August 2026 industrial production reveals a sharp divide: consumer-facing output and automotive products are weak, while computer and electronic products continue to grow and the capacity to make them is expanding. That contrast matters beyond the next trading session. It points to where the U.S. industrial system is allocating productive resources, even as the wider economy … [Read more...] about U.S. Industrial Production: Tech Capacity Expands as Consumer Output Weakens
Industrial Production
May 2026 Industrial Production Data Support Continued Technology-Sector Growth
Federal Reserve industrial production data for May 2026 show that business equipment, computer hardware, electronic products and semiconductor capacity are expanding substantially faster than the broader industrial economy. The figures strengthen the argument that the technology-sector rally is being supported by real … [Read more...] about May 2026 Industrial Production Data Support Continued Technology-Sector Growth
US Trade Balance 2025: Tariffs, Shifting Partners, and a Self-Regulating System
Source: BEA Official Data – 2025 vs 2024 (Y/Y) Headline Numbers The 2025 trade balance remains negative, but shows a modest improvement compared to 2024. Below are the year-over-year differences in million USD and percentage terms. Balance Total: +2,064 (+0.23%) Goods: -25,538 (+2.10%) Services: +27,600 (+8.85%) … [Read more...] about US Trade Balance 2025: Tariffs, Shifting Partners, and a Self-Regulating System
Industrial Production and Tariff Policy: A System That Does Not Automatically Adjust
The stated objectives of the tariff increase were essentially two: Discourage American production abroad (globalized production). Incentivize domestic production by increasing the price of imported goods and services. However, recent Industrial Production data suggest that the transmission mechanism between … [Read more...] about Industrial Production and Tariff Policy: A System That Does Not Automatically Adjust
Industrial Production, Capacity Utilization, and the Limits of Tariff-Driven Reindustrialization
Industrial Production: The Real Test Beyond CPI, retail sales, and employment, there is another crucial indicator for understanding the true direction of the U.S. economy: Industrial Production. If the objective is to restructure and relaunch a domestic industrial system that has been deeply integrated into global supply chains for decades, the … [Read more...] about Industrial Production, Capacity Utilization, and the Limits of Tariff-Driven Reindustrialization