U.S. manufacturers had a very good January — it’s the rest of the year that’s the problem.

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U.S. manufacturers experienced a boost in new orders and business growth in January, but this improvement is likely temporary and not a sign of an end to the ongoing tariff-induced slump.

Market Impact

Market impact analysis based on neutral sentiment with 70% confidence.

Sentiment
Neutral
AI Confidence
70%
Time Horizon
Short Term

Article Context

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U.S. manufacturers got a burst of new orders in January and business grew for the first time in 11 months, but the improvement appeared tied to the start of a new year and probably doesn’t herald an end to a tariff-induced slump.

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Original article published by MarketWatch on February 2, 2026.
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