Broadway - 11:52 pm on Nov 26, 2012 (gmt 0)

Chalkywhite,
I seem to be having a similar experience.
I was hit with Panda 2.0.
I had a brief minor recovery earlier this year that was subsequently taken away.
Definitely since Wednesday (Webmastertools suggests as far back as the 19th) I've had a 25% or so recovery.
I don't see any increase in crawl rate shown in WMT.

I was surprised that neither SERoundTable nor SEOMoz reported a Panda update today.

Maybe it is (but hopefully it isn't) just pre-Panda flux.
If it is, it was nice while it lasted.