S p 500 up about one half of 1 . It is reaching new records this week. You also have the nasdaq 100 up about. 4 . Similar gains in the Philadelphia Semiconductor index. I have been watching the performance and the semiconductors versus the nasdaq 100. You have seen the nasdaq lose some steam to give shares to its other rival in technology. Twoyear yield down five basis points. 444 level. We started above 460. We started last week above 471. We will talk more about where yields are headed. Lets talk about the jobs report. That blowup report this morning the economy adding 275,000 jobs last month. Bloomberg spoke with acting labor secretary julie su about the data in the last hour. Sec. Su jobs numbers are very strong. The threemonth average is actually 265,000. We look at trends as much as monthly numbers. Our overtime figures demonstrates strong steady continued growth. Exactly what we want to see. It feels like the definition of a soft landing. Sonali Michael Mckee is joining us with