Very positive commentary

Karim writes:

Overall index and key components (orders, employment) consolidating at a strong level; lengthening of supplier delivery times may explain strength in inventories

• “Business continues to improve; however, rising material prices are eroding margin. Increases to the consumer are inevitable in early Q1 2011.” (Paper Products)
• “International markets expanding rapidly. Domestic market is slowly rebounding.” (Transportation Equipment)
• “We’re starting to see capacity at suppliers become an issue.” (Machinery)
• “Capital projects are being released, which is improving our sales.” (Computer & Electronic Products)
• “We are seeing increases in chemical prices that seem to be driven by supply/demand imbalance.” (Chemical Products)