As the economy continues to show signs of improvement, 69 percent of key market sectors are expanding, 19 percent remain stable and 12 percent are contracting, according to clearTREND Research, developed by The Appleton Group LLC.
clearTREND offers monthly market analysis and research on Northeast Wisconsin’s key economic sectors, identifying turning points for individual stocks, economic sectors, mutual funds and market indices.
This month we highlight the Real Estate sector, which is currently experiencing significantly more deterioration than other sectors. We also feature the Shipping & Logistics sector, key employment sectors in the greater Sheboygan community, as well as select publicly-traded companies headquartered in Wisconsin. Additional charts show the confidence index in U.S. sectors as well as overseas markets.
“While still generally good, the data shows an uptick in contracting sectors across the country,” says Mark Scheffler of The Appleton Group. “It’s all about the future of the Fed stimulus in propping up the markets. Will they continue to ‘charge’ ahead with their plan to re-inflate the economy or will they begin the uncertain and potentially painful process of tapering back? The weakness we’re seeing in the commercial real estate sector (down by nearly 20% since mid-May) is an indication that the end of stimulus could spell the end of the recovery. Identifying and reacting to key turning points in the economy can help, especially in a market environment artificially inflated by stimulus, low interest rates and the promise of future growth.”
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