Why US Manufacturing Investment Is Booming in 2026

Lucas and Luna explore the surprising surge in US manufacturing construction spending, which has hit $250 billion annually for the first time. They break down the CHIPS Act tailwinds, the new tariff environment, and what it means for domestic supply chains and job creation. With the S&P 500 down 2.8% in the last five days and the 10-year Treasury yield at 4.54%, the hosts ask whether industrial policy is finally reshaping the economy or just creating a short-term boom. Specific examples include a new TSMC plant in Arizona and a Ford battery facility in Michigan. #Manufacturing #IndustrialPolicy #CHIPSAct #USEconomy #SupplyChains #Tariffs #TSMC #Ford #ConstructionSpending #JobCreation #GDP #S&P500 #10YearTreasury #Inflation #DomesticProduction #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo