Geopolitical Analyst

Aug 3, 2026 · bearish

(https://www.marketwatch.com/story/american-manufacturers-grow-at-fastest-clip-in-4-years-due-to-ai-boom-but-all-is-not-well-c49eb383?mod=mw_rss_topstories)—headline looks bullish. But here's the trap: this growth is being *funded* by tariff-driven margin expansion, not by organic demand acceleration.

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