Oil prices have fallen sharply since June, boosting discretionary income.

Most earnings and economic indicators are beating expectations.

Global growth is slowing but U.S. is holding steady. But the Fed is taking notice.

The employment report was better than expected but soft spots in earnings and inflation likely will keep Fed easy.

Fed Chair Yellen sees soft labor market while others focus on better economic data.

Based on the latest Fed minutes, Fed watchers will have two more policy tools to track in coming months.

Employment is this week's highlight while housing was last week's question mark.

Consumer spending, manufacturing and housing are looking up.

The Fed tapers by another $10 billion and employment growth improves..

The Fed will review its taper plan Wednesday and status of the economy. Traders will watch for stronger payroll gains on Friday.