The Navarro Express

Trump’s Tariff-and-Tax Strategy Is Bringing Manufacturing Home

New manufacturing data points to a strengthening U.S. factory sector, with the ISM Manufacturing Index expanding for a fifth straight month and reaching its highest level since 2022. Rising new orders, production, and factory investment suggest growing industrial momentum, while increased spending on equipment and construction signals efforts to expand domestic manufacturing capacity. The analysis also argues that higher interest rates could slow this recovery by raising costs for manufacturers.

Parsing the Residential Construction Data Through Fed Eyes

A cautiously recovering housing market and resilient labor data are sending a clear signal: the economy does not need another interest rate hike. This episode breaks down why residential construction matters so deeply to growth, jobs, and consumer confidence — and why tightening monetary policy now could derail a fragile recovery before it gains momentum.

What Textiles Teach Us About Globalism — And Survival

A look at how America lost its textile industry—and why it matters. From COVID-era PPE shortages to decades of globalist trade policy, the case for rebuilding domestic manufacturing as a foundation of economic and national security.

Producer Prices Jumped. Broad Inflation Didn’t

March’s PPI report shows inflation driven largely by energy—not a broad-based surge. While headline prices rose, core and service-side pressures remain contained, signaling underlying inflation is still cooling despite volatile commodity shocks.

ISM Manufacturing Says It Plainly: American Industry Is Expanding Again

The March ISM report signals a clear shift: American manufacturing is expanding again, with rising orders, stronger production, and growing industrial momentum. While employment and inventories lag and cost pressures remain elevated, the data points to a sector turning the corner—and an early-stage industrial comeback taking shape.