For further proof, Cramer pointed to auto sales .
"We're on pace to sell 14.8 million autos this year, that's up from 12 million a year ago, 10 million two years ago, and just nine million the year before. That's extraordinary. You can argue it's because the U.S. automobile fleet is real old, the oldest in 11 years. You can say that people need new cars that get better gas mileage. But what matters is that these sales are huge, boom-time level figures even, and the gloom doesn't fit with the boom."
Looking at the manufacturing data, Cramer finds the data equally bullish.
"We hear about how all of our trading partners are struggling. We know Europe's weak. We know Asia isn't as strong as it was."
"But, we also know that construction's gotten better, we see that from the demand for housing. We know that ouroil bonanza has caused a huge amount of infrastructure demand. We know that our natural gas glut has caused companies to start building plants to take advantage of our lowest cost supply of the stuff, " said Cramer.
All told, Cramer sees the genesis of a recovery - and as a result a stock market rally.
"One of the reasons I've told you to stick with this market, and not bolt is because the individual components of these broad numbers kept saying don't give up the ship, " said Cramer "These industrial production and retail numbers confirm my analysis that the reality's pretty darn good!"
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