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Friday, November 8

8th Nov - Payrolls are a positive surprise

Previously on MoreLiver’s:

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ECB publishes its opinion on the Single Resolution Mechanism (SRM)ECB

Troika Statement on the final review mission to IrelandECB

Has the Euro Finally Turned? It all Depends on U.S Jobs, Yellen HearingsWSJ

Is Euro Zone Troubled to the Core? – WSJ
Le Downgrade: Le Shrug – WSJ
France Highlights the ECB’s Tough Job – WSJ
Explaining the Markets Tepid Reaction To France Downgrade – WSJ
Moments difficiles – Reuters

Yellen’s Confirmation Hearing for Fed Set for Nov. 14WSJ

Fed Won’t Taper Until Next Year, Most Economists AgreeWSJ

It Ain’t Gonna be Ben’s Fed for Much LongerMarc to Market

UBS Warns The Fed Is TrappedZH

Highlights From the October Jobs Report – WSJ
Five Takeaways from October Jobs Report – WSJ
Fluky Jobs Report Keeps December Fed Action in Play, But Not Settled – WSJ
Economists React: ‘Hiring Didn’t Freeze as Feared’ – WSJ
US jobs data pushes dollar higher – TradingFloor
October’s nonfarm payrolls: 204,000 – FT
Soar By 204,000, Nearly Double Expected; Unemployment Rises To 7.3% - ZH
Markets Tumble On "Good News" Jobs Report – ZH
Retail, Hotel And Temp Workers Account For Half Of All October Job Gains – ZH
623,000 Full Time Jobs Lost Last Month – ZH
932K Americans Drop Out Of Labor Force; Participation Rate To 35y Low – ZH
Highlights From the October Jobs Report – WSJ
Job growth was pretty solid last month, despite the shutdown – WaPo
204,000 Jobs, 7.3% Unemployment Rate – Calculated Risk
US employment exceeds all expectations – TradingFloor
The U.S. labor force is still shrinking. Here’s why. – WaPo
Are New Jobs Good Jobs? – WSJ
204K Tops Forecasts, But Unemployment Rate Rises to 7.3% - dshort

Solid Report ex-Shutdown, Seasonal Retail Hiring highest since 1999 – Calculated Risk
Payrolls Jump 204,000 as U.S. Economy Weathers Shutdown – BB
Jobs numbers blow away expectations – Reuters

Preliminary November Consumer Sentiment declines to 72.0 – Calculated Risk
Consumer Confidence Collapses To Lowest Since Dec 2011 (Biggest Miss Since 2006) – ZH
End of Shutdown Doesn’t Boost Consumers’ Moods – WSJ
U.S. consumer sentiment unexpectedly falls in November – Reuter

Michigan Consumer Sentiment: Deeper in the Dumps – dshort
China’s Third Plenum: A ScorecardWSJ
China Real Time has put together a guide to the issues China’s leaders could address in the Third Plenum, a once-in-a-decade meeting of top party leaders that kicks off Saturday.

China’s Plenum TestProject Syndicate
Outside China, the prevalent view among business leaders is that President Xi Jinping’s new administration has consolidated its power and acquired enough authority to push through far-reaching economic reforms. Unfortunately, this view is both too sanguine and naïve.

Chinese Industrialization and its DiscontentProject Syndicate
Just as Chinese industrialization is unprecedented – no developing country has grown by more than 10% per year without interruption for two full decades – Britain’s industrialization 200 years ago was similarly unparalleled. For China's leaders, who must confront growing social unrest, the analogy does not end there.

Will debt derail Abenomics?mpettis

Economists React: China’s Surprise Jump in Exports – WSJ
Chinese exports lifted by strong demand from EU – Nordea

Yrityssaneerauksien määrä kasvoi tammi-syyskuussa 13,2% yoy – Tilastokeskus
Yksityishenkilöiden velkajärjestelyjen määrä kasvoi tammi-syysk. Yoy - Tilastokeskus
Teollisuustuotanto väheni syysk. 1,7% yoy – Tilastokeskus
Teollisuuden uudet tilaukset vähenivät syysk. 3,3% yoy – Tilastokeskus
Konkurssien määrä kasvoi tammi-syyskuussa 6,2% yoy – Tilastokeskus