Lovejoy - 12:58 pm on Nov 1, 2010 (gmt 0)
70% of the US market is consumer based, the vast majority of well paying jobs for the middle class in the USA was in Manufacturing, which is now largely gone. Real wages have not increased much since the early 1970's, since the early 2000's, debt via household refinance ATM's is what's driven the consumer market since then.
Very few economies are currently improving, most are caught in this current US based Banking/Real Estate/Wallstreet fraud that threatens to take down the entire system. As Grandma said " don't put all your eggs in one basket" is the best plan I can see.