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 signs a sweeping new proclamation to bring pharmaceutical manufacturing back to the United States—targeting one of America’s most critical national security vulnerabilities. Despite leading the world in drug innovation, the U.S. relies heavily on foreign supply chains for key ingredients and finished medicines. This episode breaks down the risks, the policy response—including tariffs and onshoring incentives—and why the future of medicine may depend on rebuilding America’s industrial base.

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.