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so we asked our panel what is the missing piece to get those companies to spend and hire? some say the government should do more to make it easier for small businesses to borrow money to turn the spark of economic momentum into real jobs. >> you need a lot of growth. we're starting to see more growth. that's the good news, the question is is it enough to be the job generator we need. >> reporter: indicators suggest that we are headed in the right direction. just today a new survey shows that 42% of companies expect to increase hiring in the next 6 months. and that survey helped send stocks to a 2 1/2-year high today. when it comes to a real turnaround america needs small and medium size businesses to pick up hiring and we're not seeing enough of that, diane. >> bianna, thanks. how do you get that spark for smaller businesses? you talked about that. when will the light switch go on? here's jake tapper with a look at what president obama will say about this tomorrow night in the state of the union. >> reporter: we all know what

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