Google Analytics

Friday, May 2

2nd May - Payrolls today



Previously on MoreLiver’s:

Follow ‘MoreLiver’ on Twitter

EUROPE
Draghi’s Inflation Bets Firmer Than Fed: Cutting Research – BB
Draghi may have more room for comfort if a working paper released this week is correct. It says European markets show a “somewhat stronger anchoring of inflation expectations in the euro area than in the United States.” That means investors are more confident the ECB will hit its inflation target of just below 2 percent in the medium term.

  UKRAINE / RUSSIA
France Plays Russian Roulette: Why Europe Is Scared Of Sanctions Against Russia – ZH
Puzzling question over Ukraine’s latest offensive – FT

  MACRO NUMBERS
Euro area unemployment rate at 11.8% - Eurostat
Euro zone joblessness barely falls in March – Reuters
Euro Unemployment Holds Near Record Amid Factory Gains – BB
Euro zone factory recovery broadens, except for France – Reuters

UNITED STATES
Yellen’s Fed Resigned to Diminished Growth Expectations – BB
No longer are they saying growth must accelerate from the 2 percent to 2.5 percent pace it has generally averaged since the recession ended. Instead, they are stressing the importance of preventing the expansion from faltering.

  PAYROLL PREVIEW
What to Watch for in Friday’s Jobs Report – WSJ
“3Numbers to Watch” – TradingFloor
Non-farm payrolls preview: Spring is in the air – TradingFloor
Goldman Expects "Solid" Payrolls – ZH
Employment Report Preview for April – Calculated Risk
How Not to Be Misled by the Jobs Report – NYT
U.S. jobs report to signal stronger economic growth momentum – Reuters

ASIA
Asia’s Factory Floor Surveys Augur Ill for Exports – WSJ
Asia’s export slump doesn’t appear likely to ease anytime soon, if the view from the region’s factory floors is any guide.

FINNISH
OMT ei rajaton takuu – Roger Wessman