Table of Contents
Sector Dashboard.............................................................................. 3
Sector valuation................................................................................. 4
Global Industrial Production ............................................................ 5
Q209 growth summary ..................................................................... 9
Europe Industrial trends ................................................................. 10
US Industrial trends ........................................................................ 11
NEMA confidence survey................................................................ 12
Construction .................................................................................... 13
Monthly company data ................................................................... 14
Aerospace......................................................................................... 15
Trucks/Freight.................................................................................. 16
ELFA survey...................................................................................... 18
ELFA ......................................................................................................................................18
China................................................................................................. 19
Other................................................................................................. 20
Valuation and risks.......................................................................... 21
Valuation ................................................................................................................................21
Calendar ........................................................................................... 22