How Tariffs Are Reshaping US Factory Investment in 2026

Lucas and Luna dig into a surprising data point from the May 2026 economic snapshot: despite weak consumer sentiment and sticky inflation, US manufacturing construction spending has surged to new highs. They explore how tariffs and the reshoring push are driving factory investment, particularly in semiconductors and clean energy, and what this means for the broader economy. With the S&P 500 hitting 7,516 and small caps up 6.2% in five days, they ask whether this capex boom can sustain growth even as consumers pull back. A focused look at one concrete trend: the industrial revival nobody's talking about. #USManufacturing #Tariffs #Reshoring #CapexBoom #FactoryInvestment #Semiconductors #CleanEnergy #Inflation #ConsumerSentiment #SmallCaps #SP500 #EconomicGrowth #FederalReserve #TradePolicy #Economics #FexingoBusiness #BusinessPodcast #USEconomy Keep every episode free: buymeacoffee.com/fexingo