What’s Driving the Decline in the Goods-Based Sector, After the Boom of 2018? by Wolf Richter • Dec 6, 2019 • 74 Comments And a special word on apparel sales, as a sign of our times.
US Targets Wage-Repression Model in Mexico, Demands Inspections, Industry Has a Cow by Nick Corbishley • Dec 5, 2019 • 51 Comments NAFTA 2.0 gets complicated for US & global manufacturers, particularly automakers.
US Manufacturing Stuck in Dour Mood, After the Boom Last Year by Wolf Richter • Dec 2, 2019 • 55 Comments Worries abound, weakness persists, but some aspects and sectors tick up.
US Freight Shipments Skid Below 2014 Level, Hit by the Slowdown in Industrial, Manufacturing & Construction by Wolf Richter • Nov 15, 2019 • 76 Comments Efforts to frontrun tariffs was part of it. But now, there’s more to it.
What Heavy Trucks Are Saying by Wolf Richter • Nov 5, 2019 • 30 Comments “I do believe that in North America it is a cyclical downturn”: Cummins COO.
Manufacturing in the US vs. China, Germany, Japan, South Korea by Wolf Richter • Nov 1, 2019 • 76 Comments US barely Cleanest Dirty Shirt among the manufacturing giants.
Tesla Discloses US Revenues Collapsed 39%. Americans Sour on its Cars, Pent-Up Demand Exhausted by Wolf Richter • Oct 29, 2019 • 192 Comments This is a holy-cow moment.
Dual-Track Economy: Slowdown in Industrial Sectors Hits Truckers & Railroads. But Consumers Are Still Buying Stuff by Wolf Richter • Oct 14, 2019 • 30 Comments The hangover after the tariff-front-run boom last year.
GM, Ford, BMW, VW, Honda Shift More Production to Mexico. Auto Imports Surge Despite Decline in US Sales by Nick Corbishley • Oct 5, 2019 • 86 Comments But Mexican exports to other countries plunge, tripped up by global auto slowdown.
Orders of Heavy Trucks Collapse, Layoffs Start by Wolf Richter • Oct 3, 2019 • 24 Comments “Fleets are nervous. The latest manufacturing and construction numbers are concerning. The trade issue with China looms.”
