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MARKETS WERE INTERPRETING THE NUMBER IS MORE DOVISH THAN ANYTHING ELSE. JOE: NOTHING TOO DRAMATIC. ONE INTERESTING SECTOR -- SOME DEVELOPMENTS ABOUT EASING TRAVEL RESTRICTIONS, SO THEY HAD A GOOD DAY. ALIX: SEVEN DAYS AS OPPOSED TO FIVE DAYS. NEVERTHELESS, 1300 6 OUR LAST CORRECTION. THAT'S PRETTY EXCITING BECAUSE WE ARE A WEEK AWAY FROM EARNINGS . JOE: SPEAKING OF COUNTDOWNS OR COUNT OF'S OR ANNIVERSARIES, THIS WEEK WAS THE SIXTH ANNIVERSARY OF THE ECONOMIC RECOVERY. IT HAS BEEN SO LONG AND YET IT STILL LOOKS LIKE THE RECOVERY IS GOING TO GO ON. THERE'S NO RECESSION INSIGHT AND THAT'S ONE OF THESE PERMANENTLY DISRESPECTED RECOVERIES. NO ONE HAS TAKEN IT SERIOUSLY BUT IT KEEPS CHUGGING ALONG. ALIX: IT'S LIKE THE RUN WE HAVE SEEN IN U.S. STOCKS. IT'S THE MOST HATED BOWL RALLY. NO ONE WANTS TO BE EXCITED ABOUT IT BUT WE STILL CLIMB HIGHER. JOE: SPEAKING OF ECONOMICS, I WANT TO TAKE A LOOK AT THIS MORNING'S JOB NUMBERS AND LOOK AT THE MAIN UNEMPLOYMENT RATE. IT MEASURES DISCOURAGED WORKERS, PEOPLE ON THE FRINGES, WE GOT A NICE TROP FROM LAST MONTH. -- A NICE DROP FROM LAST MONTH. THIS JOBS REPORT WAS NOT GREAT, BUT THESE KEY INDICATORS -- THIS IS AN INDICATOR JANET YELLEN LIKES TO WATCH. IT KEEPS IMPROVING AND WE KEEP GETTING NUMBERS WHERE THE FED IS GOING TO LIKE WHAT IT SEES. ALIX: MY DEEP DIVE YEAR, I WANT TO GET INTO THE BLOOMBERG TERMINAL AND TALK ABOUT THE BAKER'S HUGHES RECOUNT. THIS WAS CRAZY COOL TODAY BECAUSE FOR THE FIRST TIME SINCE DECEMBER, WE ADDED OIL RIGS. IT'S A SLIGHT UPTICK -- 12 OIL RIGS ADDED. THE REASON THAT WAS A BIG DEAL AS WE HAVE SEEN THE OIL RIGS COME OFF AS WE HAVE SEEN OIL PRICES COME OFF AND SHALE HAS BEEN STARTING TO ADD SOME RIGS BACK. ALL FIVE OF THE PROLIFIC PLAYS ADDED RIGS. THE REASON THIS MATTERS IS IF OIL COMPANIES ARE COMING BACK AGAIN, THEY ARE GOING TO KEEP DRILLING AND THAT WILL HAVE SOME ISSUE FOR THE RECOVERY IN OIL PRICES. JOE: THE OIL RIG DECLINES HAVE BECOME SO CONSISTENT THAT I ALMOST STOPPED PAYING ATTENTION TO THEM. NOW THEY ARE BACK UP.