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EUROPE
Financials watch: Three banks falter under UK
stress – ABN
AMRO
ITALY
Frontlines drawn in the
Italian referendum – Politico
Matteo Renzi’s
referendum trap – Politico
Italian Banks Flirt With
Disaster Again as Renzi Teeters – BB
EUROPEAN
CENTRAL BANK
ECB preview:
end-of-easing is premature – Danske
Bank
Search for policy
flexibility poses dilemma for ECB – Pictet
UNITED STATES
NOVEMBER JOBS REPORT
Payrolls Preview: Unemployment Expected To Drop – ZH
Payrolls Preview: Unemployment Expected To Drop – ZH
Goldman's November NFP Preview – Bill McBride
November Employment Preview – Bill McBride
Your Last Minute Payrolls Preview: What Wall Street Expects – ZH
Two U.S. Job-Market Views: Strong Enough for Fed, Not Trump – BB
November payrolls seen strong, to cement rate hike views – Reuters
Two U.S. Job-Market Views: Strong Enough for Fed, Not Trump – BB
November payrolls seen strong, to cement rate hike views – Reuters
Payrolls in U.S. Rise; Jobless Rate Falls on Lower Participation – BB
November Jobs Report – The Numbers – WSJ
The November Jobs Report in 15 Charts – WSJ
Economists React: ‘Paves the Way for Fed Rate Hikes’ – WSJ
Mixed Jobs Report, but Unlikely to Deter Expectations for Fed Hike – Marc Chandler
OTHER
EM Traffic Light
end-November 2016 – Nordea
Trump adds to EM risks. No currencies are assigned a red light, while the
SAR, HKD and the TWD are assigned yellow light. Risks are generally at low
levels, though rising slightly after the Trump win, especially in Emerging
Asia.
How Humans Became
'Consumers': A History – The Atlantic
Until the 19th century, hardly anyone recognized the vital role everyday
buyers play in the world economy.
Yen 4Sight – Daiwa
October’s consumption-related indicators were a touch firmer than
expected, but still signalled a subdued trend. Manufacturing and construction
output both look on track to provide ongoing support to GDP growth in Q4.
REGULARS
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
NFP
day, higher rates, referendum on Sunday * All eyes on the US employment report
* Rates higher on ECB QE end rumours * GBP strengthened on speculation on UK’s
continued access to single market
Morning Markets
– TF
Global financial markets have gone
into reverse ahead of the US nonfarm payrolls data today and Sunday's Italian
referendum. Against this background European equities are expected to open on a
softer note and will likely continue sideways ahead of the US jobs update at
1330 GMT.
Euro wrap-up
– Daiwa
Daily Market Comment –
Marc
Chandler
Is it About US Jobs Today?
Daily Market Comment
– Macro
Man
Payroll day observations
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
Five Things You Need to Know to Start Your Day – BB
Jobs day * European politics * Not
buying Trump * Markets slip * Mad dog, and the Englishmen
US Open – ZH
Global Stocks, Futures, Commodities,
Dollar Fall Ahead Of Payrolls, Italy Vote
Frontrunning –
ZH
FX Update
– TF
EURUSD churned higher toward 1.0700
late yesterday and overnight while EURGBP bounced hard as an ECB story
circulated suggesting an extension of QE but also its eventual end. Meanwhile
we have the Italian referendum over the weekend and the market very nervous
about its potential to trigger euro volatility.
FINNISH
Aamukatsaus – Nordea
Kansat uurnilla * Öljy jatkoi nousuaan * Ranskan Hollande
ei asetu ehdolle Ranskan presidentinvaaleissa * Edessä viimeinen USA:n
työllisyysraportti ennen Fedin seuraavaa kokousta
Mielenosoitus Ruben Stillerin puolesta – Matti
Apunen
Atte Jääskeläinen – Mikael
Jungner
Toimittajat liruttavat omiin muroihinsa – Hjallis
Harkimo