Macro Pulse U.S.: Industrial Production Rebound Points to Firmer Manufacturing Momentum
A recovery in industrial output is underway from its 2023–24 weakness reinforcing the view that manufacturing is making a more meaningful contribution to U.S. economic output, broadening growth beyond technology capital spending and high-income consumer demand.
In the latest 3 Things in Credit, KBRA’s Chief Markets Strategist Van Hesser discusses hyperscaler debt issuance going global, the next wave of U.S. growth drivers, and whether the industrial rebound marks a true renaissance. Listen to Van Hesser’s insights on: Apple Podcasts | YouTube Music | Spotify or visit
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