The annual build rate for the month was stronger than that seen in December.
Goldman upgrades Citigroup and Morgan Stanley but downgrades Bank of America and JP Morgan.
F5 Networks is upgraded to 'buy' at BofA/Merrill, while Walgreen is downgraded to 'neutral' at Goldman.
Investors are optimistic so far this year despite broad concerns about the economy and fourth-quarter earnings results.
Housing plays are rising, including the venerable paint supplier and a faucet maker backed by a top hedge fund manager.
Major homebuilders have soared since early October, and some analysts say there's no real justification for the rise.
Two investment houses upgrade American Eagle, while Goldman downgrades Alcoa to 'neutral.'
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The Market Dispatches column has been discontinued. Here's where to find the latest stock and business news on MSN Money, and the latest from market writer Charley Blaine.
MONEY & POLITICS
Breaking up big banks is an untested solution to the too big to fail problem that attempts to isolate and dismantle large, troubled institutions while protecting the rest of the economy.
The IRS is struggling to combat identify thieves who file fraudulent tax returns in the names of older residents who don't need to file.