The markets are in the “bad news is good news” mode, meaning that the poor employment report of Friday, showing private sector job gains remain very weak, would increase the likelihood that the Fed would continue injecting money into the financial system. So sure that stocks will continue to levitate, investors snapped up equities of all stripes, pushing stocks to their best levels in five months. If and when the economic data begins to turn significantly for the better, the financial markets will be looking for a bailout from the Fed pumping liquidity (money) into the financial system.