Friday, February 01, 2008

NFP Tonite..

What is the market expecting? ---> 70K jobs added
What could we expect for? ---> The dollar should rally on job growth in excess of 90k and sell-off if job growth is less than 60k.
Reasons? ---> A strong number could lead to a more gradually pace of rate cuts, a dismal number could spook The Fed into another hefty cut.
Currency of preference? ---> The euro against the dollar is a better bet.

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