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US DATA: Jan mfg ISM text: "The manufacturing sector grew at a faster rate in January as the PMI regiдстstered 60.8 percent, which is its highest level since May 2004 when the index registered 61.4 percent.
US DATA REACT: Nomura says "Old Man Winter has not been kind to retailers in January. Last week's winter storms -- the latest in a seemingly endless string of bad weather in North America -- appears to have hit retailers hard for a second straight week."
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