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The anticipation of greater tariff barriers and a step to move manufacturing back home is expected to drive stocks higher .The National Retail Federation  expects a strong holiday season this year, with more consumer spending in a shorter shopping season. On average, consumer spending is expected to reach a record $902 per person across gifts, food, decorations and other seasonal items. This represents an increase of about $25 per person more than last year’s figure and $16 higher than the previous record set in 2019.According to the Conference Board Holiday Spending Survey, the average U.S. consumer intends to spend $1,063 on holiday-related purchases in 2024, up 7.9% from $985 in 2023, $1,066 in 2022 and $1,022 in 2021. 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