3rd Nov - Goldilocks jobs and tax plan in US

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EUROPE

Laggards are catching up with the euro area recovery – Pictet

Trend GDP growth in France and Italy has risen to 2.2% and 1.8%

Sanctions: a road without end – Nordea

Documents published by the US Department of State and the Department of Treasury on October 27 and October 31 shed some more light on the concrete measures following the adoption of a new sanctions bill signed by Trump on August 2.

Russia economic outlook: Boundaries of the possible – Nordea

Russian economy is recovering relatively rapidly after a two year long recession. We see growth stabilizing around 2% in the coming quarters. Further upside is limited by moderate wages growth and still fragile business confidence.

UNITED STATES

  PAYROLLS

5 Things to Watch in the October Jobs Report – WSJ

U.S. job growth seen surging after storm-related disruptions – Reuters
With October U.S. Jobs Report, All Eyes Are on Wage Growth – WSJ

Storm Surge Set to Boost U.S. Payrolls, Reversing September’s Loss – BB

U.S. Adds 261,000 Jobs as Hurricane Effect Reverses; Pay Stalls – BB

U.S. job growth accelerates, jobless rate falls to 4.1 percent – Reuters

October Payrolls, Average Hourly Earnings Disappoint, Miss Big – ZH

Goldilocks with job growth and limited wage inflation – Pictet

Economy strong and resource constraints soon evident - Nordea

  TAX PLAN

UBS Reads Tax Bill, Says No Way Does It Pass – ZH

Editorial: The Latest Unfinished Republican Tax Plan – BB

Tax Reform's Losers Can Afford the Loss – BB

Yield Curve Crushed As Stocks Signal Trump-Tax-Plan Won't Pass – ZH

Blankfein Says Now Isn't Best Moment for Tax-Cut Stimulus – BB

GOP's United Front on Tax Cut Plans Masks Underlying Divisions – BB

Tax Bill Takes Extra Bite of Apple and Other Global Companies – BB

These Are the Biggest Overseas Cash Hoards Congress Wants to Tax – BB

  TRUMP

Mueller Is Investigating Tony Podesta's Ties To Manafort Lobbying Campaign – ZH

Mueller's Definition of 'Collusion' Will Be Clear – BB

Here's How Much Hillary Clinton And The DNC Paid For The Trump Dossier – ZH

In Defense of (Some) Whataboutism – BB

Facebook Ads Reveal the Real Russian Game – BB

Countries Trump will visit in Asia — and what he'll encounter – BI

  FEDERAL RESERVE

Tim Duy: Next Fed Chair Will Contend With a Slow-Growth Economy – BB

OTHER

Fake meat and free markets ease North Koreans’ hunger – Reuters

A rich menu of streetfood shows how people have survived in recent decades, but also makes it hard for outsiders to see if sanctions are hurting ordinary people.

Insider Trading Inc: Beat The Market, Work For The SEC – ZH

 

REGULARS

FirstFT Daily Briefing – FT

Catalans protest, China’s panda diplomacy, can VR solve chronic pain?

WSJ City – WSJ

BOE Acting Amid Brexit Gloom, Soc Gen Profit Falls, U.S. Tax Plan’s Pleasant Surprise for Investors

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Eye-Opener – Nordea

Powell as Fed chair, Non-farm payrolls today, GBP takes a beating

Morning Markets – TF

Apple's third-quarter earnings showed a company at the top of its game as we approach the iPhone X launch. The firm's Q3 results showed a rise in sales forecasts and prompted Apple shares to hit $174 in after-hours trading Thursday.

Daily Market Comment – Marc Chandler

Dollar Firms Ahead of What is Expected to Be Strong US Jobs Data

Brussels Playbook – Politico

Eyes of Europe on Malta — Vestager’s Bridget Jones moment — Arrested Catalan leaders

Five Things You Need to Know to Start Your Day – BB

US Open – ZH

Dollar Rebounds, Futures Rise Ahead Of Expected Surge In Payrolls

Frontrunning – ZH

FINNISH

Aamukatsaus – Nordea

Powell nousee Fedin johtoon * Tänään julkaistaan USA:n työllisyysluvut * Englannin keskuspankki nosti odotetusti ohjauskorkoa * Punta heikkeni euroa ja muita päävaluuttoja vastaan

Isoja askeleita euroalueella – Peter Nyberg