What's one of the biggest factors driving the financial markets forward? Lowered expectations. If the analysts and economists and those forecasting eps growth, GDP data, employment numbers, productivity, etc., etc. etc. keep setting the numbers low enough, and distribute those anemic forecasts far "out ahead enough" of the actual release dates, how can anyone be disappointed? In fact, if you set the numbers low enough, you only dramatically increase the odds of an 'upward surprise,' hence causing the markets to cheer. Watch for an 'upward surprise' in the employment figures this week.