I forgot to mention last week that the new CME Curvature Trading Applications article is out.  Check it out on the CME web site: http://www.cmegroup.com/education/curvature-trading.html   Another month, another shocking payroll to the upside.  Here are some of my takeaways from the week: +295 payrolls with a 0.2 drop in the UR is crazy strong – especially in light of all the headwinds I keep mentioning. And let’s not forget the terrible weather.  And U6 unemployment fell 0.3!  If it wasn’t for the fact that ADP is somewhat corroborating this story, I would have thought there was something wrong with…

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