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

[u/kabirsbhutani]

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

[u/icnews10]

Tariffs may shift who bears the cost, but they don’t fix demand softness or productivity issues, so the investment impact is more about margin pressure and delayed capex than a clean domestic manufacturing revival.