Yesterday I met 14 customers at their sites. The first meeting was 7.30am and that last was 5.30pm. It was a pretty full-on day. Each and every client said that their factories were busy and that their forecast was positive. Additionally one client had shut-down with key staff transferring to a similar business, another had a change of ownership and was expanding and rapidly employing, and several others complained of a lack of skilled staff available to employ.
Economists would say this shows a very positive level of business confidence, which will lead to more investment by businesses and hence expansion for the economy, something most markets haven't experienced for many years.