In this episode of ‘Cliff Notes on the Global Manufacturing Picture’, host Cliff Waldman reviews the April data on US retail sales as well as the April manufacturing report from the Institute for Supply Management and the April industrial production report from the Federal Reserve. Against the backdrop of these data, which portray a US manufacturing sector that has been pushed into historic contraction by the pandemic, Cliff concludes the episode by identifying four industry sectors that could potentially lead manufacturing back to growth.
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