Previously
on MoreLiver’s:
W/E: Weekly Support (updated!)
EUROPE
Draghi Starts
Policy-Action Countdown as ECB Awaits Data – BB
Waiting a month also allows breathing space to assess the selloff in
emerging-market currencies and for the ECB to compile its latest macro-economic
forecasts. Draghi said that officials will for the first time look ahead two
years by providing inflation and growth estimates for 2016.
The timing of Polish accession to the eurozone has been the subject of
serious – often heated – debate. Before adopting the single currency, Polish
policymakers must identify the necessary conditions that would allow the
country to sustain its recent economic success.
GERMANY
The German economy is doing much better than last year and may be 2.5
percent to 3.5 percent bigger than reported in the official statistics.
German judges refer ECB's bond-buying to European Court – Reuters
Germany refers decision to
ECJ, drops monetary veto – TradingFloor
The OMT — um, what does this thing do again? – alphaville
/ FT
OMT Tested in Court, Never in the Market – WSJ
Karlsruhe says no, refers to
ECJ and suggests ECB should always be preferred creditor – Bruegel
GCC believes ECB bond buying is illegal, but asks ECJ to rule first – Open
Europe
European – not German – judges to decide on ECB bond buying – Nordea
NETHERLANDS
Geert Wilders outlines case for a Dutch ‘Nexit’ from the EU – FT
What’s the point of calling for a Nexit? – The
World / FT
Rise of Eurosceptics in Netherlands Prompts Serious Discussion of
"Nexit" – Mish’s
UNITED STATES
Hilsenrath’s Take:
Listen to the Fed – and Watch Rate Futures – WSJ
Fed’s Rosengren: Fed
Must Be ‘Patient’ in Cutting Back Stimulus – WSJ
PAYROLL PREVIEWS
Is U.S. Unemployment Really Much Better Than the Euro Zone’s? – WSJ
Another Month, Another Employment Report – Tim
Duy’s Fed Watch
What to Watch for in January’s Jobs Report – WSJ
Employment Preview for January: Taking the Over – Calculated Risk
U.S. job growth seen snapping back from winter chill – Reuters
Weather it’s worth worrying about, who knows – alphaville
/ FT
How to read 2014′s first jobs report – WaPo
How to read the monthly U.S. Jobs Report – BB
PAYROLL POST-MORTEM
PAYROLL POST-MORTEM
Dismal Jobs Report Sends Stocks Reeling – ZH
January 113,000 Jobs, 6.6% Unemployment Rate – Calculated
Risk
Big Miss Again At 113K Below 180K Expected, December Unrevised – ZH
U.S. employment fails to
rebound strongly from winter chill – Reuters
Highlights From the January Jobs Report – WSJ
Despite Dismal Jobs Report, "This" Is What Just Sent Equities
Higher – ZH
BLS Revises Historical Job Numbers Higher By Half A Million – ZH
Unemployment Rate Telling a Much More Hopeful Story – WSJ
Job Growth Was Stronger Last Year
5 Takeaways From the January Employment Report – WSJ
Weak job report, but the Fed will remain on autopilot – Danske
Bank
Those noisy payrolls figures – Felix
Salmon / Reuters
After Revisions – WSJ
Economists React: For Economy ‘Winter From Hell’ – WSJ
Hilsenrath Analysis: Fed Likely to Stay Course on Rates and Bond Buying –
WSJ
Goldman Sachs: "Confusing", "Disappointing",
"Little Negative Weather Impact" – ZH
The Biggest Job Winners (Construction) And Losers (Government) In
January – ZH
Economy added 113,00 jobs in January; unemployment rate dips to 6.6
percent – WaPo
Comments on Employment Report: Disappointing Payroll Number – Calculated
Risk
Another Disappointing Jobs Report – dshort
The Unemployment Rate Is Not Signaling a Recession – dshort
5 Takeaways From the January Employment Report – WSJ
Weak job report, but the Fed will remain on autopilot – Danske
Bank
Those noisy payrolls figures – Felix
Salmon / Reuters
The jobs report was a mixed bag – Nordea
Non-farm payrolls grew by 113k in Jan; weaker than expected – Handelsbanken
EMERGING
Will Asia Ignite a
Second Arab Spring? – The
Diplomat
Asia’s economic slowdown threatens to disrupt the Persian Gulf
monarchies that were able to weather the Arab Spring.
Mobius Says
Emerging-Market Selloff to Deepen Amid Outflows – BB
FINNISH
Suomen vienti kääntyyi loppuvuonna nousuun – Roger
Wessman