Manufacturing Talk Radio

Lewis Weiss hosts another Manufacturing Round Table with economist Cliff Waldman and Chris Kuehl to compare the January Federal Reserve industrial production release and the ISM report. After a year-long manufacturing slump, they point to improving signals: manufacturing within industrial production rose 0.8% month over month with broad-based gains, and the ISM index climbed to 52.7, moving above the 50 expansion threshold. The discussion widens to global uncertainty affecting supply chains, shifting trade patterns as China routes production through other countries, and concern that U.S. policy risks damaging critical trade and supply-chain ties with Canada. They also highlight workforce shortages, demographics,  and unclear ROI from rapid AI investment.   00:00 Welcome and Agenda 01:45 Why These Reports Matter 02:22 Fed and ISM Show Uptick 03:24 Caution and Tariff Drag 04:54 Capital Spending on Hold 07:11 Global Uncertainty and Supply Chains 10:02 China Trade Shifts and Workarounds 13:28 Canada Risk