More Maybe-No-Recession. What would Rosie say? Stay tuned.

Joe Weisenthal @ Bloomberg: Real quick there's been a notable spatter of good economic news lately.

• ISM services jumped to 55.1 from 53.7 last month. 
• Car sales for September hit their highest level since the financial crisis. 
• ISM manufacturing jumped back above 50. 
• Gallup has seen a big surge in economic confidence. 
• WSJ/NBC poll has seen a surge in economic confidence. 
• UMich Consumer Confidence saw a big jump. 

The idea that we're deteriorating, and that the market rally is not based on fundamentals is not based in reality.