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Friday, September 7

7th Sep - US Close: BigU = QE3

Payrolls were bad, and most commentators are now expecting more QE from the Fed. Next week’s calendar is packed with risk events. I’ll try to formalize my market views during the weekend. 

All the coverage on ECB’s decision  is in my ECB Watch-post (continuously updated).

Previously on MoreLiver’s:

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Roundups and Commentary

Markets – Between The Hedges
The Closer – alphaville / FT
The T Report: Now What? – TF Market Advisors
Roundup: China – another risk on signal – Kiron Sarkar / The Big Picture
Tyler’s US Summary – ZH

  Stocks Spike In (And After) Close To New Post-2008 High As Volume Resumes Slide

TV: Bloomberg, BBC
Debt crisis: live – The Telegraph
The Euro Crisis Blog – WSJ
Tracking Europe’s Debt Crisis – NYT
FX Options Analytics – Saxo Bank
European 10yr Yields and Spreads – MTS indices

August Employment Report: 96,000 Jobs, 8.1% Unemployment Rate – Calculated Risk
Employment: Another Weak Report (more graphs) – Calculated Risk
Surprisingly weak US employment report boosts the case for QE3 – Nordea
Those Not in Labor Force Rises by Spectacular 581,000 – Mish’s
More of the same, unfortunately – Free exchange / The Economist
Jobs Data Disappoints, Ignore Drop in Unemployment Rate – Marc to Market
US - employment report supports case for QE3 – Danske Bank (pdf)
Payrolls lame again but mkts only care about… – The Big Picture
August payrolls 96,000 and unemployment rate declines to 8.1 per cent – alphaville / FT
US Non-Farm Payrolls – BNY Mellon
A New Old Story For Jobs: Slow Growth – The Capital Spectator
What you need to know about today’s jobs report – Fabius Maximus
U.S. Employment Situation – August 2012 – Global Macro Monitor
The Jobs Report – Economist’s View
Bad Jobs Report Boosts QE3 Hopes – MarketBeat / WSJ
Another Jobs Disappointment – Tim Duy’s Fed Watch
The August Employment Report – Econbrowser

Discouraged workers are not why unemployment fell – Wonkblog / WP
The young are leaving the labor force, the old are flocking to it – Wonkblog / WP
Goldman's Prepared NFP Kneejerk Reponse: "QE Probability Now Above 50%" – ZH
  With today’s August employment report showing a nonfarm payroll gain of 96,000 and an unemployment rate of 8.1% because of a drop in the participation rate, we expect a return to unsterilized and probably open-ended asset purchases at the September 12-13 FOMC meeting.

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