TheBitCast

PMI in Focus: High Frequency Signals for an Uncertain Business Environment

Podcast: The Decisive Podcast: Insights and analysis to empower confident decision-making. · S&P Global Market Intelligence

Opublikowano: 2026-07-18

In this episode of The Decisive, host Paul Smith is joined by senior economists Andrew Harker and Phil Smith to discuss the latest signals from the global Purchasing Managers' Index™ (PMI™) data and what they reveal about the direction of the world economy. The conversation revisits key themes from the previous PMI episode, including stockpiling, uncertainty, supply chain disruption and inflation risks linked to the tensions in the Middle East and the effective blockade of the Strait of Hormuz. The economists explain how recent PMI data suggest some easing in inflation pressures and uncertainty, although both remain eleva...