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From your first link, investment in manufacturing is lower than in 2024 (by like 3%), but both 2024 and 2025 (Trump’s presidency) are the highest datapoints in

From your first link, investment in manufacturing is lower than in 2024 (by like 3%), but both 2024 and 2025 (Trump’s presidency) are the highest datapoints in that dataset. Also, your second link generally paints a mixed picture, not an outright negative one: > On balance, the firms indicated an increase in employment, and the price indexes rose further above their long-run averages. The survey’s broad indicators for future activity suggest that firms continue to expect growth over the next six months. I think it’s misguided to interpret current data as evidence either for or against the current policies. This is something that’s going to take a decade plus to play out. Trying to use data to call winners 6 months in isn’t really possible.

JumpCrisscross 1y ago
> investment in manufacturing is lower than in 2024 (by like 3%), but both 2024 and 2025 (Trump’s presidency) are the highest datapoints in that dataset Sure, it’s down in ‘25 and has stalled a multi-year trend. The most-recent data show that trend spreading. > something that’s going to take a decade plus to play out Won’t get there. One, the policy is changing on a week-to-week basis. And two, there is no bipartisan buy-in to this policy. The tariffs could have worked were they sensibly implemented. They weren’t. As structured, they are politically and economically infeasible for their aims. (Great if you’re an intermediary, though.)