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Friday, October 5

5th Oct - US Close: Payroll aftermath



Just the regulars and all the commentary I could find on the US payrolls.


Previously on MoreLiver’s

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Roundups and Commentary
Markets – Between The Hedges

European Summary: Europe Is Fixed? – ZH
US Summary ZH


  Bonds Down, Stocks Down, Gold Down, Oil Down, Jobs... Up?

Reference
Debt crisis: live – The Telegraph
The Euro Crisis Blog – WSJ
Tracking Europe’s Debt Crisis – NYT
FX Options Analytics – Saxo Bank
European 10yr Yields and Spreads – MTS indices


USA: SEP PAYROLLS
Employment Situation Summary – Bureau of Labor Statistics
U.S. Jobless Rate Declines to 7.8%; 114,000 Jobs Added – BB
Jobless rate tumbles to near four-year low – Reuters
Instant View: Jobless rate tumbles to near four-year low – Reuters


US jobs: good but not enoughNordea
114,000 Jobs, 7.8% Unemployment Rate – Calculated Risk
Employment: Somewhat Better (also more graphs) – Calculated Risk
Only 114K New Jobs, But the Unemployment Rate Drops to 7.8% – dshort
Something for Everyone, but Not Enough – Marc to Market

Payrolls – The Big Picture
Initial Reaction and Election Impact – Mish’s
US Non-Farm Payrolls – BNY Mellon
Private Payrolls Growth Remains Sluggish In September – The Capital Spectator
Evidence of a Manufacturing Downturn Is Hiding in Plain Sight – The Daily Capitalist

Trying to make sense of today's employment numbers – Sober Look
The jobs report in six chartsWonkblog / WP
Why the drop to 7.8% unemployment is good news – Wonkblog / WP
Debunking the jobs report conspiracy theories – Wonkblog / WP
Government jobs are finally starting to come back – Wonkblog / WP

What you might have missed – Wonkblog / WP
Where do these numbers come from? – Wonkblog / WP
A gasp of life Free exchange / The Economist
A gloomier viewFree exchange / The Economist
The electoral politics of the jobs report – Felix Salmon / Reuters

Strongest in Months – EconoMonitor
Early hints of stronger numbers – that Wall Street economists missed – MacroScope / Reuters
September payrolls 114,000, unemployment rate drops to 7.8% f – alphaville / FT
US - the government sector is hiring again – Danske Bank (pdf)
Unemployment Report: Finally, Some Good Numbers – Daily Beast

On The Surface Better, But Underneath The SameTim Duy’s Fed Watch
Part-Time Jobs For Economic Reasons Surge Most Since QE1 Announcement – ZH
Goldman's NFP PostmortemZH
The Strangest Number In Today's Jobs Number – ZH
About Those August Jobs Revisions – MarketBeat / WSJ

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