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Friday, July 5

5th Jul - Strong US jobs report #4129

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Editorial: Lagarde Is the Right Choice for the ECBBB
She’s more than acquainted with the problems Europe’s facing. She’s lived them.

EU Officials Are Considering Mark Carney for Top IMF JobBB
BOE governor is Canadian, but holds Irish and U.K. passports * EU finance ministers may discuss IMF candidacy next week

A truce between Rome and BrusselsPictet
In its mid-year budget revision, the Italian government lowered its 2019 deficit target.

Big Read: Deutsche Bank gambles on a last throw of the dice FT
Mired in controversy for years, the lender is set to reveal yet another radical overhaul. But is Christian Sewing’s plan ‘too little too late’?

Deutsche is having a Lehman moment in a roaring bull market FT
Miserable end to investment bank venture could have been avoided

German factory data adds to European economic gloom FT

Strong U.S. Hiring Rebound Dilutes Case for Larger Fed CutBB
Wages slightly below estimates; unemployment rate ticks up * Broad-based hiring spans services, factories, construction

Don’t Let the June Numbers Fool You; the Job Market Is WeakBB
Unemployment keeps falling because workers keeping dropping out of the labor market.

Strong US hiring catches economists off guardFT
Better than expected labour report puts big rate cut in doubt

Strong US jobs data shifts rates expectationsFT
Stocks and bonds fall as investors scale back bets on aggressive interest rate cuts

Fed faces tougher task in deciding whether to cut U.S. ratesReuters
U.S. employers are hiring workers, but that is only making the Federal Reserve’s job harder.

‘Not What the Market Wants:’ Payroll Data Is Too Hot for ComfortBB
Futures fall on concern about the case for a Fed rate cut * Volatility risk up as data lands in a holiday-thinned market

Historical earnings are a mirageFT
A new white paper explores how inflation distorts our perception of market history.

Five Things to Start Your Day AsiaBB

Eco Day AsiaBB
Fed Jobs Focus, Trade Fight Club, Europe Slowdown Worry * Asian election winners are grinners, look to fire up economies * Inequality highlighted as 10% of workers take half of all pay

Five Things to Start Your Day EuropeBB

EU Open RundownRANsquawk

FirstFT Daily BriefingFT

Brussels BriefingFT
The end for Alexis: If the polls are right, the conservatives would score an outright majority

Brussels EditionBB

Brussels PlaybookPolitico
Von der Leyen hits the campaign trail — Tough nuts to crack — Weber settles the score

Danske DailyDanske Bank

Eco Day EuropeBB
Germany's Austerity Mindset, U.S. Jobs, Trade War Games * Europe clings to tradition in aiming for IMF leadership post * U.S. labor report poised to tip scales for July Fed decision

Daily Market CommentMarc Chandler

Five Things to Start Your Day USBB

US Open RundownRANsquawk

Eco Day USBB
U.S. Jobs Day, Europe's Worsening Downturn, Corbynomics * Labor report poised to tip scales for July Fed decision * Europe’s slowdown looks permanent as German industry slumps

Jatkuvatko toukokuun heikot lukemat USA:n tyƶmarkkinoilta? | Saksan 10-vuotisen korot laskivat edelleen