- Housing and auto areas showing most strength
- Suppliers having hard time keeping up
- Low inventory and high backlogs signal more output
- Factories burning off inventories and drop probably intentional
- Not at all concerned that inventories are too high
- Factories continue second half 2013 momentum, will work hard to restock
- Survey comments indicate a strong finish to 2013
- Federal fiscal concerns not a hurdle so far
- Sees no weakness in factory report and even drop in exports is not a concern
The comments from respondents are much more upbeat including one firm who was obviously too busy to talk in detail
US ISM mfg comments 02 01 2014