Our latest Market Moves Manufacturing newsletter leans toward an upbeat view of where things stand in mid-2025. Despite broader recession fears fueled by weak jobs data, slowing consumer spending and tariff-related inflation, leaders at U.S. metals manufacturers and OEMs have been reporting stronger orders and rising expectations. Recent earnings suggest parts of the goods-producing economy remain solid and may strengthen into 2026. And a new reader poll shows industrial firms have capacity available. One thing to flag: AI looks to be exacerbating the worker skills gap. Dig into our insightful issue right here.


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