From Macro Noise to Market Edge: Actionable Signals for Investors

S&P Global Market Intelligence's in-person briefing 'From Macro Noise to Market Edge' provides investors with the topline macroeconomics trends and key signals to make investment decisions with conviction. 

Broken into three interactive sessions with breakfast, brunch, and refreshments, we will cover:

Macro Regime Shifts in a Geopolitical World: Growth, Inflation and Policy. This session brings together country risk and macroeconomic perspectives to explore the forces driving divergence across regions – from key geopolitical issues, to growth, inflation and policy. Our experts will discuss where turning points may emerge and what investors should be watching for signals the next phase of the cycle is beginning to unfold. 

Global Trade & Supply Chain Reconfiguration: What Real Economy Flows Signal for Demand, Inflation and Markets. Drawing on real-time trade and supply chain intelligence, we examine how evolving trade patterns, sourcing strategies and cost dynamics are reshaping economic activity and supply chains. Our Supply Chain experts will explore how real-economy signals can provide earlier insight into changing market conditions, sector performance and emerging opportunities. 

Generating Alpha from Economic Turning Points: From Factory Floor to Global Trade Flows.Through practical examples and case studies, this session explores how investors use high-frequency indicators of business activity, trade and economic momentum to identify turning points ahead of consensus. Learn how differentiated data can support stronger conviction, better timing and more repeatable investment processes across asset classes.