Green Shoots in Manufacturing – by Peter St Onge
Green shoots matter because Trump just set off a race against time with tariffs, with domestic manufacturing getting hit for lack of cheap Chinese components even as tariffs themselves encourage domestic production.
The problem in the near-terms is you lose faster than you create. For the simple reason it takes years to start new factories — you have to line up the money, choose the location and build the factories — with environmental permits.
Only then do you hire hundreds of people, work out the suppliers and distribution to get it on the shelf at Walmart.
The timing seems to be perfect for the economy to hit bottom right before 2028. Dems spent like crazy now and lied about the future. Republicans cut and scramble now and say big benefits will come, but at an uncertain time in the future. Guess who wins in a democracy?