2nd Feb - Big losses in stocks, bonds

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EUROPE

Eurozone: Growth party with euro headache – ING

The Eurozone growth story looks to be continuing into January but subdued inflation and rapid euro strengthening mean that the ECB will have to tread carefully when removing monetary stimulus

Benoît Cœuré: The euro area’s three lines of defence – ECB

Italian Banks Dumping Bonds To The ECB Ahead Of The Election – ZH

"There’s No Silver Lining": Deutsche Bank Tumbles On Abysmal Earnings – ZH

Deutsche Bank Is Fine, Apart From the Bank Bit – BB

Deutsche Bank Investors See No Silver Lining After Results Slump – BB

UNITED STATES

  JOBS REPORT

January Payrolls Preview: The "Bomb Cyclone" Rebound – ZH

U.S. Added 200,000 Jobs in January; Wages Rise Most Since 2009 – BB

Payrolls +200K, Beating Expectations As Earnings Soar Most Since 2009 – ZH

200,000 Jobs Added, 4.1% Unemployment Rate – Bill McBride 

January Jobs Report – The Numbers – WSJ

The January Jobs Report in 10 Charts – WSJ

Jobs report - hard to argue against a March rate hike – ING

Not So Fast: About Those "Surging Hourly Earnings" – ZH

MARKETS / OTHER

5 smart beta predictions for 2018 – BlackRock

Momentum may share the spotlight with value * Multifactor can gain popularity * Fixed income is a slow (but forward moving!) train * Active, passive and smart beta can be complementary * Taxes always matter

Bitcoin Tumbles as Crypto Bubble Shows Signs of Bursting – BB

Biggest digital token takes losses since peak to about 60% * Rival coins including Ripple, Ether and Litecoin tumble

REGULARS

FirstFT Daily Briefing – FT

Big tech earnings, Russia memo, Brexit talks

WSJ City – WSJ

Tax Hit and Revenue Fall Knock Deutsche Bank, Mixed Results for Tech Giants, What to Watch in US Jobs

WSJ Economics – WSJ

Employers Poised to Extend Hiring Streak | Wages and Inflation | Record Results for Tech

 “Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler

A Note Ahead of US Jobs Report

Brussels Playbook – Politico

Selmayr as Euro-Barbie — Centeno cleared — New UK trade transition hurdles

Five Things You Need to Know to Start Your Day – BB

US Open – ZH

"Sea Of Red": Stocks, Futures Plunge Amid Soaring Yields

Frontrunning – ZH

FINNISH

Aamukatsaus – Nordea

USA:n teollisuuden luottamus odotuksia vahvempi | Japanin keskuspankki lainaostoksilla | Ruotsin ostopäällikköindeksi laski odotettua enemmän

Aamukatsaus – Danske Bank

Suomi: Aallon harjalla – Nordea

Kasvuennusteet tälle ja tulevalle vuodelle ovat 3,0 % ja 2,5 % • Viennin kasvua tukee maailmantalouden hyvä kysyntä • Hyvä työmarkkinakehitys tukee vahvaa kulutuksen kasvua • Osaavan työvoiman riittävyys on yksi kasvun jatkumisen kulmakivistä

Työn paluu – Nordea

Suomessa työn määrä on lisääntynyt hitaasti talouskasvun käynnistyttyä. Tehdyt työmarkkinauudistukset ja tuottavuuden jälkeen viiveellä käynnistyvä työllisyyden kasvu kuitenkin antavat aiheen odottaa myönteistä yllätystä.