YDSTIE: But some economists pointed to a big jump in the number of couriers and messengers in the December report. An increase of 42,000 in a job category that normally adds or subtracts no more than 1,000 jobs a month. Their view is that the 42,000 increase represents a seasonal boom in businesses like UPS and FedEx delivering holiday packages from Internet retailers.
Nariman Behravesh and his colleagues at IHS Global Insight believe it's likely December's big increase in those jobs will be followed by an offsetting decrease in January. That's what happened last year in this sector. Behravesh says despite the headline number in the December report, the trend in job growth really hasn't moved up to the 200,000 a month level.
NARIMAN BEHRAVESH: Our view right now is that the underlying number is around 150,000, and that's what we can probably expect in the coming months.