The latest ISM Manufacturing PMI just delivered its strongest reading since May 2022 — 55.6 — beating Wall Street estimates and marking seven straight months of expansion. Even more significant: the employment index finally broke above 50 at 52.8 after 34 consecutive months of contraction. Susan Spence, Chair of the ISM Manufacturing Business Survey Committee, joins Lewis and Amy on Manufacturing Talk Radio to break down the full report. Key highlights include:
- Strong new orders, backlogs, and production
- New export orders jumping 4.5%
- Pricing pressures continuing to ease
- How greater tariff certainty is unlocking hiring and demand
- Lead-time challenges driven by data-center competition for components
- What to watch in the months ahead for employment, pricing, and order flow
Susan also shares respondent comments on steel pricing, sector differences, and the broader economic picture. Tune in for the clearest view yet of the manufacturing rebound.
Spotify
Apple Podcasts
Podbean
YouTube