The Navarro Express

The latest Producer Price Index came in a bit hot—but inflation is a trend story, not a one-month headline. The real signal: energy is down, goods prices are flat, and inflation remains far below its peak. What’s rising is tied to healthy markets and returning industrial activity. Orders are coming back, factories are busy again, and America’s manufacturing muscle is rebuilding under President Tru...

For decades, foreign dumping — China first and worst — hollowed out America’s steel industry, shutting mills, wiping out jobs, and leaving the U.S. dependent on overseas steel for everything from bridges to warships. President Trump’s 2018 tariffs stopped the collapse, but Biden weakened them with loopholes and exemptions. In 2025, Trump doubled steel tariffs to 50%, and the results were immediate...

For nearly 50 years, America failed to build a new aluminum smelter—until now. A major new smelter in Oklahoma marks the return of U.S. aluminum production, driven by President Trump’s tariffs and strict enforcement. The episode explains why aluminum is critical to national security, how Biden-era exemptions weakened the industry, and how Trump’s renewed tariffs, closed loopholes, and tough trade...

America’s steak prices aren’t being driven by “inflation” — they’re being driven by cartel power at the slaughterhouse. With just four firms controlling most U.S. beef processing, and two major players effectively controlled from Brazil, American ranchers get paid less, families pay more, and profits flow offshore. As Brazil exports and China buys, foreign demand can end up setting the price of di...

Revised third-quarter GDP is an early signal the Trump manufacturing boom is taking root. Growth rose to 4.4%—driven by rising exports, falling imports, and private-sector production, not government spending. Tariffs and the Big Beautiful Bill’s full factory expensing are pulling investment back into America and lifting output in the hard durable-goods sectors. These are the green shoots of a manu...

Jay Powell says a DOJ investigation threatens Fed independence—but this isn’t about interest rates. It’s about whether Powell misled Congress under oath over the Fed’s lavish multibillion-dollar headquarters renovation. President Trump says Powell is either incompetent or crooked. Either way, this isn’t an independence crisis—it’s a credibility crisis. Independence doesn’t mean immunity. Accountab...

China has weaponized American soybeans for years—using the cancel button to pressure our farmers and bend U.S. trade policy. In this episode, I explain why that happens, how our structural weakness is exporting raw beans instead of processing them at home, and how the Trump administration is moving to anchor demand in America through domestic crushing and biofuels.

The December CPI report delivers three clear conclusions: tariffs aren’t driving inflation, inflation is now running near the Fed’s target, and the data support a rate cut at the Fed’s January 28 meeting. Headline inflation came in as expected, core inflation was even cooler, and goods prices stayed flat—showing no tariff pass-through. Bottom line: inflation is stable, the justification for high r...

In this episode, I break down President Trump’s plan to stop large institutional investors from buying up more single-family homes. Wall Street has been crowding families out, driving prices and rents higher, and turning the American Dream into a financial asset. Trump is drawing a clear line: homes are for families—not funds.

In this episode of The Navarro Express, I break down the real cause of the homeownership lockout: mortgage rates that push monthly payments beyond what families can afford. I explain how President Trump is going straight at the market that actually sets those rates—restoring liquidity, lowering costs, and reopening the door to homeownership. This isn’t a subsidy. It’s fixing a broken system where...

Today’s jobs report looks confusing at first glance: job growth came in at just 50,000—well below expectations—yet the unemployment rate fell. In this episode of the Navarro Express, Peter Navarro explains why that’s not a contradiction at all. The answer is simple economics and strong border enforcement. When President Trump sealed the border and slowed the flood of illegal labor into the workfor...

In this episode, I break down why the economy is growing at a 4.3% annual rate, far above expectations, and why the so-called experts still don’t understand the Trump economy. This episode explains how investment-led growth, tariffs that boost exports, and pro-worker tax reforms are powering a real industrial revival — not a government-spending sugar high. The data are clear: Trumpnomics is workin...

Politico says Democrats have found a “rare opening” with rural America. I explain why that’s pure fiction. China deliberately targeted American agriculture in retaliation for President Trump’s trade enforcement—and Trump stood with farmers, countering economic warfare with strength and support. This episode breaks down what the media leaves out and why rural America knows exactly who had their bac...

Inflation just came in far below expectations—and every major economist missed it. CPI is now running near 1.2% annualized, wages are beating inflation again, and President Trump’s economic strategy is delivering. The data are clear. The experts were wrong. And the Fed is behind the curve.

In this episode, I break down Mexico’s new tariffs on Chinese imports and what they signal about the global spread of President Trump’s trade strategy. A sharp look at China’s overcapacity, rising tariff walls, and the emerging new world trade order.

Big Beef, Big Inflation, Big Crackdown. In this Navarro Express, I break down how Joe Biden and the Democrats drove beef prices to nearly 6% a year while the Big Four packers — Cargill, JBS, Tyson, and National Beef — squeezed ranchers and gouged consumers. Then I lay out how President Trump is fighting back with antitrust investigations, new independent processors, and a simple rule: Democrats ca...

In this Inflation Fighters episode of the Navarro Express, Peter Navarro breaks down why your burgers and steaks cost so much more in the Biden era. He walks through how Green New Deal energy politics, federal grazing restrictions, and “cow flatulence” climate pledges helped shrink America’s cattle herd to its smallest level in more than 70 years—and why beef inflation is far harder to fix than th...

In this inaugural episode of the Navarro Express, Peter breaks down the Biden-era chicken and egg price explosion, exposes the Great Biden Chicken Slaughter, and explains how President Trump’s rapid reforms sent poultry prices crashing back down. A fast primer on how Democrats cause inflation—and how Trump cures it.