Markets:Gold up $106 to $4345US 10-year yields down 2.8 bps to 4.64%WTI crude oil down 42-cents to $76.87JPY leads, USD lagsS&P 500 up 0.6%. Nasdaq up 1.3%S&P 500 up 3.5% on the week, best since AprilThe weak non-farm payrolls report put to bed some of the worries about an overheating US jobs market and sustained rise in inflation. Instead, we're back to the low-hiring, low-firing paradigm that many Fed officials have highlighted over the past year. Naturally, stock markets like the lower yields and that extended a great week for US equities. Gold gained nearly 10% on the week and the GDX ETF had its second-best week ever.