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Friday, November 2

2nd Nov - EU Open: Waiting for Payrolls



It’s payrolls today.  

Previously on MoreLiver’s:

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Roundups
News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Emerging Markets Headlines – beyondbrics / FT

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
Economic Calendar – Forexpros

MORNING BRIEFINGS

Roundups
News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Emerging Markets Headlines – beyondbrics / FT

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
Economic Calendar – Forexpros

MORNING BRIEFINGS
Morning Briefing (Asia): It's the end of the world as we know it and I feel fineBNY Mellon
Evidence is slowly mounting of a shift in thinking in China.

3 Numbers to Watch: US Nonfarm, DE Manu PMI & US Factory ordersSaxo Bank
With the US elections only five days away a lot is riding on today's nonfarm payroll figure. We also take a look at German Manufacturing PMI, which is expected to decline, and US Factory orders, which are likely to rebound.

Asia Today: It’s a long wait for tonight’s non-farm payrolls: – Saxo Bank
With the US non-farm payrolls today, Asia was content to sit on its hands in a quiet Friday session.Risk was given an early fillip after it was reported that China was considering lowering RRR for small and medium-sized financial institutions

Market Preview: US Non-farm Payrolls data eyedSaxo Bank
European markets are expected to open mostly lower Friday, with markets keeping tap on US Non-farm Payrolls data scheduled for later today.

Danske DailyDanske Bank (pdf)
Key news:  Upbeat US data lift equities and the dollar alike. Bank of Japan minutes suggest more easing still to come. Focus today will centre on US non-farm payrolls and currency reserves in Denmark. Market movers today: EUR: Manufacturing PMIs final, NOK: Unemployment, Øystein Olsen speech, CAD: Employment, USD: Non-farm payrolls, DKK: Currency reserves

AamukatsausNordea
Epävarmuus Kreikan seuraavasta tukierästä jatkuu * USA:sta rohkaisevaa talousdataa * Kiinan PMI ja USA:n talousdata tukivat riskinottohalukkuutta korkomarkkinoilla

AamukatsausTapiola
Markkinan suunta: Osakemarkkina sai vauhtia USA:n eilen julkaistusta vahvasta makrodatasta.
Osakefutuurit nyt nollassa, indikoiden flättiä avausta. 3Q12-tuloksia aamulla: Hyvät tulokset: BioTie. Neutraalit tulokset: Nurminen Logistics, Ramirent, Sponda, Yleiselektroniikka.

Morning Briefing (EU/US): Risky BusinessBNY Mellon
It’s the start of the month and time to update our risk event calendar.

MarkkinakalenteriNordnet
MarkkinakalenteriTaloussanomat



UNITED STATES
Rosie On Sandy: One Economist's Realistic Hurricane Post-MortemZH

Manufacturing activity remains weak; improvements seen in consumer confidence and resi constructionSober Look

  Payrolls
October Employment Report Preview – A Dash of Insight
How to Trade the Most Important Jobs Report Ever! – Bespoke
Data points to slow healing in labor market – Reuters
Unemployment in U.S. Probably Rose as Companies Curbed Hiring – BB

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