Episode 559: Manufacturing Matters with Cliff Waldman

Host Cliff Waldman welcomes special guest Stephen Ezell, Vice President, Global Innovation Policy at the Information Technology and Innovation Foundation (ITIF), a Washington-DC based technology and economic policy think tank.

Episode 540: Cliff Notes on the Global Manufacturing Picture for April 2021

In this episode of ‘Cliff Notes on the Global Manufacturing Picture’ host Cliff Waldman addresses two issues of importance to both the US manufacturing outlook and the broad US economic outlook. He first discusses the reasons that manufacturing growth has been slowing even as overall economic growth may be accelerating. Secondly, in light of concerns …

Read moreEpisode 540: Cliff Notes on the Global Manufacturing Picture for April 2021

Episode 532: Cliff Notes on the Global Manufacturing Picture for March 2021

On This Episode In this episode of ‘Cliff Notes on the Global Manufacturing Picture’ host Cliff Waldman explains that historic supply chain disruptions are currently the biggest threat to the ongoing manufacturing recovery. Cliff discusses the short-term stresses on supplier deliveries, inventory management and prices. He then explores the implications of the pandemic-related disruptions for …

Read moreEpisode 532: Cliff Notes on the Global Manufacturing Picture for March 2021

Episode 521: Cliff Notes on the Global Manufacturing Picture for February 2021

On This Episode In this episode of ‘Cliff Notes on the Global Manufacturing Picture’, host Cliff Waldman discusses the general state of the U.S. economy before reviewing the latest data on U.S. manufacturing growth. Cliff overviews the transitional issues that manufacturers will confront as the pandemic abates and the world economy achieves a post-crisis balance. …

Read moreEpisode 521: Cliff Notes on the Global Manufacturing Picture for February 2021

Episode 511: Cliff Notes on the Global Manufacturing Picture for January 2021

On This Episode In this first 2021 episode of “Cliff Notes on the Global Manufacturing Picture”, host Cliff Waldman reviews the final manufacturing data for 2020, places 2020 in the context of US manufacturing history and offers a forecast for 2021. Cliff also discusses the longer-term manufacturing outlook as well as post-pandemic structural issues, which …

Read moreEpisode 511: Cliff Notes on the Global Manufacturing Picture for January 2021

Episode 498: Cliff Notes on the Global Manufacturing Picture for December 2020

On This Episode In this live, year-end episode of ‘Cliff Notes on the Global Manufacturing Picture’, host Cliff Waldman interviews Dr. Chad Moutray, Chief Economist of the National Association of Manufacturers, on his recently published paper which considers the post-pandemic future for U.S. manufacturing. The interview touches on the outlook for 2021 US manufacturing growth. …

Read moreEpisode 498: Cliff Notes on the Global Manufacturing Picture for December 2020

Episode 490: Cliff Notes On The Global Manufacturing Picture: The Darkness and The Light

On This Episode In this episode of ‘Cliff Notes on the Global Manufacturing Picture’ host Cliff Waldman reviews the October data on U.S. manufacturing production growth and then discusses the dichotomies that cloud the manufacturing outlook. These include a pernicious third wave of the pandemic pitted against the promise of a pandemic-ending vaccine, a rebound …

Read moreEpisode 490: Cliff Notes On The Global Manufacturing Picture: The Darkness and The Light

Episode 480: Cliff Notes On The Global Manufacturing Picture for October 2020

On This Episode In this pre-election episode of ‘Cliff Notes on the Global Manufacturing Picture’, host Cliff Waldman welcomes Joseph Mayans, Founder and Principal Economist of Advantage Economics. They discuss the many issues currently surrounding the U.S. manufacturing outlook. Joseph responds to questions about recent manufacturing data, the impact of a covid “second wave” and …

Read moreEpisode 480: Cliff Notes On The Global Manufacturing Picture for October 2020

Episode 474: Cliff Notes on the Global Manufacturing Picture for September 2020

On This Episode In this episode of Cliff Notes on the Global Manufacturing Picture: This morning’s data for August shows that the US manufacturing recovery is slowing dramatically. That solves the mystery of why the recovery in manufacturing jobs has slowed to a trickle. If you wait long enough things end up making sense.