Industrial Production Numbers Tell Good Story By Jim Cramer About this article: The heart and soul of this market is about unemployment, but we can't let unemployment exist in a Thursday vacuum. In other words, we have to try to figure out whether business is going up or down so that employment can be predicted. I am looking at numbers like the industrial production number that came out today and trying to put myself in the mindset of an employer who sees that number, which was higher than forecast. And I would be worried that I have cut back too much. I would look at the early predictors of business, in this case corrugated boxes and now caustic soda and chlorine because that's a building block for basic infrastructure as it leads to PVC piping, which you don't need unless you are starting to build things. I see from Pactiv and Temple Inland and International Paper that corrugated's hot. I... Or, call us at 1-866-321-TSCM (8726) Monday-Friday, 8 a.m.-6 p.m. ET. Outside the U.S. and in Canada, call 1-212-321-5200.

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