As we have reported, there has recently been a surge in factory construction in the US, investment that will eventually show up in manufacturing output numbers.
What is driving that? A recent report from consulting firm AlixPartners says government legislation, tariffs, and incentives/subsidies have been the key. The report nicely offers the graphics below, providing a timeline of such actions, plus below that a look at the financial impact of three recently passed pieces of legislation.
What will happen when the gold train finally ends? That is the real question.
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