In this episode of “Cliff Notes on the Global Manufacturing Picture”, host Cliff Waldman reviews the path of the pandemic-induced contraction in the U.S. manufacturing sector before discussing the May reports on U.S. retail sales and industrial production as well as the May “Manufacturing Report on Business” from the Institute for Supply Management. Cliff offers his thoughts about whether a trough in the U.S. manufacturing downturn has been reached. He concludes the episode with a discussion of the factors that will impact a manufacturing recovery.
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