EUROPE
ECB preview: getting the
sequence right – Pictet
Is the ECB Buying Bonds
From Itself? – WSJ
Any ECB move into stocks
unlikely to be plain sailing – Reuters
Reuters Floats Disturbing Trial Balloon: "The ECB May Be Forced To Buy Stocks" – ZH
UNITED STATES
AUGUST
JOBS REPORT
Thoughts Ahead Of The
Employment Report – Tim
Duy
Payrolls Preview: Brace
For Disappointment (But Expect The Fed To Shrug It Off) – ZH
Your Last Minute
Payrolls Preview: What Wall Street Expects – ZH
August Jobs Report:
Everything You Need to Know – WSJ
August Jobs Report – The
Numbers – WSJ
The August Jobs Report in 15 Charts – WSJ
Economists React to the August Jobs Report: ‘Hiring Fell Back to Earth’ –
WSJ
US Jobs Disappoint, Risk
of Sept Hike Recedes, Dollar Falls – Marc
Chandler
US: Jobs report not
strong enough for a September hike – Danske
Bank
El-Erian: A Mixed Jobs
Report for the Fed to Argue Over – View
/ BB
Job Market Offers the
Fed No Solace – View
/ BB
Signal From the Markets:
A Middling Jobs Report Is a Good Jobs Report – WSJ
Lukewarm Hiring Feeds
Both Sides of Fed Debate on September Move – BB
U.S. Markets Stuck in a
Rut as Jobs Data Keep Traders Guessing – BB
OTHER
Think You Know the
Natural Rate of Interest? Think Again – WSJ
Putin Pushes for Oil
Freeze Deal With OPEC, Exemption for Iran – BB
REGULARS
Cautiousness prevails ahead of jobs
report * We expect a healthy gain in US payrolls, but…
ISM dashed September hike
expectations for now * GBP higher across the board
There's really only one show in town
today and that's the US nonfarm payrolls data anticipation of which has kept
markets worldwide on tenterhooks all week.
Euro wrap-up
– Daiwa
Daily Market Comment
– Marc
Chandler
US Jobs Data--Higher Anxiety, Thank
You Mr. Fischer
Daily Market Comment –
Macro Man
Turn down the volume
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
US Open – ZH
August Payrolls Loom: Futures Flat,
Dollar Rises, Treasuries Slip
Frontrunning
– ZH
After a decidedly weak ISM
manufacturing report yesterday the risks over today’s US jobs numbers is
decidedly two-way as the market will try to draw conclusions on the
implications for the September 21 FOMC meeting.
Tesla shares fell 5% yesterday and
Saxo Bank head of equity strategy Peter Garnry says they have further to go
still. Beyond single shares and assets however the Fed rate hike narrative
looms large with the US releasing its August NFP print today.
FINNISH
Syyskuun kokous
tulee Fedille liian aikaisin * Britannian teollisuuden ostopäällikköindeksi
(PMI) kohosi erittäin vahvasti * Ruotsin teollisuuden ostopäällikköindeksi
(PMI) romahti yllättäen * Aamukatsaus uudistuu ensi maanantaista alkaen
Syyskuun talouskatsaus: Kulutusvetoinen
kasvu jatkuu – Suomen
pankki