235k vs 190k forecast, but that's nothing like ADP suggested.

Wages were only up 0.2 vs 0.3 forecast, but the previous month was revised to +0.2 from +0.1.  Unemployment was as-expected and private payrolls were +227k vs 193k forecast

10yr yields are a moving target right now, but trending around 1-1.5bps lower at 2.596-2.60.  Fannie 3.5s are up an eight of a point at 101-01.