Follow ‘MoreLiver’ on Twitter
EUROPE
ECB Leaves Investors Guessing on Some Banks’
Stress-Test Results – BB
ECB’s silence contrasts
with practice at other regulators * Lack of transparency means investors assume
the worst
UNITED KINGDOM
The recession that Brexit built – Politico
Expert advice on the perils of leaving the EU
cast aside – BB
GERMANY
Support for Angela
Merkel dips after summer attacks – Politico
Support For Merkel
Plunges After German Terrorist Attacks – ZH
‘No reason for Plan B’
on migration deal: Merkel adviser – Politico
Merkel’s Approval Rating
Plunges Following Attacks in Germany – BB
UNITED STATES
JULY
JOBS REPORT
Jobs Report: Everything
You Need to Know – WSJ
Payrolls +255K, wages rise
more than expected: rate hike eyed – ZH
Jobs Report – The Numbers
– WSJ
US Jobs Surprise, Canada
Disappoints – Marc
Chandler
Jobs Beat Sparks Bond,
Bullion Beating – ZH
U.S. Posts Another
Strong Month of Job Gains – BB
U.S. payrolls gains beat
expectations, wages rise – Reuters
Wage Growth a Sign of
Strength as U.S. Payrolls Jump: Chart – BB
Dollar Rebounds After
Payrolls Beat Forecasts as Treasuries Drop – BB
Another strong report
makes hike in H2 16 more likely – Danske
Bank
Employment Comments:
Another Strong Report – Bill
McBride
Economists React: ‘The
U.S. Labor Market Earned a Gold Medal’ – WSJ
July employment report:
strong in nearly every respect – Daiwa
Another strong month for
hiring – Nordea
OTHER
Neil Staines: Now comes the fiscal policy era – TF
Today we discuss the
evolution of global monetary policy and the global economy's transition towards
a greater reliance on fiscal policy and structural reform going forward.
How the Hunt Brothers Cornered the Silver Market
and Then Lost it All – Priceonomics
REGULARS
BoE’s sledgehammer,
rallying bonds, US labour market in focus * “Jobs report” day: US labour market
still holding up well? * BoE surprised, sending global yields down * The GBP
fell two big figures, more downside around the corner
The NFP print for July
could be the catalyst for the Federal Reserve to up its game on the rate-hike
cycle but after the mammoth June number there might be something of a swing
back towards a more solid print. Elsewhere the BoE $170bn intervention Thursday
continues to reverberate around global markets.
US Jobs Data on Tap, but
Don't Expect Miracles
Five things to note on
payroll day
Futures, Global Stocks
Rise As Oil, USDJPY Drops: All Eyes On The Jobs Report
Frontrunning – ZH
The British pound
dropped sharply following yesterday's Bank of England rate cut but GBPUSD
holding the 1.30 line shows that the broader monthly range remaisn intact.
Today sees the US nonfarm payrolls print in the spotlight with the consensus
estimating 180000 new jobs.
FINNISH
USA:n
työllisyyslukujen odotetaan olevan vahvat * BoE laski ohjauskorkoa ja nosti
osto-ohjelmansa tasoa * Englannin keskuspankin elvytyspaketti latisti puntaa *
Japanissa palkat nousivat odotettua enemmän