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 indicators suggest a positive sign for capital expenditures?

What are the implications of the Fed's perspective on rate hikes and fiscal stimulus?