Weekly Market Commentary 4-27-2026 New!

“Domestic Manufacturing Comeback: Renaissance or Rhetoric?”
See what we have to say about the following:

 

 

 

• Domestic Manufacturing Comeback: Renaissance or Rhetoric?
  Recent data suggest U.S. manufacturing is experiencing selective growth driven by strategic industry investment and policy support rather than a broad reversal of long-term employment declines.

 

• Supply Chain Resilience, De‑Globalization, and Reshoring
  Globalization is evolving rather than retreating, with U.S. supply chains shifting toward neighboring and allied countries while domestic manufacturing construction continues to rise.

 

• Manufacturing Capacity Expansion, Policy Tailwinds, and Energy Advantage
  Sustained increases in manufacturing capacity since 2022 reflect the combined impact of federal legislation, corporate capital spending, and relatively favorable U.S. energy costs.

 

• STAAC Commentary
  STAAC views the manufacturing and capex cycle as supportive of U.S. equities—particularly industrials and technology—leading to a modest equity overweight and an underweight to fixed income.