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Despite today's strong manufacturing numbers, it's all about rising oil and its potential to...

Despite today's strong manufacturing numbers, it's all about rising oil and its potential to curb consumer spending, as cyclical stocks continue to sell off: CAT -2.4%, DE -1.4%, DD -2.3%, [BA]] -2.2%. Defensive growth stocks holding steady: KO +1.5%, MRK +0.3%, PFE +0.2%, PG -0.2%.
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