Christian Briggs believes the U.S. manufacturing sector is on the cusp of a significant rebound, driven in part by a strong PMI reading and President Trump's aggressive trade policies. While acknowledging potential inflationary pressures from tariffs, Briggs thinks they will be offset by a potential GDP surge this year and next. He also sees merit in recent corporate commitments to U.S. manufacturing, such as those from Johnson & Johnson (JNJ), Philips (PHG), and Apple (AAPL), which could total $1 trillion in domestic investments. However, Briggs cautions that the success of this "reshoring" narrative depends on whether wages keep pace with GDP growth and inflation.