Ben Berkowitz

2 weeks ago | axios.com | Ben Berkowitz

To make a manufacturing renaissance happen in America, President Trump needs three things to happen simultaneously:The private sector needs to commit capital, in size and with confidence, to support a national campaign to build factories, ships and the like. There needs to be a willing labor force for that construction — either American workers agreeing to take lower-wage construction jobs, or a reversal of the immigration crackdown that's straining the labor market.

2 weeks ago | axios.com | Ben Berkowitz

Photo: Tasos Katopodis/Getty ImagesIf markets learned one thing from the last week's White House tariff drama, it was that President Trump is still paying attention. Why it matters: The "Trump put" that investors relied on in his first term — the notion that Trump would change policy if stocks or bonds had a bad reaction — looked like it might be dead in the second term. Until Wednesday.

2 weeks ago | axios.com | Ben Berkowitz

2 weeks ago | flipboard.com | Ben Berkowitz

3 hours agoIn response to US President Donald Trump's massive levies on China, Beijing has not only imposed reciprocal tariffs of its own on US goods. It has also stopped the export of valuable rare earths which are crucial for many high-tech US industries.

2 weeks ago | axios.com | Ben Berkowitz