UI rate down to 9%. But only 36,000 jobs created. Potential explanations abound: population adjustments, huge number of people suddenly leaving the labor force (unlikely), revisions to earlier numbers. People will focus on the 0.4 point drop and see momentum and movement and optimism. So the White House will probably take this one…. even as they struggle to explain why the number of actual jobs created was so low, even for a December.