I think home sales, consumer spending, and manufacturing data are the statistics to watch most closely. Forget about job growth.
http://accruedint.blogspot.com/2009/10/jobs-you-want-this.html
and
forget about consumer confidence! It doesn't mean anything to anybody.
http://accruedint.blogspot.com/2009/09/confident-what-know-you-of-confident.html
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