In this episode of Cup o Joe, Nick Webb breaks down the growing divergence between soft and hard economic data—and what it means for manufacturers watching metal prices and macro trends. From inflation expectations and tariff delays to shifting consumer confidence and the resilience of retail spending, Nick explores the push-pull dynamics playing out across the U.S. economy.

We also dive deep into key metals—aluminum, stainless, carbon, copper, and nickel—to uncover what’s driving price swings and whether we’re due for stabilization or more volatility ahead. Plus, updates on global trade negotiations, what’s next for U.S. tariffs, and how all of this could shape your next procurement decision.