Anyone see the employment numbers from the BLS today? Pretty encouraging, especially given the sorta 'off' data from earlier in the week. Another quarter million jobs (even discounting continued cuts in public sector jobs), making it the third month in a row with that scale of hiring, and decent growth in manufacturing and retail, two important bellwether sectors. I'm not too concerned with the unemployment numbers - first, it's less accurate data than payroll numbers, and second, it might indicate people re-entering the workforce, which is an undeniable win.

Some commodities seem to be creeping up again, unsurprisingly, but we'll have to see how the numbers look down the road.