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.
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 …
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 …
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. …
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 …
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. …
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 …
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 …
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.
On This Episode In this episode of ‘Cliff Notes on the Global Manufacturing Picture’ host Cliff Waldman continues tracking the path of U.S. manufacturing recovery from the pandemic-induced contraction. He puts the recovery challenge in perspective by reviewing the report on second-quarter U.S. GDP which shows the sharpest U. S. economic contraction of the post …
