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 about the US inflation outlook, Cliff discusses the impact of manufacturing supply chain difficulties on goods inflation, supporting his remarks with worrisome data.
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