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Saturday, February 4

4th Feb - Weekly Support

Here are the links to weekly summaries and previews of the next week. For Friday’s US Employment articles, see the bottom of this post. A weekly press digest and a Weekender post coming up on Saturday. Facebook post updated. This post will be updated later.

You can follow me on Twitter or Facebook and email me for suggestions and requests. I also have an automated publication based on the twitter feeds I follow at

To the links:

News (Fri evening) – BTH
Recap (Fri evening) – GMT
Markets (Fri evening) – GMT

Weekly Scoreboard – BTH
US Macro – Calculated Risk
  -data last week solid, except house prices.
DealBook’s Review – NYT
Market Week Wrap-Up – Trade The News / Pragcap
Succinct Summation – The Big Picture
  -summary of positives/negatives
Bull/Bear Recap – Rational Capitalist Speculator
  -extensively linked summary of bull/bear factors
Politics this week – The Economist
Business this week – The Economist

US Macro – Calculated Risk
Next Week’s Tape – WSJ
  -events, US data releases, earnings
Summary Of Key Events In The Coming WeekGS via ZH
  -Greece, central bank meetings, Dec industrial productions
Week Ahead – A Dash of Insight
Weekly Focus – Danske (pdf)
  -quiet calendar, main event Greek PSI
US Weekly Kickstart – Goldman Sachs
  -? ?
Credit Weekly – Danske (pdf)
  -constructive mood, ongoing primary market activity, Euro criteria being tightened
Government bond auctions – Saxo
  -France on Monday, Germany on Wednesday
EU: Week ahead –
  -Greek debt and possibly a new Russian gas crisis
Emerging Weekly – Danske (pdf)
  -Poland getting ready to hike rates, managing FX, not inflation
Emerging: Week Ahead – FT 
  -Wed: China's inflation, Fri: EU-India summit

Tearing Apart January 2012 NFP data – The Big Picture
Private Payrolls Post A Surprisingly Strong Gain In January – The Capital Spectator
January Jobs Report: Good News for the Economy, Bad News for the Pessimists – TIME
Unemployment Falls As U.S. Adds 243,000 Jobs – TIME
The January jobs report: It’s all good – Wonkblog / WP
Non-farm payrolls 243,000 – alphaville / FT
U.S. adds 243,000 jobs in January – MarketWatch
Accelerating Improvement for Now – Econbrowser
Chart of the day: Labor force participation rate at 30-year low – Credit Writedowns
US: upbeat jobs report – Danske Bank (pdf)
Does Improving Employment Point To A Recovery? – Daily Capitalist

El Erian: Still losing the war on unemployment – WP
January Employment Report: 243,000 Jobs, 8.3% Unemployment Rate – Calculated Risk
Graphs: Unemployment Rate, Participation Rate, Jobs added – Calculated Risk
Employment Summary, Part Time Workers, and Unemployed over 26 Weeks – Calculated Risk
Construction Employment, Duration of Unemployment, Unemployment by Education and Diffusion Indexes – Calculated Risk
The "Not in Labor Force" actually declined in January – Calculated Risk

Record 1.2 Million People Fall Out Of Labor Force In One Month, Labor Force Participation Rate Tumbles To Fresh 30 Year Low – ZH
Implied Unemployment Rate Rises To 11.5%, Spread To Propaganda Number Surges To 30 Year High – ZH
Final Nail In Today's NFP Tragicomedy: Record Surge In Part-Time Workers – ZH