WHICH IS WHY YOU HAVE TO RUN AGAINST SPENDING, NOT THE ECONOMY:

World Trade Volumes Surge in July (PAUL HANNON, 9/25/09, WSJ)

In another sign the global economy is emerging from its downturn, data released Friday showed world trade volumes rose at the fastest rate in over five years in July.

Trade volumes increased by 3.5% from June, the largest increase in a single month since December 2003, according to the Netherlands Bureau for Economic Policy Analysis, known as the CPB.