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An Unfolding Manufacturing Renaissance

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Economic Perspectives
This week's Economic Perspective takes a look at the US manufacturing sector.
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The US manufacturing sector is on the cusp of a major transformation that could unfold over many years, a culmination of powerful structural forces unfolding within both the public and private sectors. A manufacturing boom will augment GDP growth, enhance productivity, and exert upward pressure on inflation and interest rates. Equity market leadership would shift from the consumer and technology sectors to the industrials and capital goods sectors... READ MORE

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July 17, 2023
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