Evercore ISI's Hyman Says Only Real Economic Weakness Is Outside U.S.

The video discusses private industry surveys and their current positive outlook despite a recent storm affecting retail. It examines potential recession indicators, noting a slowdown in government data but no clear signs of an impending recession, such as bubbles or energy price spikes. The economic cycle is a decade in, with surveys showing a slowdown but no major recession indicators. The global economy shows weakness, particularly in Germany, Japan, and China, while the US economy remains relatively stable.

What impact did the recent storm have on retail shopping according to the surveys?

What does the current manufacturing data suggest about the economy?