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Friday, March 10

10th Mar - Strong US jobs report

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ECB inflation forecast at the whim of crude price, forex moves – TF

"It Can Only Disappoint" - What Wall Street Expects From Jobs Report – ZH
Solid US Jobs Report in line with Expectations – Marc Chandler
February Jobs Report – The Numbers – WSJ
The February Jobs Report in 11 Charts – WSJ
US Adds 235,000 Jobs In February, Beating Expectations But Earnings Disappoint – ZH
June Rate Hike Odds Jump Above 50% - ZH
GS Now Sees Rate Hikes In Mar, Jun, Sep; Earlier Balance Sheet Reduction – ZH
Economists React: ‘A March Hike Is a Done Deal’ – WSJ
Strong US jobs report: green light for Fed – ABN AMRO
Fed justified in speeding up policy normalisation – Nordea

The Stocks That Carried the S&P’s Eight-Year-Old Bull Market – WSJ
FX Carry Risk Mitigation Papers – Quantpedia

Morning Report APACTF
Crude has fallen on a jump in US inventories and rising imports while gold and base metals have lost ground. In forex markets a robust US nonfarm payrolls figure could help the US dollar gain further ground against the yen.



Danske DailyDanske Bank

Small changes from ECB; strong payrolls today; Nordic inflation due * Oil price plunge could prompt FX reflation worries ‘ Strong US Labour Market Report today

Morning MarketsTF
Japan's benchmark Nikkei 225 surged sharply higher today helped by the rise of the dollar against the yen. In Australia investors shrugged off falling commodity prices and weak gains on Wall Street overnight and drove the S&P/ASX200 sharply higher. Meanwhile in South Korea the dismissal of the president dominated the news.

Daily Market CommentMarc Chandler
US Jobs Data: Deja Vu All Over Again?

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

S&P Futures, Global Stocks Jump Ahead Of US Payrolls As Global Bond Rout Continues


FX UpdateTF
ECB President Draghi tried to maintain dovish form but was forced to admit that the outlook is improving at the ECB press conference and euro bulls pounced as the rate outlook was sharply upgraded. Today the USD faces a key test with the latest jobs report with Average Hourly Earnings deserving the bulk of our attention.

Odotuksissa vahva työllisyysraportti * Tänään julkaistaan USA:n helmikuun työllisyysraportti * EKP:n eilinen kokous ei tuonut suuria yllätyksiä * Öljyn hinta jatkoi selvässä laskussa