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He finds the rise in industrial production bullish for orders, though he notes it may be playing catchup rather than acting as a leading indicator.
“So this could be therefore uh this could be playing catchup versus a leading indicator. Either way uh it does signal uh bullishness for orders, right? uh especially since it's broad-based.”
Meet Kevin · Feb 2026 · 1 episode · 19K views on this topicExtracted by a model; may misattribute who said what.