Today’s Issue Cluster: US Labor
EMs – At the mercy of shifting money flows
Fed – Mixed messages as officials go public in force
Oil – Bulls Lose Faith in Recovery as Russia Adds to Global Glut
EZ – Sep: Markit Final PMI Fell More; 53.6 was 53.9 / AFP *
US – Sep: Markit Services Drops; 55.1 from 56.1 / m
US – Sep: ISM services growth ebbs; 56.9 from 59.0 / R / WSJ
EMs – At the mercy of shifting money flows FT * * *
EMs – Companies’ debt could be hurt as commodities and currencies fall WSJ *
EMs – Prospects Look Rocky for Southeast Asia Deals WSJ *
EMs – Turmoil flashes warning lights for global economy FT * *
EMs – The ill wind of deflation FT * * * * *
Fed – Soft Jobs Numbers Likely to Stay Hand WSJ / R
Fed – Weak jobs growth adds to rate rise doubts FT *
Fed – Lousy jobs numbers: was right not to hike rates e *
Fed – Treasurys Flash Rate-Rise Delay WSJ *
Fed – Investors flee stocks and buy Treasurys WSJ *
Fed – Probability of Liftoff Now vs. Then b *
Fed – Mixed messages as officials go public in force R *
Fed – Low inflation more than cheap oil and a strong dollar E *
Fed – Finds it is tough to make predictions FT * *
Fed – Why some EM leaders say they want hike e *
US – Global Turmoil Saps Job Growth WSJ * *
US – Job growth stumbles, raising doubts on economy R *
US – Economists Can’t Find the Silver Lining in Jobs Report B / wsj * *
US – Jobs Machine Sputters as Global Woes Chip at Growth B * * *
US – The September Jobs Report in Charts / wsj * * *
US – Beaten-Down Factory Worker Is Getting Squeezed Again B *
TPP – Negotiators reach deal WSJ / FT / R / B / NYT / FT
TPP – Tobacco Issue Puts Pact at Risk WSJ / NYT / JN *
TPP – Rift Over Drug Protections Complicates Talks WSJ / R / NYT / NYT
TPP – Would include auto market opening for Japan R
Cocoa – Ivory Coast move alarms traders FT / sa *
Coffee – China’s Changing Tastes Offer Upside WSJ *
Oil – Russian Output Rises to Post-Soviet High WSJ *
Oil – Producers’ Share Sales Get Warm Reception WSJ *
Oil – Bulls Lose Faith in Recovery as Russia Adds to Global Glut B *
Oil – Low prices reshaping the world economy N * *
Simpsons superforecast the 2016 race t *
