Macro
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industrial · sector mood
2025
year mood
+0.12
· -0.10 to +0.20 across 12 mo
Monthly mood
bearish −1
+1 bullish
month values ▾
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.20 | -0.10 | +0.10 | -0.05 | +0.05 | +0.10 | +0.15 | +0.15 | +0.20 | +0.20 | +0.20 | +0.20 |
Trump's tariff escalation was double-edged — protecting domestic producers but shocking supply chains and inviting retaliation (April 'Liberation Day' plunge) — yet accelerating reshoring and a roaring data-center power/electrical-equipment cycle drove strong order books…
How this mood is scored ▾
Each day the model reads that day's news for the sector and asks, as someone who owns assets or
makes their living in it: how am I feeling this month, and why?
The month's mood is that running answer, tied to the specific events driving it (the story shown
above). It leans on trusted, higher-impact reporting, and on the prior month when a month is
quiet, so one loud headline can't swing it. The read updates daily through
the month; once a month ends, its mood is locked.
This year is read live from the news the pipeline actually collected (hover a bar for its story count).
· last computed Jul 11, 2026
Top industrial stories of 2025
Feb
US imposes new tariffs on EU, 60 nations over forced labor concerns
npr.org →
The US imposed a 15% tariff on most EU goods effective July 1, 2026. The USTR also proposed up to 12.5% Section 301 forced-labor tariffs on 60 trading partners, with a hearing scheduled for July 7. A temporary 10% global tariff set to expire July 24 faces uncertainty as Congress debates its extension following the Supreme Court's February ruling against IEEPA tariffs.