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Friday, December 2

2nd Dec - Mixed jobs-report

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Financials watch: Three banks falter under UK stressABN AMRO

Frontlines drawn in the Italian referendum – Politico
Matteo Renzi’s referendum trap – Politico
Italian Banks Flirt With Disaster Again as Renzi Teeters – BB

ECB preview: end-of-easing is premature – Danske Bank
Search for policy flexibility poses dilemma for ECB – Pictet

Payrolls Preview: Unemployment Expected To Drop – ZH
Goldman's November NFP Preview – Bill McBride
November Employment Preview – Bill McBride
Your Last Minute Payrolls Preview: What Wall Street Expects – ZH
Two U.S. Job-Market Views: Strong Enough for Fed, Not Trump – BB
November payrolls seen strong, to cement rate hike views – Reuters

Payrolls in U.S. Rise; Jobless Rate Falls on Lower Participation – BB
November Jobs Report – The Numbers – WSJ
The November Jobs Report in 15 Charts – WSJ
Economists React: ‘Paves the Way for Fed Rate Hikes’ – WSJ
Mixed Jobs Report, but Unlikely to Deter Expectations for Fed Hike – Marc Chandler

EM Traffic Light end-November 2016Nordea
Trump adds to EM risks. No currencies are assigned a red light, while the SAR, HKD and the TWD are assigned yellow light. Risks are generally at low levels, though rising slightly after the Trump win, especially in Emerging Asia.

How Humans Became 'Consumers': A History The Atlantic
Until the 19th century, hardly anyone recognized the vital role everyday buyers play in the world economy.

Yen 4SightDaiwa
October’s consumption-related indicators were a touch firmer than expected, but still signalled a subdued trend. Manufacturing and construction output both look on track to provide ongoing support to GDP growth in Q4.

Danske DailyDanske Bank

NFP day, higher rates, referendum on Sunday * All eyes on the US employment report * Rates higher on ECB QE end rumours * GBP strengthened on speculation on UK’s continued access to single market
Morning MarketsTF
Global financial markets have gone into reverse ahead of the US nonfarm payrolls data today and Sunday's Italian referendum. Against this background European equities are expected to open on a softer note and will likely continue sideways ahead of the US jobs update at 1330 GMT.

Euro wrap-upDaiwa

Daily Market Comment Marc Chandler
Is it About US Jobs Today?

Daily Market CommentMacro Man
Payroll day observations

Daily Press SummaryOpen Europe

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB
Jobs day * European politics * Not buying Trump * Markets slip * Mad dog, and the Englishmen

Global Stocks, Futures, Commodities, Dollar Fall Ahead Of Payrolls, Italy Vote

Frontrunning ZH

FX UpdateTF
EURUSD churned higher toward 1.0700 late yesterday and overnight while EURGBP bounced hard as an ECB story circulated suggesting an extension of QE but also its eventual end. Meanwhile we have the Italian referendum over the weekend and the market very nervous about its potential to trigger euro volatility.

Kansat uurnilla * Öljy jatkoi nousuaan * Ranskan Hollande ei asetu ehdolle Ranskan presidentinvaaleissa * Edessä viimeinen USA:n työllisyysraportti ennen Fedin seuraavaa kokousta

Mielenosoitus Ruben Stillerin puolesta – Matti Apunen
Atte Jääskeläinen – Mikael Jungner
Toimittajat liruttavat omiin muroihinsa – Hjallis Harkimo