A new batch of industrial production, manufacturing, and business capex came out today — showing the best hard goods boom in decades. Import prices fell for a second straight month. Another example of moderating inflation. And all the liberal mainstream media wants to talk about is the allegation that rising inflation is driving up long term interest rates. That charge is wrong.<br><br>With Michael Faulkender, Steve Moore, Liz Peek, General Jack Keane, Marc Thiessen, Kim Strassel and Rep. Tom Tiffany<br><br>Learn more about your ad choices. Visit podcastchoices.com/adchoices

The strong Trumpian economy

Kudlow 

Hello, folks. Welcome to Kudlow. I'm Larry Kudlow. So look, strong new economic numbers out today. Manufacturing up again. Computers, electronics, other high tech growing better than 20 percent. Business equipment investing, CapEx nearly 10 percent. The Trump economy is booming. Construction and private jobs are booming. The media won't tell us about it. Meanwhile, import prices fell for the second straight month like all other prices.

And long term treasury securities have been rising. But it's not an inflation scare. It's real capital returns from the strong economy. How about all that? We've got Steve Moore. We've got Michael Faulkner is going to be here. And, you know, we've talked about the roughly 156 million Americans who own stock. Now it turns out that passive ETFs, exchange traded funds, continue to pull way ahead of actively managed funds.

In other words, stocks for the long run is the best way to manage your portfolio. We'll talk to Liz Peek about that and some other things. Meanwhile, Iran seems to have a not so secret plan to escalate the war. I don't believe President Trump's going to stand for it. Take a listen to what the president had to say yesterday at the White House. They want to make a deal, but they're not going to make the kind of a deal that I feel is necessary.

Look, we're in there for one reason. Iran cannot have a nuclear weapon. Yes, indeed. Anyway, West Texas oil is hovering around $85 a barrel. AAA gasoline at $4.06. We'll hear much more from General Jack Keene in a little while. And by the way, a couple of primaries today. But the key point really is Democratic Party socialists have to be held accountable for woke one, no matter what they may say.

The strong Trumpian economy

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The strong Trumpian economy

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.