In this week’s episode of ‘Cliff Notes on the Global Manufacturing Picture’, host Cliff Waldman considers two significant disruptions to the U.S. manufacturing outlook. The emergence of a new variant of Covid-19 has generated rapid government action as well as much confusion around the world. And evidence that inflation has hit three-decade highs suggests the risk of a more aggressive policy response by the Federal Reserve than most were expecting. Both of these disruptions have significant consequences for financial markets, for the broad U.S. economy and for the manufacturing outlook. Cliff reviews recent data on economic growth and manufacturing activity and offers conclusions about the impact of an unexpected turn in the pandemic and an escalation of price pressures.
Episode 612: Cliff Notes on the Global Manufacturing Picture
Cliff Waldman
Certified Business Economist and member of the National Association for Business Economics (NABE). Go beyond the mainstream media headlines with Cliff Waldman throughout his series on Manufacturing Talk Radio where he focuses on forces that are catalyzing rapid structural changes in the companies and sectors that comprise the dynamic manufacturing industry.
