If China's economy continues down the road to recovery, there could be a global commodities boom coming next.
Despite a modest stock-market pullback and mediocre job and income gains, global manufacturing is growing at a pace not seen since early 2011.
Strong data out of China, confirming a global economic reacceleration, push metal stocks out of a long consolidation.
Can US stocks hold up if China's economy is as weak as some market segments are indicating? Don't bet on it.
Sectors out of favor since the financial crisis are outperforming defensive ones in the recent rally.
VIDEO ON MSN MONEY
Copyright © 2014 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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.
Your Easter celebration, from ham and eggs to spring clothes, will take a bigger toll on your wallet this year.
MUST-SEE ON MSN
- Video: Easy DIY smoked meats at home
A charcuterie master shares his process for cold-smoking meat at home.
- Jetpacks about to go mainstream
- Weird things covered by home insurance
- Bing: 70 percent of adults report 'digital eye strain'