The Navarro Express

A look at how America lost its textile industry—and why it matters. From COVID-era PPE shortages to decades of globalist trade policy, the case for rebuilding domestic manufacturing as a foundation of economic and national security.

March’s PPI report shows inflation driven largely by energy—not a broad-based surge. While headline prices rose, core and service-side pressures remain contained, signaling underlying inflation is still cooling despite volatile commodity shocks.

The March ISM report signals a clear shift: American manufacturing is expanding again, with rising orders, stronger production, and growing industrial momentum. While employment and inventories lag and cost pressures remain elevated, the data points to a sector turning the corner—and an early-stage industrial comeback taking shape.

A blowout March jobs report adds 178,000 jobs, far exceeding expectations and reinforcing the strength of the American labor market. Private-sector hiring led the gains, while key industries like construction and logistics showed renewed momentum. Despite recession warnings, the data points to a resilient economy shifting toward more productive growth.

President Trump’s Made in America order cracks down on deceptive origin claims, targeting misleading labeling, weak online verification, and lax enforcement. By aligning federal agencies and strengthening penalties, the policy aims to ensure that “Made in USA” truly means American-made—supporting domestic industry, supply chains, and consumer trust.

Powell holds rates steady—and hits Main Street. As inflation cools and oil shocks weaken demand, this episode breaks down why the Fed is tightening into a slowdown, raising borrowing costs for families, builders, and manufacturers while misreading the real economy.

February’s CPI report shows inflation cooling while wages continue to outpace prices. With real wages rising—especially for blue-collar workers—the data signal a recovery in purchasing power and reinforce the broader strength of the Trump economy.

February’s jobs report headline shows a payroll decline, but the deeper story is a stabilizing labor market. Temporary disruptions skewed the numbers while unemployment remains low, wages are rising, and productivity—especially in manufacturing—is strengthening. The real Trumpnomics story isn’t job counts, but the combination of rising pay, stronger output, and steady employment.

For the second straight month, the ISM Manufacturing Index is signaling expansion, with February’s PMI at 52.4 and new orders surging. Production is rising, supply chains are realigning, and hiring is beginning to stabilize. The data suggest Trump’s trade and industrial policies are fueling a manufacturing turnaround—not the slowdown critics predicted.

Consumer confidence just beat expectations, with forward-looking sentiment turning higher — a key early signal for spending and growth. While households still expect elevated inflation, actual price pressures are running lower, suggesting perceptions are lagging reality. As inflation fears fade and expectations realign with data, confidence has room to rise further — supporting stronger consumption and sustained economic momentum.

Housing starts just beat expectations and single-family construction is stabilizing, signaling that the Trump affordability reset may be underway. After years of surging rents, high mortgage rates, and distorted housing demand, deportations, deregulation, and easing inflation are beginning to cool rental markets and lower borrowing costs. 

ICE is the enforcement arm of federal immigration law—executing removal orders, detaining individuals with final deportation rulings, and targeting serious offenders. This episode breaks down what happens when ICE funding is cut: fewer detention beds, fewer removals, and growing backlogs. It’s not rhetoric—it’s arithmetic. Public safety policy is about incentives, enforcement, and consequences. Law without enforcement isn’t compassion, it’s chaos.

January’s ISM Manufacturing Index hit 52.6 — back in expansion and the strongest reading in over a year. That single number undercuts claims that Trump’s tariffs are hurting industry. Investment is rising, factories are being built, and construction jobs are leading the way before permanent manufacturing payrolls arrive. The data show an industrial revival taking shape under Trumpnomics.

January CPI shows continued disinflation: prices up just 0.17% for the month, core steady, and the 10-year yield falling even after a strong jobs report. Energy cooled, core goods were flat, shelter is moderating, and real wages are rising. This is supply-driven disinflation with solid growth—not recession.

Blowout January jobs report: 172,000 private-sector jobs added while federal payrolls fell. Unemployment dipped as prime-age participation hit its highest level in over two decades. With big Biden-era job revisions, the picture is clear: a shift from bureaucracy to private production, rising real wages, and a Trumpnomics-driven expansion.

Congress is moving to undo one of President Trump’s most important trade enforcement wins: closing the de minimis tariff loophole. After Trump shut down a system that let foreign sellers evade billions in tariffs while flooding the U.S. with unchecked packages—including counterfeits and fentanyl—a new bill seeks to quietly bring it back under a friendly-sounding name. 

The latest Producer Price Index came in a bit hot—but inflation is a trend story, not a one-month headline. The real signal: energy is down, goods prices are flat, and inflation remains far below its peak. What’s rising is tied to healthy markets and returning industrial activity. Orders are coming back, factories are busy again, and America’s manufacturing muscle is rebuilding under President Trump—whether Jay Powell wants to hear it or not.

For decades, foreign dumping — China first and worst — hollowed out America’s steel industry, shutting mills, wiping out jobs, and leaving the U.S. dependent on overseas steel for everything from bridges to warships. President Trump’s 2018 tariffs stopped the collapse, but Biden weakened them with loopholes and exemptions. In 2025, Trump doubled steel tariffs to 50%, and the results were immediate: U.S. steel production rose, America surpassed Japan for the first time since 1999, and investment is flooding back into modern American mills. Steel is back — because tariffs work.

For nearly 50 years, America failed to build a new aluminum smelter—until now. A major new smelter in Oklahoma marks the return of U.S. aluminum production, driven by President Trump’s tariffs and strict enforcement. The episode explains why aluminum is critical to national security, how Biden-era exemptions weakened the industry, and how Trump’s renewed tariffs, closed loopholes, and tough trade policy are bringing investment, jobs, and industrial strength back home.

America’s steak prices aren’t being driven by “inflation” — they’re being driven by cartel power at the slaughterhouse. With just four firms controlling most U.S. beef processing, and two major players effectively controlled from Brazil, American ranchers get paid less, families pay more, and profits flow offshore. As Brazil exports and China buys, foreign demand can end up setting the price of dinner in the United States. That’s why President Trump has directed the DOJ to launch a full antitrust investigation to break the choke point and restore real competition in America’s food supply.

Revised third-quarter GDP is an early signal the Trump manufacturing boom is taking root. Growth rose to 4.4%—driven by rising exports, falling imports, and private-sector production, not government spending. Tariffs and the Big Beautiful Bill’s full factory expensing are pulling investment back into America and lifting output in the hard durable-goods sectors. These are the green shoots of a manufacturing revival—and once the factory lights are on, productivity and real wages rise fast.

Jay Powell says a DOJ investigation threatens Fed independence—but this isn’t about interest rates. It’s about whether Powell misled Congress under oath over the Fed’s lavish multibillion-dollar headquarters renovation. President Trump says Powell is either incompetent or crooked. Either way, this isn’t an independence crisis—it’s a credibility crisis. Independence doesn’t mean immunity. Accountability is the law.

China has weaponized American soybeans for years—using the cancel button to pressure our farmers and bend U.S. trade policy. In this episode, I explain why that happens, how our structural weakness is exporting raw beans instead of processing them at home, and how the Trump administration is moving to anchor demand in America through domestic crushing and biofuels.

The December CPI report delivers three clear conclusions: tariffs aren’t driving inflation, inflation is now running near the Fed’s target, and the data support a rate cut at the Fed’s January 28 meeting. Headline inflation came in as expected, core inflation was even cooler, and goods prices stayed flat—showing no tariff pass-through. Bottom line: inflation is stable, the justification for high rates is gone, and it’s time for the Fed to cut.

In this episode, I break down President Trump’s plan to stop large institutional investors from buying up more single-family homes. Wall Street has been crowding families out, driving prices and rents higher, and turning the American Dream into a financial asset. Trump is drawing a clear line: homes are for families—not funds.

In this episode of The Navarro Express, I break down the real cause of the homeownership lockout: mortgage rates that push monthly payments beyond what families can afford. I explain how President Trump is going straight at the market that actually sets those rates—restoring liquidity, lowering costs, and reopening the door to homeownership. This isn’t a subsidy. It’s fixing a broken system where it matters.

Today’s jobs report looks confusing at first glance: job growth came in at just 50,000—well below expectations—yet the unemployment rate fell. In this episode of the Navarro Express, Peter Navarro explains why that’s not a contradiction at all. The answer is simple economics and strong border enforcement. When President Trump sealed the border and slowed the flood of illegal labor into the workforce, the economy no longer needed massive monthly job creation just to stand still. Fewer new workers mean fewer new jobs are required to maintain full employment. Same economy. Different math. And a clear policy win for American workers.

In this episode, I break down why the economy is growing at a 4.3% annual rate, far above expectations, and why the so-called experts still don’t understand the Trump economy. This episode explains how investment-led growth, tariffs that boost exports, and pro-worker tax reforms are powering a real industrial revival — not a government-spending sugar high. The data are clear: Trumpnomics is working, even if the forecasters refuse to admit it.

Politico says Democrats have found a “rare opening” with rural America. I explain why that’s pure fiction. China deliberately targeted American agriculture in retaliation for President Trump’s trade enforcement—and Trump stood with farmers, countering economic warfare with strength and support. This episode breaks down what the media leaves out and why rural America knows exactly who had their back.

Inflation just came in far below expectations—and every major economist missed it. CPI is now running near 1.2% annualized, wages are beating inflation again, and President Trump’s economic strategy is delivering. The data are clear. The experts were wrong. And the Fed is behind the curve.

In this episode, I break down Mexico’s new tariffs on Chinese imports and what they signal about the global spread of President Trump’s trade strategy. A sharp look at China’s overcapacity, rising tariff walls, and the emerging new world trade order.

Big Beef, Big Inflation, Big Crackdown. In this Navarro Express, I break down how Joe Biden and the Democrats drove beef prices to nearly 6% a year while the Big Four packers — Cargill, JBS, Tyson, and National Beef — squeezed ranchers and gouged consumers. Then I lay out how President Trump is fighting back with antitrust investigations, new independent processors, and a simple rule: Democrats cause inflation. Trump cures it.

In this Inflation Fighters episode of the Navarro Express, Peter Navarro breaks down why your burgers and steaks cost so much more in the Biden era. He walks through how Green New Deal energy politics, federal grazing restrictions, and “cow flatulence” climate pledges helped shrink America’s cattle herd to its smallest level in more than 70 years—and why beef inflation is far harder to fix than the recent chicken price spike. Navarro then explains how President Trump’s agenda on energy, land use, regulation, and meatpacking competition is targeting beef prices from every angle. Plus, a reminder why Democrats cause inflation—and why Trump is determined to cure it.

In this inaugural episode of the Navarro Express, Peter breaks down the Biden-era chicken and egg price explosion, exposes the Great Biden Chicken Slaughter, and explains how President Trump’s rapid reforms sent poultry prices crashing back down. A fast primer on how Democrats cause inflation—and how Trump cures it.