Counselor to @SecScottBessent @Lavorgnanomics: If you look at capital spending, it grew over 15% in the first half of the year… we saw good growth in industrial equipment, transportation, and that was the result of the fact that the [One Big Beautiful] bill was written to make capital spending retroactive to inauguration day, so that spending has accelerated. We saw the new orders component in the ISM the other day improve. The widely followed Atlanta Fed GDP is forecasting 3.5% GDP growth. And that’s after a 3% plus gain in the last quarter. So, the trajectory of growth is very solid.
