Well, this is an odd one. 47.1% is our July read from MNI on the Chicago PMI. Manufacturing much better than expected, but still under 50.47.1% would be the best since March. But here's the issue. It's the 20th consecutive number under 50 in contraction mode. It's the 34th out of 35 under 50.The last time we had over 50 was November of 23, but prior to that, the entire year was under 50. So, it's definitely a weak number in general, but it's a strong number today. Dollar index, and we mentioned this yesterd ...

China's Economy & Trade Talks - China's economy is in relatively good shape, with July data showing improvement compared to June, although growth is not exceeding year-ago levels [1][2] - China has included export controls in trade negotiations, giving them significant leverage, particularly concerning rare earths and critical minerals [3][5] - The inclusion of export controls has created a situation of mutually assured destruction, giving China a choke point over the United States economy [6] Manufacturing Sector - Despite PMI data suggesting weakness, the manufacturing sector in China remains strong and continues to export [9][10] - While exports to the United States have contracted, there has been a surge in exports to Asia, indicating the manufacturing machine is still productive [10] - Manufacturing's strength is crucial as China currently lacks other significant growth drivers [11] Security Concerns & Chip Industry - China is raising potential security risks with chips, potentially as a response to concerns about Huawei [6] - There are concerns about the future ability to geographically track chips, leading to worries about transshipment and potential circumvention of regulations [7]

I think that the Chinese were uh surprised by the magnitude of the Japan deal uh by the magnitude and the terms of the European deal. Uh so I think that they were uh they're never compliant but I believe that they were um in more of a mood for a wide ranging discussion. Uh the discussion centered on the two economies.uh we had a very in-depth report on them on the Chinese economy. Uh we gave a very detailed report on the US economy. We talked about the trade deals that we were doing with other countries.Uh ...

Astroenica beating second quarter revenue and profit expectations, citing robust sales of newer cancer, heart and kidney disease medicines. I did speak with the CEO about the quarter and he expected tariff impact on pricing weight loss drugs as well. I also asked about the company's recently announced $50 billion investment to expand manufacturing and research here in the US.Listen, the innovation in this country is tremendous. uh the US is leading uh the world in biioharmaceutical uh innovation and I think ...

A supply chain connects a company to its suppliers and customers through sourcing, manufacturing, and delivery steps. It’s how a product gets from concept to consumer.Learn more: https://t.co/MHZggTlsUe https://t.co/uSt9LFzl3l ...

Well, I think the great thing right now about Arizona is number one, we have existence proof that you can get extremely um you know complex advanced chips done in the US. So that's fantastic. We're going to start the production and now the idea is how can we move more faster.Um I think the AI action plan absolutely uh helps this notion of bringing up the resources that are necessary whether it's regulatory or power or you know just ensuring that there's a view that um this is a priority and if it's a priori ...

5 4 3 2 1 zero. All engine running. Liftoff. We have a liftoff. That's one small step for man, one giant lift for mankind. The world's largest airliner. Each wing is big enough to hold five tennis courts. This new technology made it possible to meet the user's crucial needs. Enter the computer and a new age. What a computer is to me is it's the most remarkable tool that we've ever come up with. And it's the equivalent of a bicycle for our minds. Here I am playing a game of chess with a computer which is ana ...

Elon Musk“Tesla is a massive manufacturer in the US. In fact, the biggest factory that's been built in recent years is the Tesla factory in Texas, and there's another big factory in Nevada.I'm a huge believer in manufacturing. I love manufacturing” https://t.co/QIckvWpeyk ...

“I don’t spend my time pontificating about high-concept things; I spend my time solving engineering and manufacturing problems.”Elon Musk https://t.co/kaKRdyJFGt ...

Global Manufacturing Trends - China/US manufacturing ratio of 4 by 2030 is considered reasonable, potentially understated based on current trends [1] - Indian manufacturing is projected to be comparable to the US's by 2030 [1] - The current estimate of 11%/3% for Indian manufacturing significantly underestimates its actual scale, even today [1] Data-Driven Analysis - Analysis of physical data across 10 industries, weighted by international prices, provides insights into manufacturing shares for 2023 [1]