Episode Details

In this episode of 'Cliff Notes on the Global Manufacturing Picture', host Cliff Waldman will review the latest data and forecasts from an increasingly difficult and risky global economic picture. Cliff will discuss the significant downward revisions to global growth forecasts, the increasingly aggressive campaign from the Federal Reserve to tame elevated inflation, the global growth and inflation implications of Russia's protracted war in Ukraine and the supply chain and growth implications of the Covid lockdowns in Shanghai and other major centers in China. He will overview the implications of all of these concerns for near-term U.S. manufacturing performance.

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