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cover of episode An American manufacturing road trip

An American manufacturing road trip

2025/6/30
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Casey Roberts
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Chris Wilson
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Courtney Cowley
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David Deming
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Diane Charlton
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Emily Kerr
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Fred Lampropoulos
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Ian Chandler
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James O'Brien
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Jason Kosickhaus
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Joanne Hislop
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Lisa Sturtevant
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Logan Motoshami
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Mack McComas
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Pam Wilson
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President Trump
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Topics
Elizabeth Roval: 我此次美国制造业的考察之旅，旨在了解不同地区制造业的真实情况，以及它们所面临的挑战和机遇。 Courtney Cowley: 堪萨斯城联邦储备银行的调查显示，制造业活动和就业都在下降，同时投入和产出产品的价格都在上涨。这表明该地区的制造业正面临需求下降和成本上升的双重压力。 Emily Kerr: 达拉斯联邦储备银行的调查显示，尽管需求持续下降，但招聘实际上有所增加。这可能表明，企业对未来的前景并不像表面上看起来那么悲观，或者他们正在为未来的增长做准备。 Jason Kosickhaus: 里士满联邦储备银行的调查显示，制造业持续疲软，且由于投入成本和可变成本波动过快，企业难以确定产品定价。这反映了当前经济环境的不确定性，以及企业在应对成本压力方面的挑战。 Rich Dietz: 纽约联邦储备银行的调查显示，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。尽管制造业活动下降，但就业略有上升，这可能表明企业正在努力适应新的环境，或者他们对未来的前景仍然抱有希望。

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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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