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S& Global Platts Crude & Refined Products Market
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Assessing recession risks: decoding the purchasing and supply signals
Duration: 1 Hour
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
Chris Williamson
Chief Business Economist, S&P Global Market Intelligence
Joe Hayes
Principal Economist, S&P Global Market Intelligence
Chris Rogers
Head of Supply Chain Research, S&P Global Market Intelligence
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Assessing recession risks: decoding the purchasing and supply signals
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