Recovery Beginning in Electronics, Semis and Machinery?

New orders for long-lasting U.S.-made manufactured goods fell by 5.3 percent in January, the biggest drop in five months and more than analysts expected, and a key gauge of business spending also declined, a Commerce Department report showed on Wednesday.

But the news wasn’t all bad. Some industries look like a recovery may be beginning.

Consider computers and electronic products.

Or semiconductors.

Or machinery.

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These changes are all based on non-seasonally adjusted data from the U.S. Census Bureau.

Disclosure: Long SMH