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
Manufacturing
Q2 2026 U.S. Productivity Lifts Tech and Profit Outlook
Q2 2026 U.S. productivity data strengthen the structural case for technology, automation and high-value-added production. Output per hour increased across manufacturing, durable goods, the business sector and nonfinancial corporations, while real hourly compensation fell from the first quarter in every sector examined. The most striking signal came from nonfinancial … [Read more...] about Q2 2026 U.S. Productivity Lifts Tech and Profit Outlook
AI Productivity Boom or Jobless Growth? What BLS Q2 2026 Data Really Says
A major investment wave in computers, industrial equipment, robotics, software and artificial intelligence is coinciding with a visible change in the U.S. economy. Productivity and output per worker are rising, while employment is barely growing—or contracting—in several important sectors. There is not yet a clear causal link among technology, productivity, employment and … [Read more...] about AI Productivity Boom or Jobless Growth? What BLS Q2 2026 Data Really Says