Boston bureau chief. Covering all things industrial in my weekly newsletter. Sign up here: bloom.bg/2HKYqBPhttps://bsky.app/profile/blsuth.bsky.socialhttps://bsky.app/profile/blsuth.bsky.social/post/3lik3bfi6i22rCompanies are already flip-flopping export-oriented supply chains out of the US, raising the risk tariffs force manufacturers to isolate America in the same way they did China. It's the latest reminder tariffs have unintended effects. My newsletter: https://www.bloomberg.com/news/newsletters/2025-02-14/trump-s-tariffs-risk-unintended-consequences-for-supply-chains?sref=jJ5dcbrU @bloomberg.com19 Feb 2025 15:21 +0000at://did:plc:3cdq3y23xtet4mepezgpcdkf/app.bsky.feed.post/3lik3bfi6i22rhttps://bsky.app/profile/blsuth.bsky.social/post/3lik2xsacec2rDOGE claimed to have wrought $8 billion in savings by killing one contract. Except it was worth $8 million, not $8 billion. For context, ICE's total annual budget is about $9 billion. https://www.bloomberg.com/news/articles/2025-02-19/doge-says-it-s-saved-55-billion-itemized-data-show-far-less?sref=jJ5dcbrU via @bloomberg.com19 Feb 2025 15:15 +0000at://did:plc:3cdq3y23xtet4mepezgpcdkf/app.bsky.feed.post/3lik2xsacec2rhttps://bsky.app/profile/blsuth.bsky.social/post/3lhmg27aoos26The thing about the conglomerate model is that it works until it doesn’t. And once investors decide it’s no longer working, it can be incredibly difficult to change that narrative. And so Honeywell is joining the breakup craze. This week's newsletter: https://www.bloomberg.com/news/newsletters/2025-02-07/honeywell-breakup-fuels-debate-about-who-is-allowed-to-be-a-conglomerate?sref=jJ5dcbrU @bloomberg.com07 Feb 2025 20:14 +0000at://did:plc:3cdq3y23xtet4mepezgpcdkf/app.bsky.feed.post/3lhmg27aoos26https://bsky.app/profile/blsuth.bsky.social/post/3lh2hplhdfk23It's anyone's guess what Trump's ultimate plan is for tariffs but manufacturers are planning to respond with price increases — including on heaters and air conditioners. This week's newsletter: https://www.bloomberg.com/news/newsletters/2025-01-31/trump-mexico-tariffs-poised-to-drive-up-air-conditioner-cost?sref=jJ5dcbrU via @bloomberg.com https://www.bloomberg.com/news/newsletters/2025-01-31/trump-mexico-tariffs-poised-to-drive-up-air-conditioner-cost?utm_source=website&utm_medium=share&utm_campaign=twitter?sref=jJ5dcbrU31 Jan 2025 16:56 +0000at://did:plc:3cdq3y23xtet4mepezgpcdkf/app.bsky.feed.post/3lh2hplhdfk23https://bsky.app/profile/blsuth.bsky.social/post/3lbkm7aeu7226“If you're a defense contractor whose name doesn't end in X, you're probably worried — for good reason," says Rep. Seth Moulton. The more isolationist and penny-pinching America that Trump envisions will pose challenges for defense contractors. https://www.bloomberg.com/news/newsletters/2024-11-22/defense-giants-lockheed-boeing-face-chaos-factor-on-trump-spending-cuts @bloomberg.com22 Nov 2024 18:27 +0000at://did:plc:3cdq3y23xtet4mepezgpcdkf/app.bsky.feed.post/3lbkm7aeu7226https://bsky.app/profile/blsuth.bsky.social/post/3lbkm2rlfk226Elon Musk and Vivek Ramaswamy are going to find it harder than they think to cut spending and regulations by firing federal workers, says @byjustinfox.bsky.social via @opinion.bsky.social https://www.bloomberg.com/opinion/articles/2024-11-22/musk-s-doge-plan-for-firing-a-mass-of-federal-workers-doesn-t-add-up?sref=jJ5dcbrU22 Nov 2024 18:25 +0000at://did:plc:3cdq3y23xtet4mepezgpcdkf/app.bsky.feed.post/3lbkm2rlfk226https://bsky.app/profile/blsuth.bsky.social/post/3layykgqrl52p“Nobody knows what’s going to happen. We can project, but the projection isn’t so comforting.” CEOs are preparing for a repeat of the chaotic, transactional governance of Trump's first term. https://www.bloomberg.com/news/articles/2024-11-15/ceos-in-new-trump-era-worry-about-tariffs-china-and-mexico?sref=jJ5dcbrU @bloomberg.com15 Nov 2024 18:20 +0000at://did:plc:3cdq3y23xtet4mepezgpcdkf/app.bsky.feed.post/3layykgqrl52p