By James Freeman James Freeman The Wall Street Journal Biography June 6, 2019 12:42 p.m. ET

A finisher applies drywall mud in a new home in Plano, Illinois last month. Most construction firms report open positions in the latest NFIB survey. Photo: Daniel Acker/Bloomberg News

What will it take to stop the U.S. jobs machine? Data on capital expenditures and manufacturing are flashing warning signals, while rising tariffs threaten growth.

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