December E-mini S&Ps (ESZ14 +0.44%) this morning are up +0.43% and European stocks are up +0.51% before U.S. Sep payrolls data is released. European stocks received a boost after Eurozone Aug retail sales came in much stronger than expected.

December E-mini S&Ps (ESZ14 -0.33%) this morning are down -0.25% and European stocks are down -1.22% after a gauge of European manufacturing activity weakened more than expected to its slowest pace in 14 months.

September E-mini S&Ps (ESU14 +0.47%) this morning are up +0.49% on expectations that today's U.S. Jul retail sales will be strong and European stocks are up +1.00% on better-than-expected earnings results from E.ON SE and Swiss Life Holdings AG.

September E-mini S&Ps (ESU14 +0.09%) this morning are up +0.09% and European stocks are up +0.63% on optimism that today's U.S. Jun payrolls report will show employers added more than 200,000 jobs for a fifth month.

The highest scoring names in large cap from 1 year ago (1/8/2013) returned 909 bps more than the S&P 500. The best performers have been YHOO up 104%, CREE up 99%, BSX up 95%, GILD up 92%, ITT up 79%, and TMO up 69%.

The highest scoring names in large cap from 1 year ago returned 682 bps more than the S&P 500. The best performers have been YHOO, GILD , BA, ITT, CREE, LEA, and TMO.