Rosenberg: Looking at the sector breakdown of the report, the charts below highlight the sectors that are seeing an outright inventory re-stocking at this time. In addition, what makes these sectors pop out is that they were also cited as areas of expansion in the latest Fed Beige Book.

The charts focus on everything from construction to defense research. While some sectors have been more turbulant in past months, it’s interesting to see them all rise for the first time in quite awhile.

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