Surveys Show Positive Sentiment on Manufacturing

The video discusses the improvement in economic fundamentals, highlighting positive trends in economic surprises and regional Fed surveys. It notes the potential impact of a stronger U.S. dollar on exports and manufacturing data. Confidence surveys show optimism post-election, with hopes for growth-boosting policies. The video also covers bond yields, justified Fed rate hikes, and the potential influence of fiscal stimulus on economic tightening.

What has been the trend in economic surprises over the last half year?

• Fluctuating without a clear trend

• Staying neutral

• Consistently moving to the downside

• Consistently moving to the upside

What is the significance of the durable goods report mentioned in the video?

• It showed a significant decline in all areas

• It was irrelevant to the current economic situation

• The headline was down, but core CapEx orders were strong

• It indicated a complete economic downturn

Which surveys are mentioned as leading indicators for capital expenditures?

• Los Angeles, Miami, and Seattle Fed surveys

• Chicago, Boston, and San Francisco Fed surveys

• Dallas, Atlanta, and Richmond Fed surveys

• Philadelphia, New York, and Kansas City Fed surveys

What has been the impact of the new administration on economic confidence?

• It has had no impact on confidence

• It has only affected the stock market

• It has decreased confidence significantly

• It has boosted confidence in various sectors

What is the Fed's stance on rate hikes according to the video?

• The Fed will maintain the current rates indefinitely

• The Fed plans to decrease rates significantly

• The Fed is likely to tighten more in the next year

• The Fed is uncertain about future rate changes