Manufacturing in the UK posted its first expansion in over a year, thanks largely to Jaguar Land Rover reopening facilities hit by a cyber-attack. The S&P Global PMI rose to a one-year high amid stronger consumer spending and factory output. But export demand remains weak and input costs are climbing. Simultaneously, in the US, manufacturing new orders improved but exports slumped amid tariffs. Observers say the rebound may be fragile given budget strains and global trade headwinds.