we've got capital usa's keith bliss with us as well.eets kick it off with the rally after a surprising jobs report this morning, the u.s. economy added 2.5 million jobs in may. the largest one month increase ever economists were expegting a decline of almost 8.3 million jobs unemployment is at 13.3% still shocking absolute numbers of unemployment of course. mike, up 2.4% on the s&p a little off the highs but a positive day strong week, up 4.6% and all sort of risk on factors have been flashing all week >> came down to bond yields rising, value caps outperforming big caps that's been very much in harmony talking about the same theme of a soon rer than expected rush to reopen i do think the number makes the outright negative case on the economy and the reopening tougher to make. but this market effect has been in train for a while now so in order, the market has rushed ahead and gotten to this place so the question is whether we've maybe gotten a little bit past where reality is or not and if this is kind of a squeeze and people being for