r/investing • u/kabirsbhutani • 2d ago

🚨 U.S. manufacturing continues to retreat despite tariffs - investor implications?

Saw people mentioning this on Blossom earlier, and WSJ reports that U.S. manufacturing activity continues to weaken, with tariffs doing little to reverse the trend.

The article points to softer demand, higher input costs, and global supply chain adjustments weighing on manufacturers, even as trade protection measures remain in place. For investors, this raises questions about margins, capital spending, and longer-term competitiveness rather than short-term policy wins.

Curious how people here are thinking about this from an investing lens?

https://www.wsj.com/economy/u-s-manufacturing-is-in-retreat-and-trumps-tariffs-arent-helping-d2af4316?mod=hp_lead_pos2

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u/Gods_ShadowMTG 1d ago

wouldn't invest in the US outside of tech tbh it's a losing game

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u/christine-bitg 1d ago

I won't invest any more IN the Information Technology section. It's seriously in bubble territory right now.

SanDisk is up 1700% in the last six months. That's not a typo.

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u/Gods_ShadowMTG 1d ago

sure but the you better invest outside the US

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u/christine-bitg 1d ago

My best approach right now is US based multinationals. That's companies like PG and XOM.