Confidence is high among U.S. manufacturers, a RSM survey shows, but many hope for policy actions from Washington before making key investment decisions.
A drop in both supplier deliveries and inventories were due to the impact of supply-chain difficulties post-hurricanes.
People are back to work and construction activity is up, which is good for truck sales.
Americans are becoming more upbeat about the economy and employment as the labor market improves and stock prices climb to records.
In a sign that production will remain firm in coming months, the MNI Chicago index of backlogs reached the highest level in more than 43 years.