With the good ADP numbers, look for good numbers on Friday. The real good number will be the increase in construction employment which will have a positive effect on PHM.
We got the good numbers and construction employment is looking really strong, should be the start of the next leg up in PHM.
Watch for USG. Should rally with the employment gains in construction. Ivy Zelman very bullish on housing yesterday. She was a bear some years back. Buying Pulte calls again ... should be 25 bucks by Jan 2014.