4 Tweets Dec 09, 2022
Here we go, NFP beat expectations by a wide margin!!! More than doubled expectations of 250k to rise by 528k and previous month revised upward. Unemployment down to 3.5% vs 3.6% previously and hourly earnings also up to 5.2%YoY!!!
The dollar is up vs JPY, EUR, AUD. DYX up!
This follows the very strong US service ISM. US data is on fire! This is a very key data and so swaps are showing markets pricing 75bps for September vs 50bps and US terminate rate pricing jumping.
πŸ”₯πŸ”₯πŸ”₯πŸ’₯πŸ’₯πŸ’₯πŸ‡ΊπŸ‡ΈπŸ‡ΊπŸ‡ΈπŸ‡ΊπŸ‡Έ
US services jobs are very very up. We saw that the ISM service sector was very strong.
This job number is in line w/ the comments the Fed has made.
And guess what RBI was right to hike today by 50bps & focus on inflation & sounded hawkish.
Next wk more hikes in EM Asia.
US data this week was strong like a bull πŸ“ˆπŸ“ˆπŸ“ˆ
*NFP - surprised on the upside (more than two times expectations & strong like a bull) πŸ“ˆπŸ“ˆ
*Durable goods orders - higher than expected πŸ“ˆ
*ISM services - accelerating πŸ“ˆπŸ“ˆ
*ISM manu - better than expected πŸ“ˆ
Fed? Well, hike, hike!

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