Monthly numbers are volatile and can be misleading. This one is particularly misleading because of the debt ceiling and fiscal cliff deals. The Treasury spent the first few weeks of January shifting money around to avoid official borrowing after we had technically breached the debt ceiling.
Homer: [looking at watch] Two hours? Why'd they build this ghost town so far away?
Lisa: Because they discovered gold over there!
Homer: It's because they're stupid, that's why. That's why everybody does everything.