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Friday, February 3

3rd Feb - US jobs strong but dovish





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EUROPE
Ashoka Mody: The IMF Should Get Out of Greece BB

Europe Confronts a Lonelier FutureBB
EU leaders meet for first time since Trump took office * Malta summit to discuss immigration policy after U.S. ban

ECB Puzzles Over Question of Whether Recovery Is for RealBB
Draghi argues economy remains dependent on monetary stimulus * Recent economic data indicate that upswing may be cyclical


UNITED STATES
  TRUMP
U.S. warns North Korea of 'overwhelming' response if nuclear arms used – Reuters
Trump tweets 'Iran is playing with fire', says won't be as kind as Obama – Reuters
U.S. to issue new Iran sanctions, opening shot in get-tough strategy: sources – Reuters
Editorial: Trump's Chance to Act on Iran – BB
Trump administration imposes fresh Iran-related sanctions – Reuters
US Unleashes New Sanctions On Iran; Russia Says "Counter-Productive" – ZH
View: Trump's Illusion of Unusual Action – BB
Trump to Order Review of Dodd-Frank, Halt Obama Fiduciary Rule BB
Trump to issue directives targeting Dodd-Frank, retirement advice rule – Reuters
Stocks to Watch as Trump Rolls Back Fiduciary Rule – WSJ 

  DATA
227K jobs surge, earnings disappoint, unemployment ticks higher – ZH
Full-time jobs soar 457K To Record High; Part-Time Jobs Tumble By 490K – ZH
January Jobs Report – The Numbers – WSJ
The January Jobs Report in 10 Charts WSJ
227K Jobs, 4.8% Unemployment Rate (With Graphs) – Bill McBride
January Employment Rises Sharply – James Picerno
Where The January Jobs Were – ZH
Wall Street Responds To Today's Jobs ReportZH
U.S. job growth accelerates in January, but wages lag – Reuters

US Services Industry Stabilizes – ZH
US Factory Orders Are Unchanged In 11 Years – ZH


REGULARS
Morning Report APAC TF
US stocks close lower amid concerns over the US president's foreign policy approach.

FirstFTFT
Trump overshadows European summit, France’s search for a leader, and why good diet and exercise are not enough to be healthy. European Parliament leaders to block Trump’s likely ambassador pick

WSJ CityWSJ
Trump to Undo Dodd-Frank, Snap Files for IPO, City Jobs Warning

Danske DailyDanske Bank

Eye-OpenerNordea
Waiting for US jobs data; more on the dole in Norway? Bank of Russia on hold? * China raises interest rates, euro area yields in relief rally in wake of auctions, GBP tanks as BoE rate hike not seen as imminent

Morning MarketsTF
China's unexpected short-term rate hike and uncertainty over Trump's policies weighed on sentiment in Asia today. The Shanghai Composite lost ground in its first day of trading after the Lunar New Year while the S&P/ASX200 closed down as well.

From the FloorTF
The European Central Bank launched a stern defence of its quantitative easing policies but the gathering inflationary pressures through the system point towards a stormy passage ahead, especially for Europe's peripheral bonds.

Daily Market CommentMarc Chandler
US Jobs Trump Europe's Service PMIs

Daily Press SummaryOpen Europe

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB
Jobs day * BOJ intervention * Dodd-Frank review * Markets mixed * Data releases

10 things you need to know before the opening bellBI

US OpenZH
US Futures Rise Ahead Of Payrolls Following A Surprise-Filled Asian Session

FrontrunningZH


FINNISH
AamukatsausNordea
Saako Fed syyn nostaa kolmesti? * USA:ssa julkaistaan tammikuun työllisyysraportti * Englannin keskuspankki piti rahapolitiikan odotetusti ennallaan * Japanin keskuspankilta odotettua agressiivisempi osto-operaatio