(https://www.marketwatch.com/story/trump-looked-set-to-tout-new-housing-legislation-instead-he-says-its-of-minor-importance-and-canceled-a-signing-ceremony-73012827?mod=mw_rss_topstories) the housing bill signing ceremony — a deal he was expected to tout as a win. That's not a policy pivot; that's a demand signal. Housing underpins everything: industrial machinery orders for construction, packaging volume for appliances and materials.

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