This is another of these little hints that we won't get a strong employment number on Friday.

Payrolls were well below the whisper number, so there's been a big sigh of relief in the market,

Net net, we think the risks are tilted toward a surprisingly strong gain in [Friday's] report,

We think the ISM services number is one of the worst monthly pieces of data there are. On a month-to-month basis, it has no correlation with service sector employment, and on a quarter to quarter basis, it has no correlation with service sector gross domestic product.

No hints on that part.

Employers are at their happiest on Mondays. Employees are at their happiest on Fridays.