Industrials

Two factory surveys point in different directions as U.S. manufacturing straddles growth at home and weakness abroad.

The president said that China’s ability to threaten America and its allies by dominating the critical minerals sector will soon fade.

Experts say the Netherlands’ unprecedented move against a Chinese-owned chipmaker signals a new Cold War–style approach to technology control.

Firms cited higher input costs, yet selling prices rose at the slowest rate since April.

Lockheed Martin has a record $179B backlog—roughly two and half years of pending sales on CH-53K helicopters, Patriot missiles, and F-35 jets.

The dispute over control of Nexperia is unfolding amid ongoing U.S.–China semiconductor supply chain tensions and export blacklists.

The estimate from Anderson Economic Group comes as Stellantis shifts production to U.S. plants, suggesting tariffs may already be reshaping manufacturing plans.

The standoff—rooted in export controls by China and a rare state takeover by the Netherlands—thrusts the auto sector into the center of a chip supply dispute.

The initiative comes as rare earth tensions with Beijing deepen and as Washington accelerates efforts to secure critical resources.

A new 25 percent tariff on imported heavy trucks took effect on Oct. 1.

The survey is considered an early indicator of a national factory trend.

The proposal comes as the Trump administration pushes friendlier crypto policies and calls for regulatory sandboxes.

Tariffs, high interest rates, and fresh supply combined to push industrial demand into the red.

Record capital goods inflows and higher industrial supplies overshadow weak exports, with data suggesting a lift for manufacturing despite the wider trade gap.

Despite a decline in the headline factory orders measure, there was resilience in underlying capital goods demand, a proxy for business equipment investment.

Factories report fastest growth since May 2022, led by domestic demand and inventory building, per S&P Global, though ISM data pointed to weakness in output.

Surge driven by exports and increased demand for domestic U.S. factory goods.

Chinese zero-emission vehicle manufacturers’ rush to expand overseas investments follows soaring vehicle exports.

The move follows an earlier shift that moved washing machine production from China to Kentucky.

Bank said reliance on China for key raw materials leaves the United States and Europe exposed, urges targeted de‑risking.

Two factory surveys point in different directions as U.S. manufacturing straddles growth at home and weakness abroad.

The president said that China’s ability to threaten America and its allies by dominating the critical minerals sector will soon fade.

Experts say the Netherlands’ unprecedented move against a Chinese-owned chipmaker signals a new Cold War–style approach to technology control.

Firms cited higher input costs, yet selling prices rose at the slowest rate since April.

Lockheed Martin has a record $179B backlog—roughly two and half years of pending sales on CH-53K helicopters, Patriot missiles, and F-35 jets.

The dispute over control of Nexperia is unfolding amid ongoing U.S.–China semiconductor supply chain tensions and export blacklists.

The estimate from Anderson Economic Group comes as Stellantis shifts production to U.S. plants, suggesting tariffs may already be reshaping manufacturing plans.

The standoff—rooted in export controls by China and a rare state takeover by the Netherlands—thrusts the auto sector into the center of a chip supply dispute.

The initiative comes as rare earth tensions with Beijing deepen and as Washington accelerates efforts to secure critical resources.

A new 25 percent tariff on imported heavy trucks took effect on Oct. 1.

The survey is considered an early indicator of a national factory trend.

The proposal comes as the Trump administration pushes friendlier crypto policies and calls for regulatory sandboxes.

Tariffs, high interest rates, and fresh supply combined to push industrial demand into the red.

Record capital goods inflows and higher industrial supplies overshadow weak exports, with data suggesting a lift for manufacturing despite the wider trade gap.

Despite a decline in the headline factory orders measure, there was resilience in underlying capital goods demand, a proxy for business equipment investment.

Factories report fastest growth since May 2022, led by domestic demand and inventory building, per S&P Global, though ISM data pointed to weakness in output.

Surge driven by exports and increased demand for domestic U.S. factory goods.

Chinese zero-emission vehicle manufacturers’ rush to expand overseas investments follows soaring vehicle exports.

The move follows an earlier shift that moved washing machine production from China to Kentucky.

Bank said reliance on China for key raw materials leaves the United States and Europe exposed, urges targeted de‑risking.