The Navarro Express
The Navarro Express delivers fast, fierce, no-nonsense briefings on the breaking economic, trade, and political stories shaping America’s future. In under five minutes, Peter Navarro cuts through the noise with sharp analysis you won’t hear anywhere else—actionable insights on the economy and markets, tariffs and trade, Beijing’s latest maneuvers, America’s manufacturing fight, and the political undercurrents shaping MAGA World. No filler. No spin. Just the essential facts and the hard truths—delivered at Navarro speed. Whether you’re heading out the door, between meetings, at the gym, or scrolling for the real story behind the headlines, The...
CISA warnings expose America’s election security gaps
For five years, the government sent its own cybersecurity teams to break into America's election systems — and in case after case, they gained full network control within hours. Then they burried it, until now.
What Our Spies Cut Out of the China File
The declassified record shows two things: the arsenal Communist China built ahead of the 2020 election, and the documented effort inside our own intelligence community to strip the election connection out of it.
It was a Great Scam While it Lasted
There's a global shell game running against the American people, and Peter Navarro is here to expose it. High-tariff exporters are laundering their goods through a shadow network of more than 40 countries, slapping on false "made in" labels to erase the tariffs they'd otherwise owe and sneak into the U.S. market. The cost? Tens of billions in stolen tariff revenue every year and countless American manufacturing jobs that vanish before they're ever created.
PPI Confirms CPI, and Tells the Fed to Not Invent an Inflation Crisis
The July producer price numbers just landed — flat, cooler than Wall Street expected, with goods, energy, and food all falling. The real tariff story was never about prices. It's about evasion.
July Inflation Blows a Hole In the Fed-Must-Remain-Tight Story
The pundits promised tariff inflation. July's numbers say otherwise. Cooling core prices, rising real wages, and why the Fed shouldn't mistake an oil shock for a spiral. The inflation scare is running out of gas.
Trump’s fishing reforms hit home in Cape May
The Trump seafood competitiveness agenda means more premium American seafood for consumers— scallops landed by American boats. For the country, it means a smaller trade deficit, better food security, and an ocean economy worthy of an ocean nation. How do you like dem scallops?
Newly released documents open a path to the true origins of the Russia hoax
For years you were told it was settled — a conspiracy theory not worth your questions. The newly declassified documents tell a different story.
A Soft Jobs Headline Hides An Industrial Turn
The headline said the July jobs report was soft — and the usual voices rushed to call it trouble. Time to look behind the numbers and find the real story: manufacturing adding jobs, durable goods surging, factory construction booming, and wages climbing for the workers who build things.
The June Trade Report Is a Welcome Movement In the Right Direction
The headline said the trade deficit shrank — but that's the easy part. Beneath the surface of the June trade report lies the real story: record services exports, historic energy strength, and capital-goods flows signaling an industrial base on the rebound.
The July ISM Report Confirms America's Manufacturing Revival
They said American manufacturing was finished — a museum piece to trade away. The factory floor just proved them wrong. It's production, investment, and higher wages coming home. No filler. No spin.
President Trump Draws the Quartz Line
Your kitchen countertop is a battlefield — and most people never notice the fight. This week, President Trump moved to protect America's quartz industry from a flood of cheap imports engineered to capture our market and hollow out our factories.
The Fed Held Rates Steady, and Still Got It Wrong
The Federal Reserve held interest rates steady—but the real story was the three dissenting votes in favor of a hike. This episode breaks down what the Fed got wrong, why markets reacted so negatively, and why supply-side growth—not tighter monetary policy—is the key to keeping inflation under control.
The Fauci diary tells the story of institutional cover-up
Anthony Fauci’s newly released diary offers a behind-the-scenes look at some of the biggest decisions of the COVID-19 pandemic. This episode examines what the diary says about the China travel ban, the Wuhan lab leak theory, hydroxychloroquine, mask mandates, lockdowns, and the internal debates that shaped the public response—and why its revelations continue to fuel calls for greater accountability.
Canada wants free trade — only on its terms
An exploration of the escalating U.S.-Canada trade dispute, examining tensions over dairy, alcohol, and automobile policies, the use of targeted tariffs as a trade enforcement tool, and the broader debate over reciprocal market access. This episode unpacks how each side views fairness in trade, the legal mechanisms behind tariff actions, and what these policies could mean for businesses, consumers, and the future of North American economic relations.
America Can Break China’s Choke Hold on Critical Minerals
China has spent decades building dominance across critical industries, and it is now leveraging its control of rare-earth and other critical minerals to strengthen its economic and geopolitical influence. As the U.S. and its allies work to reduce dependence on Beijing, new investments in domestic refining technologies and public-private partnerships aim to create cleaner, lower-cost, China-free supply chains for the strategic materials essential to defense, semiconductors, AI, and advanced manufacturing.
June CPI Throws Cold Water On Fed Rate Hawks
June’s CPI report showed inflation cooling more than expected, with headline prices falling, core inflation essentially flat, and real wages rising. Broad-based disinflation across gasoline, housing, medical care, vehicles, and insurance weakens the case for additional Federal Reserve rate hikes and suggests policymakers should remain patient rather than tightening policy in response to temporary energy-price shocks.
Tariffs pull, USMCA pushes: Toyota to Texas
Toyota’s $3.6 billion expansion in Texas is examined as a case study in how tariffs and trade policy may be reshaping American manufacturing, strengthening domestic supply chains, and exposing weaknesses in the USMCA.
The Policy Response to the Trade Report Isn't Retreat, It's Resolve
The latest U.S. trade report showed the trade deficit widened in May, but the broader picture is more mixed. Record exports in services and energy point to areas of economic strength, while rising imports of machinery and industrial equipment could signal increased investment in U.S. manufacturing. At the same time, growing trade deficits with countries like Mexico, Vietnam, and Malaysia raise concerns that some imports may be circumventing tariffs through transshipment. The overall message is that while there are positive signs for American industry, stronger enforcement of trade rules is seen as necessary to protect domestic manufacturing...
How King George Became American Ammunition
The remarkable story of how patriots melted down King George III’s statue after the Declaration of Independence and transformed it into more than 42,000 musket balls. This episode explores one of the Revolution’s most powerful symbols of American ingenuity—turning a monument to tyranny into ammunition for freedom.
A Steady Jobs Report Pours Cold Water On Fed Rate Hawks
A closer look at the latest jobs report and what it means for the economy, the Federal Reserve, interest rates, inflation, wages, and the outlook for American workers.
St. Fauci and the sinner media
Newly declassified intelligence records raise explosive questions about Dr. Anthony Fauci, the origins of COVID-19, and the media’s role in shaping the public narrative. A look at the evidence behind the lab-leak theory, the alleged cover-up, and why many believe it’s time for Congress to investigate.
Four Economic Reports, One Message: No Fed Panic
Four major economic reports point to the same conclusion: inflation remains largely energy-driven, growth is steady, investment is strong, and the data simply do not support another round of Fed rate hikes.
PPI Confirms CPI: Energy Shock, Not a Trigger For a Rate Hike
Not all inflation is the same. The latest CPI and PPI reports point to an energy-driven price shock, not an overheated economy. While producer prices surged in May, energy costs—particularly gasoline—did most of the heavy lifting. The key question is whether those higher energy costs spread into broader inflation. History suggests the Federal Reserve should be careful not to respond to an oil shock with aggressive rate hikes that risk slowing growth and triggering recession.
Headline CPI Number Is Hot, While Core Inflation Is Not
A closer look at the May CPI report shows that higher gasoline and energy prices drove most of the increase in headline inflation, while core inflation remained subdued and came in below expectations. Policymakers should focus on underlying inflation trends rather than temporary energy-driven price spikes.
Trump’s Tariff-and-Tax Strategy Is Bringing Manufacturing Home
New manufacturing data points to a strengthening U.S. factory sector, with the ISM Manufacturing Index expanding for a fifth straight month and reaching its highest level since 2022. Rising new orders, production, and factory investment suggest growing industrial momentum, while increased spending on equipment and construction signals efforts to expand domestic manufacturing capacity. The analysis also argues that higher interest rates could slow this recovery by raising costs for manufacturers.
Parsing the Residential Construction Data Through Fed Eyes
A cautiously recovering housing market and resilient labor data are sending a clear signal: the economy does not need another interest rate hike. This episode breaks down why residential construction matters so deeply to growth, jobs, and consumer confidence — and why tightening monetary policy now could derail a fragile recovery before it gains momentum.
What Textiles Teach Us About Globalism — And Survival
A look at how America lost its textile industry—and why it matters. From COVID-era PPE shortages to decades of globalist trade policy, the case for rebuilding domestic manufacturing as a foundation of economic and national security.
Producer Prices Jumped. Broad Inflation Didn’t
March’s PPI report shows inflation driven largely by energy—not a broad-based surge. While headline prices rose, core and service-side pressures remain contained, signaling underlying inflation is still cooling despite volatile commodity shocks.
ISM Manufacturing Says It Plainly: American Industry Is Expanding Again
The March ISM report signals a clear shift: American manufacturing is expanding again, with rising orders, stronger production, and growing industrial momentum. While employment and inventories lag and cost pressures remain elevated, the data points to a sector turning the corner—and an early-stage industrial comeback taking shape.
Last Week's Jobs Report Sends the Doomcasters Back to the Drawing Board
A blowout March jobs report adds 178,000 jobs, far exceeding expectations and reinforcing the strength of the American labor market. Private-sector hiring led the gains, while key industries like construction and logistics showed renewed momentum. Despite recession warnings, the data points to a resilient economy shifting toward more productive growth.
America’s Medicine Cabinet Must Come Home
President Trump signs a sweeping new proclamation to bring pharmaceutical manufacturing back to the United States—targeting one of America’s most critical national security vulnerabilities. Despite leading the world in drug innovation, the U.S. relies heavily on foreign supply chains for key ingredients and finished medicines. This episode breaks down the risks, the policy response—including tariffs and onshoring incentives—and why the future of medicine may depend on rebuilding America’s industrial base.
Trump’s Made in America Order Restores Truth to American Labels
President Trump’s Made in America order cracks down on deceptive origin claims, targeting misleading labeling, weak online verification, and lax enforcement. By aligning federal agencies and strengthening penalties, the policy aims to ensure that “Made in USA” truly means American-made—supporting domestic industry, supply chains, and consumer trust.
Jerome Powell Doubles Down on His Own Incompetence
Powell holds rates steady—and hits Main Street. As inflation cools and oil shocks weaken demand, this episode breaks down why the Fed is tightening into a slowdown, raising borrowing costs for families, builders, and manufacturers while misreading the real economy.
Inflation Continues to Cool as the Trump Economy Delivers Real Wage Gains
February’s CPI report shows inflation cooling while wages continue to outpace prices. With real wages rising—especially for blue-collar workers—the data signal a recovery in purchasing power and reinforce the broader strength of the Trump economy.
The February Jobs Report: Beneath the Headlines, the Labor Market Remains Strong
February’s jobs report headline shows a payroll decline, but the deeper story is a stabilizing labor market. Temporary disruptions skewed the numbers while unemployment remains low, wages are rising, and productivity—especially in manufacturing—is strengthening. The real Trumpnomics story isn’t job counts, but the combination of rising pay, stronger output, and steady employment.
The Trumpnomics Inflection Point: ISM Confirms Industrial Momentum Is Back
For the second straight month, the ISM Manufacturing Index is signaling expansion, with February’s PMI at 52.4 and new orders surging. Production is rising, supply chains are realigning, and hiring is beginning to stabilize. The data suggest Trump’s trade and industrial policies are fueling a manufacturing turnaround—not the slowdown critics predicted.
Confidence Is Turning as Expectations Catch Up to Economic Reality
Consumer confidence just beat expectations, with forward-looking sentiment turning higher — a key early signal for spending and growth. While households still expect elevated inflation, actual price pressures are running lower, suggesting perceptions are lagging reality. As inflation fears fade and expectations realign with data, confidence has room to rise further — supporting stronger consumption and sustained economic momentum.
The Rent Check Test: How Trump’s Policy Shift Is Easing Housing Pressure
Housing starts just beat expectations and single-family construction is stabilizing, signaling that the Trump affordability reset may be underway. After years of surging rents, high mortgage rates, and distorted housing demand, deportations, deregulation, and easing inflation are beginning to cool rental markets and lower borrowing costs.
Defund ICE? Let’s Talk Consequences.
ICE is the enforcement arm of federal immigration law—executing removal orders, detaining individuals with final deportation rulings, and targeting serious offenders. This episode breaks down what happens when ICE funding is cut: fewer detention beds, fewer removals, and growing backlogs. It’s not rhetoric—it’s arithmetic. Public safety policy is about incentives, enforcement, and consequences. Law without enforcement isn’t compassion, it’s chaos.
Manufacturing Is Back—and the Media Can’t Spin the Numbers
January’s ISM Manufacturing Index hit 52.6 — back in expansion and the strongest reading in over a year. That single number undercuts claims that Trump’s tariffs are hurting industry. Investment is rising, factories are being built, and construction jobs are leading the way before permanent manufacturing payrolls arrive. The data show an industrial revival taking shape under Trumpnomics.