The next employment report comes out on Friday, and I'm going to make a prediction: for the first time since December of 2006, the Household survey will begin to rise--and won't continue to bounce in the 145-146 million jobs range that it has been in for going on two years.

Of course, the counterargument would be all the reports of illegal laborers returning home. They count in this survey, and the fewer jobs they are around to fill, the fewer jobs there are.

We'll see.