Uncertainty is the tax on top of the tax
Companies can price a tariff; they cannot price a tariff that might change — and the wait itself costs capital expenditure.
Monica Cummings · July 14, 2026
Business news from the production economy: manufacturer and industrial results, plant investment and expansion announcements, contract awards, supplier insolvencies, freight and logistics capacity, and input price moves. Each item states the downstream effect on customers and competing producers. For procurement teams, industrial analysts and operators watching their supply base.
Companies can price a tariff; they cannot price a tariff that might change — and the wait itself costs capital expenditure.
Monica Cummings · July 14, 2026
Manufacturing construction at historic highs turned industrial real estate into a policy asset class — with vacancy and power as the new fundamentals.
Monica Cummings · June 21, 2026
Refund claims for duties paid under the invalidated IEEPA tariffs are moving through the trade court — and documentation decides who gets paid.
Monica Cummings · May 29, 2026
The robot-versus-worker math changed — not because robots got cheap, but because tariffs and wages moved the goalposts.
Monica Cummings · May 6, 2026
The gap between domestic and imported metal prices shows up months later in project budgets — and someone always eats it.
Monica Cummings · April 14, 2026