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cover of episode An American manufacturing road trip

An American manufacturing road trip

2025/6/30
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People
C
Casey Roberts
C
Chris Wilson
C
Courtney Cowley
D
David Deming
D
Diane Charlton
E
Emily Kerr
F
Formidia Cox
F
Fred Lampropoulos
I
Ian Chandler
J
James O'Brien
J
Jason Kosickhaus
J
Joanne Hislop
K
Kyle Risdahl
L
Lisa Sturtevant
L
Logan Modishami
M
Mack McComas
P
Pam Wilson
P
President Trump
R
Rich Dietz
R
Richard Stupp
R
Rosella Graham
T
Tiffany Russell
Y
Yael Grimaldi
Topics
Courtney Cowley: 我所在的堪萨斯城联邦储备区,包括俄克拉荷马州的伊尼德,这里的钢铁制造业以及食品和石油相关产业的活动和就业都在下降。同时,我们还面临着投入成本和产出价格上涨的双重压力,这给当地的制造业带来了不小的挑战。 Emily Kerr: 德克萨斯州不仅仅有石油产品,我们还有很多高科技制造业和食品制造业,而且我们是美国最大的养牛州。尽管需求持续下降,但我们地区的招聘实际上有所增加,这表明企业对未来的前景并非感到绝望,仍然愿意增加雇佣人数。 Jason Kosickhaus: 里士满联邦储备区的制造业自2022年中以来持续疲软。现在的主要问题是,由于生产和运输周期过长,导致产品定价变得非常困难,而且投入成本的波动速度过快,这使得企业难以做出准确的财务预测。 Rich Dietz: 纽约联邦储备区面临着多重挑战,关税、移民担忧和其他政策不确定性加剧了本已疲软的制造业的担忧。尽管制造业活动在六月份的调查中有所下降,但就业略有上升,投入成本也有所上升,这显示出一种复杂的经济态势。

Deep Dive

Shownotes Transcript

Several regional Fed offices reported soft or stagnant manufacturing activity this spring. Tariffs, immigration policy and other uncertainties are driving pullbacks across the sector. In this episode, we take a cross-country trip to learn more. Plus: Farms struggle to staff up for harvest season as ICE raid fears persist, young college grads struggle to find work and Zillow changes its listing policy for homes that were already listed privately.

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