With so much going on, we had to make this month's episode a two-part Cup o’ Joe! In this first installment, Ryerson CEO Eddie Lehner sets the stage with a look back at 2024—a tough year for manufacturing with continued demand declines and economic uncertainty. But is a turnaround on the horizon?  Nick and Mike break down the latest macroeconomic trends, including:  - The state of manufacturing—has it bottomed out?  - Signs of a 2025 rebound and the potential for an upswing  - Trade policy updates: The latest on tariffs, border security, and economic reversion  - Global market movements: China, Europe, and North America’s shifting trade relationships   -Inflation, Fed policy, and what it means for the metals supply chain  With insights from Ryerson’s supply chain directors for stainless, aluminum, and carbon steel, this deep dive unpacks the key trends shaping the year ahead.  Next up in Part Two: A deep dive into metals markets—what’s next for steel, aluminum, and stainless?  

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