Peter Jankovskis

Vice President of Research and Analysis at Arbor Financial Services who comments on US consumer behaviour, economic indicators, and the implications for policy and markets.

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Dec 1, 2025 • 26min

US manufacturing sounds alarm bells on the economy

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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