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/ReXyTCQt4c ...

Fiscal Policy & Economic Growth - The analysis suggests tariffs are running at an annual rate between $400 billion and $500 billion, potentially improving the deficit, but real GDP growth is considered the key to significantly reducing the deficit as a percentage of GDP [1] - The report anticipates real GDP growth will surprise on the high side of expectations later in the year and into 2026, driven by innovation platforms like robotics, energy storage, AI, multiomic sequencing, and blockchain technology, all catalyzed by AI [1] - The analysis highlights deregulation, particularly in crypto, AI, and nuclear energy, as a significant factor for economic growth, with tax changes encouraging manufacturing and innovation through accelerated depreciation schedules and full expensing of equipment, R&D, and software [1] Inflation & Monetary Policy - The report indicates that while inflation may seem stuck in the 2% to 3% range, innovation-driven productivity gains could lead to deflation in the coming years [2] - The analysis points out that M2 money supply growth has significantly dropped compared to the COVID boom, and the velocity of money is declining, potentially diffusing inflationary pressures [2] - The yield curve, measured by the two-year Treasury yield relative to the three-month Treasury yield, indicates tight monetary policy, which is expected to have disinflationary or deflationary effects [3] - True inflation CPI is reported at 19%, even with tariffs factored in, and consumer inflation expectations are expected to decline [3] Market Indicators & Investment Strategy - The analysis notes that manufacturing has been contracting for the last three years, and services are not in great shape, signaling potential economic concerns [4] - The report highlights that AI-powered capital spending is increasing, supported by new tax rules, while the trade deficit is being addressed [5] - The analysis observes that pending home sales are deteriorating, and new home inventory is high, potentially leading to price cuts and impacting the CPI [5] - The report suggests that the return on investment in the US is expected to increase due to innovation, tax laws, and deregulation, potentially strengthening the dollar [5] - The analysis notes that corporate profits are healthy, but quality of earnings and harnessing new technologies will be crucial for future growth [5] - The report observes that commodity prices are going nowhere, and gold is breaking out to all-time highs relative to metals, possibly signaling deflationary concerns [5]

A renaissance in US manufacturing promised by President Donald Trump seems, at least for now, to be moving in reverse https://t.co/inHFzHkNEa ...

Forbes 30 Under 30 2025: Industry, Manufacturing & Energy https://t.co/aFEXL5kJ74 https://t.co/0qCqeNJuTY ...

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/MlbE170qz2 ...

Global Demographics and Resources - China, India, Africa, and South America hold the majority of the world's population [1] - These regions also possess the majority of natural resources [1] - They manufacture most of the goods that are purchased with "imaginary money" [1] Economic and Geopolitical Shifts - The world is undergoing rapid change [1] - A significant shock is anticipated for Western society when the current financial system is challenged [1] - The balance of power is shifting due to population, production, and perceived "invasion" [1]

Welcome back to Squawk on the Street. Rick Santelli here live at the CME HQ with some breaking news. Chicago PMI.This is an August number. We're expecting a number below 50. 46 comes in much worse at 41.5%.Couple things about this number. That is now the 21st consecutive month under 50. Last time we're at 50 or above expansion was December of 23.41.5% is the weakest. Well, just since June when it was 40.4%. So, obviously, uh, any manufacturing going on in this city of Chicago area doesn't seem to be taking ...

Clean Tech Manufacturing - Clean tech manufacturing projects in the U.S saw cancellations worth $5 billion in Q2 [1] Manufacturing Sector - The pullback in clean tech manufacturing mirrors a broader trend in the manufacturing sector [1]

Industry Recognition - Forbes 30 Under 30 2025 includes individuals in Industry, Manufacturing & Energy [1] External Links - The Forbes list can be found at two provided URLs [1]

Industry Focus - Politicians worldwide are overly focused on factories [1] - This focus is based on myths and will be self-defeating [1]