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EUROPE
Finland: Political
crisis further dashes growth prospects – Nordea
GERMANY
25
years of German unity - Economic implications for Europe – Berenberg
Angela Merkel rejects German plan for refugee transit zones – FT
German government shifts position on Syrian refugees – Open
Europe
Steep drop in industrial output raises questions over growth – Reuters
EUROPEAN CENTRAL BANK
ECB will finally lower its core inflation forecast – Danske
Bank
Inflation forecasts: Are market-based and survey-based measures
informative? – ECB
The Eurozone: Deflationary Boom Or Deflationary Bust? – Social
Europe
Peter Praet: Monetary policy as information processing (slides) – ECB
ECB would risk credibility of forward guidance with rate cut: Hansson – Reuters
UNITED KINGDOM
BOE’s QE Legacy Persists – WSJ
Cameron Risks Dancing With Wrong Partner in EU Reform Courtship – BB
Mark Carney Thinks This Is the Inflation Rate You Should Watch – BB
UNITED STATES
OCTOBER JOBS REPORT
U.S. employment seen raising December rate hike chances – Reuters
NFP preview: Fed just needs a nudge for December – TF
+271K, Unemployment Rate 5.0%, Earnings Spike – ZH
+27K Jobs, 5.0% Unemployment Rate – Bill
McBride
October Jobs Report: Everything You Need to Know – WSJ
Higher Wages Will Make Rate Rise an Easier Decision for Yellen – BB
October Jobs Report – The Numbers – WSJ
The October Jobs Report in 12 Charts – WSJ
Massive 271,000 jobs blowout means Fed must act – TF
Economists React: ‘December Move Almost a Certainty’ – WSJ
Strong Jobs Data Push Greenback Through Key Chart Points – Marc
Chandler
Full-Time Employment Above Where It Was Before the Recession – WSJ
Underemployment Looks a Lot Better – BB
Even stronger case for Fed lift-off – jobs report review – Nordea
Hiring surged in October, spurring predictions of Fed rate hike – WaPo
Who Hired In October: The Full Breakdown By Industry – ZH
FEDERAL RESERVE
Issues that deterred September hike largely disappeared: Bullard – Reuters
Bullard Says Stronger Labor Market Supports Near Term Liftoff – BB
Fed's Evans says conditions could be right for rate hike – Reuters
Here’s Who Is, and Isn’t, Changing Their Timeline for the First Fed Hike –
BB
Robust U.S. jobs report bolsters case for December rate hike – Reuters
Surging U.S. job growth lowers bar for December Fed rate hike – Reuters
The October Jobs Report Gives Fed Officials a Green Light to Raise Rates –
BB
Higher Wages Will Make Rate Rise an Easier Decision for Yellen – BB
Why the Fed will raise rates – Scott Sumner
First Fed hike in December due to very strong job report – Danske
Bank
OTHER
Bernanke on austerity
and the fiscal charter – Simon
Wren-Lewis
Paul Krugman: Austerity’s
Grim Legacy – NYT
REGULARS
Morning MoneyBeat Asia – WSJ
Wall Street’s Quiet Ahead of Jobs
Report
Morning MoneyBeat Europe – WSJ
It’s Jobs Friday
Morning MoneyBeat US – WSJ
Jobs Data Crucial Six Weeks Before
the Fed Meets
Danske Daily – Danske
Bank
Euro rates update – Nordea
Eye-Opener – Nordea
Payrolls to boost support for
December hike * Some further selling pressure in the Treasury market * Weaker
GBP after dovish BoE
Morning Markets – TF
All across global
markets it's about American jobs today, as the October US nonfarm payrolls data
this afternoon are seen as the key to the Federal Reserve's decision on
interest rates next month, and many analysts say it will only take a small
nudge from the numbers for the Fed to act at its December FOMC meeting.
Daily FX Comment – Marc
Chandler
Rounding out the Week with US Jobs
Daily Shot – TF
The world's central banks remain
addicted to accomodative policy with only the Federal Reserve even discussing a
return from "emergency" measures.
Daily Press Summary – Open
Europe
European Commission sees
slowdown in Eurozone growth next year * Over 758,000 refugees registered in
Germany in 2015 * New report warns UK would lose access preferential market
access to 51 states if it were to leave the EU * Finnish PM says government
“very likely” to fall over health reforms * Spanish Constitutional Court
refuses to block independence debate in Catalan parliament * Commission sees
slight GDP boost from huge migrant flows, but slight fall in GDP per capita * Greek
parliament passes package of reforms bringing it closer to next tranche of
funding * Draghi insists ECB bond purchases have been effective but stresses
more may be needed
Brussels Playbook – Politico
Finnish line — Catalans
can — Poles not in position
US Open – ZH
Futures Flat Ahead Of
Payrolls; World's Largest Steel Maker Ends Dividend; China IPOs Return
Frontrunning – ZH
The USD is spring-loaded for further
gains across the board if the US employment report today doesn’t raise any red
flags, and especially if we get a blowout number above +200k, which should
convince most of the remaining doubters that a December Fed rate hike is in the
cards.
For all the talk of an
increasingly multipolar world, the centrality of today's US jobs print shows
that the appetite for American leadership is far from sated.
FINNISH
Englannin
keskuspankilla ei ole kiire * Suomen vienti ”romahti” syyskuussa * USA:n
työmarkkinoiden veto pysyy todennäköisesti vahavana * Saksan teollisuustuotannon
kasvu hiipuu