Other names gaining in today's run-up include Prudential Financial ( PRU ), Coach ( COH ), and Cummins Inc. ( CMI ). The U.S. markets are doing their best to follow the lead in Europe, even as we see several economic data points coming in worse than expected today (CPI, Philly Fed, Empire Manufacturing Survey, Jobless Claims). And despite all the band-aids world regulators have applied, the true determining factor for a sustained market recovery will be healthy economic activity without constant governmental intervention.