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Nonfarm payrolls: +29K in the latest month

Initial claims, 4-week average at 198K, the lowest in 3 years, down 15.4% from a year ago

Continuing claims, 4-week average at 1.71M, the lowest in 3 years, down 11.0% from a year ago

Unemployment rate at 4.20%, down 0.20 pts from a year ago

Openings per unemployed at 1.01, up 7.4% from a year ago

Average hourly earnings, private running at 3.02% year over year, the lowest in 5 years, down 0.82 pts from a year ago

Industrial production running at 1.42% year over year, up 0.23 pts from a year ago

Retail sales ex food services running at 5.36% year over year, up 1.23 pts from a year ago

Real GDP at 4.77% annualized, up 0.60 pts from a year ago

Atlanta Fed GDPNow at 3.59%, up 0.11 pts from a year ago

CPI, headline running at 3.72% year over year, up 0.69 pts from a year ago

CPI, core at 3.41% annualized, flat over the past year

Core PCE running at 3.01% year over year, up 0.16 pts from a year ago

5-year breakeven inflation at 2.33%, down 0.02 pts from a year ago

Effective fed funds rate at 3.88%, down 0.22 pts from a year ago

Fed balance sheet at $6.75T, up 2.4% from a year ago

10-year Treasury yield at 5.24%, up 1.10 pts from a year ago

5-year Treasury yield at 5.02%, up 1.28 pts from a year ago

10-year minus 2-year at 0.42 pts, down 0.11 pts from a year ago

10-year minus 3-month at 0.95 pts, up 0.92 pts from a year ago

High yield OAS at 3.16%, down 0.02 pts from a year ago

Bank credit, all commercial banks running at 6.00% year over year, up 0.85 pts from a year ago

Net % of banks tightening at 0, down 9.50 pts from a year ago

Credit card delinquency rate at 2.85%, down 0.19 pts from a year ago

Financial conditions (NFCI) at -0.49, up 0.03 pts from a year ago

Michigan consumer sentiment at 51.7, down 11.2% from a year ago

Revolving consumer credit running at 3.37% year over year, up 5.75 pts from a year ago

Personal saving rate at 4.10%, down 1.10 pts from a year ago

Household debt service ratio at 11.1%, down 0.01 pts from a year ago

30-year mortgage rate at 7.40%, up 1.06 pts from a year ago

Case-Shiller national home price index running at 1.93% year over year, up 0.28 pts from a year ago

Existing home sales at 3.99M, down 2.2% from a year ago

Housing starts at 1,275, down 1.2% from a year ago

S&P 500 at 7,805, up 17.3% from a year ago

Nasdaq at 27,204, up 19.9% from a year ago

Dow at 51,670, up 12.2% from a year ago

VIX at 15.27, down 19.8% from a year ago

Russell 2000 at 2,783, up 13.1% from a year ago

RSP / SPY at 0.27, down 2.8% from a year ago

IWM / SPY at 0.36, down 3.5% from a year ago

IWD / IWF at 2, up 16.4% from a year ago

Retail MMF assets at $3.03T, up 5.4% from a year ago

Money market fund assets at $8.44T, the highest in 10 years, up 12.8% from a year ago

Equity put/call, 10-day average at 0.58, up 8.4% from a year ago

M2 running at 5.66% year over year, up 1.41 pts from a year ago

ON RRP at $0.20B, down 3.31 pts from a year ago

TGA at $880.3B, up 9.3% from a year ago

Broad dollar index at 121.6, up 0.4% from a year ago

Debt to GDP at 121.2%, up 2.97 pts from a year ago

Interest payments on federal debt at $1,280B, the highest in 10 years, up 6.9% from a year ago

WTI crude oil at $96.24, up 33.75 pts from a year ago

10-year TIPS yield at 2.91%, up 1.11 pts from a year ago

Regular gasoline at $4.33, up 38.6% from a year ago

Gold at $4,167, up 1.4% from a year ago

Gold at $4,167, up 1.4% from a year ago

USD/JPY at 158.3, up 3.5% from a year ago

Nikkei 225 at 67,744, up 44.6% from a year ago

KRE at $69.06, up 12.3% from a year ago

KRE / SPY at 0.09, down 4.3% from a year ago

BIZD at $12.02, the lowest in 5 years, down 13.6% from a year ago