Manufacturing & Digital Potential - India is unlikely to surpass China in manufacturing, but is performing better than expected [1] - India has the potential to achieve a 7/10 rating in the physical world [1] - India has the potential to achieve a 10/10 rating in the digital world [1] Key Areas of Production - India is outproducing the West in key areas [1]

“We’re on the verge of a design revolution — where you can pull an idea straight from your mind, shape it with your hands in 3D space, and print it into existence. That’s the future of manufacturing.” – Elon Musk https://t.co/4l09RJ4p0e ...

Tariffs and Trade Policy - The market initially reacted negatively to tariffs, but has since shown little effect on corporate earnings or economic data [2] - The market's benign neglect of tariffs may embolden further tariff increases [3] - Potential tariffs of up to 300% on ships entering America are being considered [1] - The administration's long-term commitment to tariffs is questionable, impacting the potential for bringing manufacturing back to the US [4][5] Artificial Intelligence and Corporate Earnings - Artificial intelligence (AI) has the potential to more than offset the negative effects of globalization on corporate earnings and profit margins [6] - Identifying long-term winners in the context of AI is a key question, as early winners may not be the enduring ones [7] - AI can be applied to various industries, such as healthcare research and development, representing a long-term play [9] Market Sentiment and Economic Data - The market exhibits mixed signals, allowing individuals to project their views and find supporting evidence [12] - Secular growth themes are currently more important than trickling economic data points [13] - Record highs in crypto and IPOs, along with the resurgence of meme themes, indicate speculative froth and complacency in the market [14] - Valuations are priced for perfection, suggesting potential near-term volatility [15]

Around the world, politicians are fixated on factories. But this obsession with factories is built on myths—and will be self-defeating https://t.co/ckRZdhT3vS ...

Around the world, politicians are fixated on factories. But this obsession with factories is built on myths—and will be self-defeating https://t.co/HdvmfUB8pp ...

830 with the CPI. Joining us now Eric Friedman US Bank Chief Investment Officer. What a year so far Eric, did you start with with a bullish outlook for 2025.What type of year end numbers are you talking about for the S&P. When we started. >> So we had a 6325 figure.>> At the beginning of. >> The year which was tested. It's been tested a couple of times.So we stuck with it. We think you have we have. >> The whole time. >> The whole time.The whole time we'll probably use this opportunity because we're actuall ...

A skilled worker shortage and the federal government’s push to increase manufacturing in the U.S. are turning two for-profit vocational school operators into two of the hottest small cap stocks on Wall Street. Bloomberg's Judy Lagrou explains https://t.co/KQPMTLL4bZ https://t.co/XpPlAZ85XZ ...

France’s economy is set to grow in the third quarter at a pace similar to the previous three months, driven by manufacturing and services https://t.co/LSTgyodGMh ...

Around the world, politicians are fixated on factories. But this obsession with factories is built on myths—and will be self-defeating https://t.co/VNztNYzck5 ...

Business Impact of Tariffs - Tariffs have reduced the volume of business for Cocona Labs [1] - Uncertainty regarding ultimate pricing due to tariffs is causing customers to delay placing orders [8] - Cocona Labs absorbed a 165% tariff on exports to China, eating 10% of it [9] - China's retaliatory tariff of 145% would have been devastating to Cocona Labs [10] - Increased yarn prices due to tariffs impact the price of finished products [13] - Tariffs lead to higher costs, reduced business, and consumers ultimately paying the price [16] - A 15% to 20% effective tariff is anticipated [17] - Paying a 165% tariff on master batch exports to China, absorbing 10% of it, is unsustainable long term [19] Company Strategy - Cocona Labs is ensuring customers have options by shipping masterbatch to various countries to mitigate tariffs [18] - The company is considering moving some manufacturing to China to reduce reciprocal tariffs [18] - Cocona Labs is willing to eat a portion of the tariff, but not the entire amount [21] - The company values its employees and will take measures to avoid layoffs, including potential pay cuts [23][24] Industry & Economic Perspective - The US textile industry has declined, with employment falling from 15 million to 470000 workers as China became the leading producer [5] - There was a 165% tariff on clothing coming from Vietnam before Trump, with an additional 20% negotiated, resulting in a 365% tariff [15] - Broad brush tariffs are not considered effective; a surgical approach is recommended [26] - Non-tariff barriers in China, such as banking and marketing laws, remain a challenge for US companies [27] - Tariffs are seen as taxing inputs, alienating partners, and enraging those who control external markets, which is not a strategy for rebuilding American manufacturers [29]