I don't think that any of today's reports will change voters' opinions on the economy.

In terms of incoming economic data in the next few weeks, November sales, industrial production and employment will be weak, but the markets will look beyond them as they have been heavily influenced by the effects of Hurricane Sandy.

At the time of publication, Kass had no positions in stocks mentioned.

Doug Kass is the president of Seabreeze Partners Management Inc. Under no circumstances does this information represent a recommendation to buy, sell or hold any security.

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