Timothy Fiore, Chair for ISM’s Manufacturing Business Survey Committee, shares insights on unexpectedly strong manufacturing data and its implications for the economy. David Waddell, CEO and Chief Investment Strategist at Waddell & Associates, discusses market outlook amid shifting political landscapes. Enrique Gonzalez, BNEF Head of US Gas Research, examines the future of U.S. LNG exports and the impact of policy changes. The conversation highlights Intel’s CEO dismissal and broader market dynamics driven by geopolitical uncertainty.

Boeing in talks to buy Spirit AeroSystems, New York Community Bancorp shares sinking, markets update, ISM manufacturing data analysis, consumer sentiment insights

Timothy Fiore discusses positive manufacturing data trends, Lee Klaskow analyzes UPS and FedEx outcomes, Carol Pepper shares market outlook, Steve Man delves into Tesla worries

Timothy Fiore, Chair of ISM’s Manufacturing Business Survey Committee, dives into the contraction of US manufacturing activity and its troubling employment implications. Grace Lee, Senior Portfolio Manager at Columbia Threadneedle, shares insights on market trends and the recent S&P 500 downturn. Stefan Nicola, Bloomberg's European Automotive Editor, discusses Volkswagen's potential factory closures amid increasing competition from Chinese manufacturers. Meanwhile, Marvin Loh highlights the importance of evolving investment strategies in the face of economic uncertainties.

Joining the discussion are Bailey Lipschultz, a Senior Equities Reporter at Bloomberg News, and Mandeep Singh, a Senior Tech Industry Analyst. They dive into Bill Ackman's cancelled IPO and the rollercoaster of investor sentiment. Mandeep highlights Meta's stock surge following its earnings report and the AI influences boosting their ad revenue. Timothy Fiore addresses the decline in manufacturing metrics and its potential economic ripple effects, while Hilary Spann shares insights on the evolving landscape of New York City's commercial real estate.