation higher, with ongoing supply constraints adding further pressure and raising concerns over stagflation.
In this webinar, our economists and supply chain experts analyse PMI, trade and supply chain data to assess how conditions have evolved since the onset of the conflict. Going beyond headline PMI readings, we explore sector and country trends, alongside company-reported drivers across demand, pricing and supply chains — highlighting both downside risks and potential signs of resilience.
We highlight key signals on inflation, oil prices and supply chain conditions to assess whether the current environment points to “risk-off” or emerging “risk-on” dynamics. We also introduce systematic indicators derived from these signals, helping support timelier, more informed investment decision-making.
Speakers
S&P Global Market Intelligence
Chris Williamson
Chief Business Economist
Chris Williamson is Chief Business Economist at S&P Global Market Intelligence.
Chris is a well-known economic commentator and is regularly quoted in international business print and broadcast press, and frequently speaks at conferences on global economic issues. He also sits on a number of economic advisory panels.
Chris joined the company in 2008 following the acquisition of NTC Economics, a provider of global macro-economic indicators, where he played a major role developing a world-leading provider of business surveys and economic indicators, including the PMI series. PMI surveys now encompass all major economies and are commonly cited as some of the most important sources of economic information available to central banks, financial markets and business decision makers.
He studied Economics at the University of Nottingham and Economic Development at the University of Manchester.
S&P Global Market Intelligence
Joe Hayes
Principal Economist
Joe's main focus is research on the European economies, although he often writes commentary and analysis on global macroeconomic trends. In particular, Joe leads research that highlights the applications of PMI data to financial markets, having worked in both buy-side and sell-side institutions.
S&P Global Market Intelligence
Chris Rogers
Head of Supply Chain Research
Chris Rogers is Head of Supply Chain Research at S&P Global Market Intelligence. He has over 25 years of research experience, including more than a decade covering global supply chains. He has worked at firms including Panjiva (acquired by S&P Global in 2018), Bloomberg, JP Morgan, and most recently freight forwarder Flexport. His coverage includes corporate decision-making, international trade policy, and logistics network operations.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.