What the improved payrolls number does is haunt the QE lovers. That is: improvement in the employment situation causes investors to second-guess the duration of the Federal Reserve's open-ended quantitative easing. Improved economic fundamentals, particularly employment, are what the Federal Reserve is looking to in making any decisions to rein in the liquidity their providing to markets.
In the long-run, however, if the US economy truly is recovering, then it might begin to support global demand and, in turn, commodity prices. But that day is still a long way off.
No new recommendations or adjustments at this time.