World Business Report US manufacturing sounds alarm bells on the economy
9 snips
Dec 1, 2025 Susan Spence, Chair of the Institute for Supply Management, highlights alarming trends in US manufacturing, with nine months of contraction driven by tariffs. Peter Jankovskis warns that while consumer spending surged on Cyber Monday, it might hurt future spending. Vivek Pandya dives into online shopping trends, revealing popular purchases ranging from tech to home goods. Guy Delaunay reports on Serbia's looming fuel crisis due to US sanctions affecting their key refinery. Together, they paint a vivid picture of an economy in tension.
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Tariffs Are Denting US Factory Activity
- US manufacturing has contracted for nine months, driven mainly by tariffs and falling orders.
- Susan Spence warns prolonged tariff uncertainty risks losing international customers permanently.
Restore Policy Consistency To Rebuild Orders
- Do restore consistent trade policy to rebuild customer confidence and orders.
- Listen to manufacturers' warnings and treat ten months of contraction as more than short-term pain.
Politics And Negotiation Tactics Harm Planning
- Political timing raises the stakes: officials watch manufacturing and consumer confidence ahead of elections.
- Peter Jankovskis says inconsistent negotiating tactics hamper long-term supply chain planning.