So jobless claims nudged a bit higher this morning but nothing to panic about. Initial claims hit 227K last week, which is basically where we were back in early December after all the holiday noise settled down. Continuing claims bumped up again to 1.862 million, but honestly that's still pretty normal territory for the labor market right now. Futures were up nicely anyway - Dow +143, Nasdaq +77 - people seemed unbothered by the data.

Meanwhile, earnings season is in full swing and we got some interesting mixed signals. CROX absolutely crushed it with a 19.3% beat on earnings, hitting $2.29 per share on nearly 958 million in revenue. Stock jumped 14.8% on the news. Meanwhile TRIP came in soft on both earnings and revenue, missing by 73% on the bottom line. That one's getting hit hard, down another 5% today. HWM had a solid quarter too - beat estimates by 8.25% on earnings and posted revenues over 2.16 billion.

Lots more earnings dropping today and after the bell tonight, so the market's got plenty to chew on. Days like this remind you why earnings season can nudge stocks all over the place. Some companies nailing it, others disappointing. That's the game.