You should listen to the talking heads on CNBC. With the exception of Rick Santelli, the meme is that all is good. The private sector is growing. Everything that counts in the economy is improving. This is a one off, etc. Only Santelli is saying that the number is the number and isn't it interesting that it now comes out.
The recent gains in the stock market sure feel a lot like fattening-up the turkey before Thanksgiving.