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Friday, October 6

6th Oct - Inflationary payrolls


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EUROPE
The Russia Collusion You Should Care About – BB
ECB discusses tapering scenarios – ABN AMRO 
Overcoming Eurozone wage inertia – voxeu
Spanish Stocks, Bonds Slump As Catalan Parliamentary Debate Looms – ZH


UNITED STATES
  FEDERAL RESERVE
Fed Officials Reveal Their True Inflation Attitudes – BB
Strong wage growth bolsters case for Fed hike – ING
Goldman Raises December Rate Hike Odds To 80% - ZH

  PAYROLLS
Employment Report Expected to Disappoint – Tim Duy
5 Things to Watch in the September Jobs Report – WSJ
Nonfarm payrolls breakfast: Bullish on outlook for US jobs – TF
Fed poised to downplay weak data – Nordea

"Hurricane" Payrolls Tumble 33,000, First Drop In Seven Years, As Wages Surge – ZH
US Storm-Skewed Report Means Nothing about Anything – Marc Chandler
Stocks, Bonds Sink As Dec Rate-Hike Odds Hit 80% - ZH
September Jobs Report – The Numbers – WSJ
Hurricanes Harvey, Irma sink U.S. payrolls in September – Reuters
Payrolls Fall 33,000 on Storms; Jobless Rate at 4.2% - BB
Full-Time Jobs Soar By 935,000, Biggest Increase In The 21st Century – ZH
It’s all about the hurricanes – Nordea
Economists React: ‘Doesn’t Carry Weight This Time’ – WSJ
The September Jobs Report in 9 Charts – WSJ
Pronounced weather distortions, but undoubtedly favorable – Daiwa


OTHER
There's a Bull Market in Stock Superlatives – BB
Market Mania Has Assets All Around the World Closing the Crisis Era – BB
Don't Count on Ever-Growing Corporate Profit – BB
Treasuries Doomsday? Wall Street’s New Guide to Bond Trading – BB
Another strong earnings season starts next week – TF


REGULARS
Morning Report APACTF
Stocks have gained ground in Tokyo Seoul Hong Kong and Sydney today thanks to the overnight rally on Wall St. But we'll have to wait until Monday to see if the rally spreads to Shanghai. Meanwhile USD strength and nonfarm payrolls data are in the spotlight today.

FirstFT Daily BriefingFT
Bank quits Catalonia, May faces pressure and America’s love for guns

WSJ CityWSJ
No End in Sight For Stocks’ Winning Streak, Taxation Tests European Unity

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Eye-OpenerNordea
US equity momentum continues, while the USD firms * A noisy US jobs report * The market is bearish on US treasuries * EUR/USD below 1.17

Morning MarketsTF
Catalonia's second-largest bank Sabadell has announced plans to move its legal headquarters out of the region while CaixaBank – Catalonia's largest – says it is considering a similar plan. Meanwhile analysts expect today's US nonfarm payrolls report to show significant declines from August.

Daily Market Comment Marc Chandler
Look Through the US Jobs Report

Brussels PlaybookPolitico
Indian summit — Bieńkowska goes nuclear — Catatonic cash crunch in Catalonia

Five Things You Need to Know to Start Your DayBB

US OpenZH
Dollar Surge Continues Ahead Of Jobs Report; Europe Dips As Catalan Fears Return

 
FINNISH
AamukatsausNordea
Horjuttivatko myrskyt USA:n työllisyyttä? * EKP:n syyskuun pöytäkirjasta ei yllätyksiä * USA:n osakkeet ja dollari vahvassa vedossa * Punta heikkeni markkinoiden epäillessä tulevaa koronnostoa