Industry Trends - Skilled worker shortage and federal government initiatives are boosting US manufacturing [1] Company Performance - Two for-profit vocational school operators are becoming popular small-cap stocks [1]

Economic Growth - France's economy is projected to expand at a rate comparable to the preceding three months [1] Sector Performance - Manufacturing and services are the driving forces behind the anticipated economic growth [1]

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]

Apple CEO Tim Cook and Nvidia uh Nvidia CEO Jensen Wong. If you say Nvidia and CEO, you almost say Nvidia, you know, Nvidia. Nvidia, uh visiting the White House this week.Meanwhile, President Trump is publicly calling on Intel CEO to resign. Joining us now, Galam Makanda, lecture uh at Yale School of Management. I mean it's never a dull moment at least um professor and and for being in this business just watching what happens in in the current administration is fascinating but I just made the current point ...

Trade Policy & Economic Impact - US import taxes reached their highest level since the Great Depression, signaling a new phase in reshaping the global economy [1] - Markets have shown resilience to the remaking of the global trade order, but concerns remain about potential implications [2] - Tariffs may impact consumer grocery bills more noticeably in the near term than retirement funds [3] - Automakers are experiencing billion-dollar hits due to tariffs, potentially leading to increased consumer prices [4] - The Treasury Secretary defends tariff policies, touting the return of trillions of dollars in investments in domestic manufacturing [5] Manufacturing & Investment - The administration aims to rebalance trade in America's favor, bring back high-precision manufacturing jobs, and reduce trade deficits [6] - Investments in American manufacturing are contingent on expectations of future profitability, which is influenced by the stability and predictability of tariff policies [9] - A chaotic and unpredictable tariff regime discourages long-term manufacturing investments in America [10][11] - The current tariff structure may lead to higher inflation and increased prices for consumers without corresponding job creation [11][12] Trade Deals & International Relations - There are questions surrounding the details and enforceability of trade deals with countries like Japan and the EU [18][19][20][21][22] - The Japan deal, touted as bringing hundreds of billions of dollars with 90% of profits to the US, is not understood in those terms by Japanese officials, and lacks written documentation [19][20] - The president has discussed countries "buying down" tariff rates with investments, but details on these investments are scarce [22] - The US is still working on trade deals with China and Mexico, which are considered significant partners [23]

What did you make of the allocation towards glass, for example, particularly in Kentucky, in the United States. I think the cook is being very strategic about giving the administration what they want, which is investment in the U.S., but doing so in a way that is feasible. So it's still not about bringing production of the iPhone back, but really leaning into some of the partners like Corning and manufacture.The mastery of this is not just about the iPhone and Apple watches that are sold in the states that ...

As of midnight this morning, President Trump's tariffs on dozens of America's trading partners are in effect right now. A variety of products will be hit. From European appliances to Japanese cars to toys from China and TVs from South Korea.The overall average effective tariff rate is now more than 17% which is the highest level in nearly a century. Meanwhile, Trump announced yesterday he will double tariffs on India to 50% due to the country's purchases of Russian oil. That is set to go into effect later t ...

Manufacturing & Supply Chain - Bringing manufacturing back to America is a desirable goal, echoing Steve Jobs' vision of integrated design and manufacturing [1] - End-to-end control over the manufacturing process, from microchips to finished products, is crucial for high-end products [1][9] - Global supply chains, while offering comparative advantages, can lead to a disconnect between design and manufacturing [1] - A potential 10-15% advantage for companies building in America could incentivize domestic manufacturing [1] Trade & Policy - The speaker has shifted from a staunch free trade advocate to recognizing the importance of domestic manufacturing for job creation and economic stability [1][2] - Unpredictable tariffs, like those implemented by President Trump, are not the ideal approach to incentivizing domestic manufacturing [1][3] - Manufacturing chips in America is crucial to reduce reliance on China [6] Company Specific - Apple's CEO Tim Cook is praised for his ability to navigate political administrations and his expertise in managing complex global supply chains [1] - Apple's collaboration with Corning on Gorilla Glass exemplifies the importance of close partnerships for product perfection [8][9] - Intel's stock is down by 3.8% following concerns about the CEO's ties to China [5]

Economic activity tied to manufacturing has shrunk during most of President Trump’s second term, despite companies’ pledges to beef up investments in domestic production https://t.co/KY4YPGRXXK ...