Dagens Goldman

GS analys av Philly Fed igår: Philadelphia Fed's manufacturing survey held roughly steady in January, at 19.3 vs 20.8 in December, but the composition of the report was substantially stronger. The new orders and employment indexes each rose 13 points, with the 23.6 new orders reading the best since 2004, and the employment index of 17.6 the best since 2006. The only small negative was a pickup in inventory accumulation.

Som sagt så förväntar jag mig stark statistik. Värre är uppgången i Eurostoxx50 (nu 1% idag) som sakta men säkert maler ned mitt tålamod i väntan på en PIIGS-korrektion som kanske aldrig kommer.