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EUROPE
ECB
inflation forecast at the whim of crude price, forex moves – TF
UNITED STATES
JOBS REPORT
JOBS REPORT
"It Can Only Disappoint" - What Wall Street Expects From
Jobs Report – ZH
Solid US Jobs Report in
line with Expectations – Marc
Chandler
February Jobs Report –
The Numbers – WSJ
The February Jobs Report
in 11 Charts – WSJ
US Adds 235,000 Jobs In
February, Beating Expectations But Earnings Disappoint – ZH
June Rate Hike Odds Jump
Above 50% - ZH
GS Now Sees Rate Hikes
In Mar, Jun, Sep; Earlier Balance Sheet Reduction – ZH
Economists React: ‘A
March Hike Is a Done Deal’ – WSJ
Strong US jobs report:
green light for Fed – ABN
AMRO
Fed justified in
speeding up policy normalisation – Nordea
OTHER
The
Stocks That Carried the S&P’s Eight-Year-Old Bull Market – WSJ
FX
Carry Risk Mitigation Papers – Quantpedia
REGULARS
Morning Report APAC
– TF
Crude has fallen on a jump in US
inventories and rising imports while gold and base metals have lost ground. In
forex markets a robust US nonfarm payrolls figure could help the US dollar gain
further ground against the yen.
FirstFT – FT
WSJ City – WSJ
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
Small changes from ECB; strong
payrolls today; Nordic inflation due * Oil price plunge could prompt FX
reflation worries ‘ Strong US Labour Market Report today
Morning Markets
– TF
Japan's benchmark Nikkei 225 surged
sharply higher today helped by the rise of the dollar against the yen. In
Australia investors shrugged off falling commodity prices and weak gains on
Wall Street overnight and drove the S&P/ASX200 sharply higher. Meanwhile in
South Korea the dismissal of the president dominated the news.
Daily Market Comment
– Marc
Chandler
US Jobs Data: Deja Vu All Over
Again?
Brussels Playbook
– Politico
Five Things You Need to Know to Start Your Day – BB
10 things you need to know before the opening bell – BI
US Open – ZH
S&P Futures, Global Stocks Jump
Ahead Of US Payrolls As Global Bond Rout Continues
Frontrunning
– ZH
FX Update
– TF
ECB President Draghi tried to
maintain dovish form but was forced to admit that the outlook is improving at
the ECB press conference and euro bulls pounced as the rate outlook was sharply
upgraded. Today the USD faces a key test with the latest jobs report with
Average Hourly Earnings deserving the bulk of our attention.
FINNISH
Aamukatsaus – Nordea
Odotuksissa vahva työllisyysraportti * Tänään julkaistaan
USA:n helmikuun työllisyysraportti * EKP:n eilinen kokous ei tuonut suuria
yllätyksiä * Öljyn hinta jatkoi selvässä laskussa