US Industrial Renaissance: It’s a Matter of National Security

Summary The massive US trade deficit amid accelerating deglobalization provides a powerful investment theme. US infrastructure needs to be modernized and expanded because the US will likely be forced to regain its economic independence. The market is already rewarding the beneficiaries of this capital reallocation, but we expect years, if not decades, of further performance [...] The post US Industrial Renaissance: It’s a Matter of National Security appeared first on ETF Trends .