In this episode of ‘Cliff Notes on the Global Manufacturing Picture’, host Cliff Waldman discusses the impediments to further US manufacturing recovery that are arising from a range of supply chain problems. He reviews the latest data on US economic growth and US manufacturing growth, discussing challenges with critical production inputs and labor supply. He relates these challenges to the contribution of manufacturing to the worrisome macro inflation picture. Cliff concludes with thoughts on the manufacturing growth outlook in light of supply difficulties.
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