Supply Chain Shock In Manufacturing | S2 E139 | 04-16-2026
About this episode
The episode discusses the impact of geopolitical events on US manufacturing and supply chains, particularly in relation to the war with Iran.
A geopolitical shock doesn’t stay on the map, it shows up in the data. Today we walk through fresh manufacturing and business activity numbers that hint the war with Iran is starting to ripple into the US economy, especially through supply chain disruptions and rising input costs. If you track markets, inflation, or economic growth, these small releases can be the early signal before bigger indicators catch up. We start with industrial production, which comes in weaker than expected wi...
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