The Industrial Economy Is Giving A False Sense Of Security

2026-01-25 08:00:00 ET

Back in August of last year, I argued that a recession is imminent absent a major change by the US government. Years of inflationary pressures and high-interest rates aimed at combating them, in addition to tariffs that prove to be a tax on the American consumer, would ultimately feed the culprits. We have yet to see that recession, but I do remain adamant that my assessment was correct. If there is going to be anything that disproves my stance on the matter, it would very likely be the industrial economy. The industrial sector specifically has achieved performance in recent months that is conflicting, to say the least. In some ways, it is performing horribly. And in other ways, its performance is relatively robust....

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