kevin kerr joins us from chicago. and kevin, the numbers were worse than expected but wall street doesn't seem phased. why? >> initially, del, we saw the bears come out of hibernation. across the board. and as you said, very disappointing number, only 113,000 jobs created. and expected 180,000 to 190,000. so the market took that hard at first, but as the day has gone on, we are looking at the numbers and finding positive lining in them. >> so kevin, why are the numbers vacillating so much in recent months? at one point, we were celebrating that the economic recovery is in full steam, and now we're saying that it's slowing. >> this is not a smooth and steady increase. we have had real up and down reports, and wild swings, and i think that's going to continue. we're seeing improvement in some areas, and decline in others. we saw a 28,000 decline in the government, largely due to 9,000 people leaving jobs at the post office. but numbers coming out affecting the unemployment rate. and now dropping slightly, from 6.7 to 6.6