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The transcript discusses the uncertainty surrounding manufacturing data from China due to the coronavirus impact. It highlights the challenges in interpreting this data and the potential reactions from investors. The discussion also covers the US perspective on economic indicators and market responses, emphasizing the importance of upcoming data releases. The conversation suggests a shift in economic sentiment from a V-shaped to a U-shaped recovery, with expectations of continued data volatility.

What does the shift from a V-shaped recovery to a U-shaped recovery imply for future data?

How might supply chain disruptions impact the manufacturing data in the US?