Current developments affecting orders, output, input costs, capacity, inventory and manufacturing labor. Updated as the evidence changes.
Federal regulators finalized a 2031 fleet target of 34.9 miles per gallon, well below the prior 50.4 mpg target, while ending credit trading by 2028.
DevelopingCostsThe two countries plan reciprocal reductions covering $60 billion in goods and extended their trade truce into January. For importers, this is selective cost relief rather than a return to pre-tariff conditions.
BuildingOrdersJuly new orders rose 0.9% to $663.6 billion while unfilled orders reached $1.60 trillion.
DevelopingLaborManufacturing added 16,000 jobs in August and is up 58,000 from a recent December 2025 low.
AcceleratingCostsProducer prices for manufacturing materials and components were up 9.3% year over year in August.
MixedOutputManufacturing output fell 0.3% in August after seven months of gains; capacity utilization was about 75.7%.