Cyclical stocks that are sensitive to performance of the economy are leading today's stock market gains, thanks to this morning's hot jobs report. The Russell 2000 index of small-cap stocks was recently up 3.2%, easily outperforming the S&P 500, which rose 1.5%. Investors tend to flock to small caps, which tend to be domestically-focused, when they are feeling more optimistic about the health of the U.S. economy. Bank stocks also outperformed—another sign of investor optimism. Lenders'...