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Friday, May 3

3rd May - EU Open: Event Hangover, Payrolls Ahead





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Roundups
News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Emerging Markets Headlines – beyondbrics / FT
Asia Morning MoneyBeat: Market Gets Fuel for the Fire – WSJ


Europe’s Morning MoneyBeat: Skipping the Victory LapWSJ

MORNING BRIEFINGS
3 Numbers to Watch: EU forecasts, US Employment & ISM Non-manuf.TradingFloor
The EU economic forecast will set the tone for this summer's policy guidance, while the US employment report should confirm that the economy is growing, but at a snail's pace.

Market Preview: US Nonfarm Payrolls in focusTradingFloor
European markets are expected to open mostly lower Friday. Investors keenly await US Nonfarm Payrolls data, scheduled for release later today, which is likely to show a faster pace of job additions in April.

Danske DailyDanske Bank (pdf)
Positive sentiment driven by ECB and US jobless claims. Chinese service sector PMI fell to 54.5 in April. Hollande says he needs Merkel to meet him halfway on banking union. Market movers today: Nonfarm payrolls, European Commission Spring Forecast

AamukatsausNordea
EKP: kynnys negatiivisille koroille madaltunut * Euroalueen teollisuuden kasvuerot supistumassa? * Vihjeet uusista koronlaskuista painoivat euroa

AamukatsausTapiola (pdf)


Helsingin pörssin yhtiöille laskemamme ostopäällikköindeksi pysyi huhtikuussa edelleen heikkona, ennakoiden vaisusti alkanutta toista neljännestä. Markkinan suunta: Osakkeet sekä hyödykkeet nousussa ja euro laskussa, kun EKP päätyi odotetusti laskemaan ohjauskorkoaan ja USA:n viikoittaiset työttömyyskorvaushakemukset laskivat. Tänään vuorossa tärkeä USA:n huhtikuun työmarkkinaraportti. Osakefutuurit  nollassa, ennakoiden tasaista avausta OMX HEX:iin. 1Q13-tuloksia tänään: BioTie, CapMan, Cramo, Exel Composites, Fiskars, Incap. Sponda klo 10:30 ja Etteplan klo 14.

MarkkinakalenteriNordnet
MarkkinakalenteriTaloussanomat


UNITED STATES
What to expect from the big jobs report Friday morningWonkblog / WP
The first major data point for April comes out Friday morning, and will provide crucial evidence of whether this is just a routine soft patch of the variety that have happened a couple of times annually throughout these four years of weak recovery, or something more troubling.

ASIA
Australia Manufacturing Collapses as Commodity Supercycle Stalls; Labor and Unions Wrecked AustraliaMish’s
Discusses the latest manufacturing PMI

China trip notes part 2 – The rise of consumersNordea (pdf)
Summary here, also: Part 1 pdf and summary.