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The ISM data follows up on the Commerce Department reporting on Thursday that gross domestic product rose 2.6 percent during the fourth quarter, which bested expectations of 2.2 percent by a Dow Jones survey of economists.

The higher GDP comes after a 3.4 percent rise in the third quarter. A tumultuous fourth quarter for U.S. equities may have caused economists to believe that a lesser GDP figure would result.

For investors looking for continued upside in U.S. cyclical sectors over defensive sectors, the Direxion MSCI Cyclicals Over Defensives ETF (NYSEArca: RWCD) offers them the ability to benefit not only from cyclical sectors potentially performing well, but from their outperformance compared to defensive sectors.

Conversely, if investors believe that U.S. defensive sectors will outperform cyclical sectors, the Direxion MSCI Defensives Over Cyclicals ETF (NYSEArca: RWDC) provides a means to not only see defensive sectors perform well, but a way to capitalize on their outperformance compared to cyclical sectors.

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