Dollar Looks To NFP For Direction

Published 05/02/2014, 05:53 AM
Updated 03/09/2019, 08:30 AM

The greenback remains the second weakest currency this week, next to yen, since it's being pressured after the disappointing Q1 GDP reading released earlier. The non-farm payroll report today will be crucial to determine whether dollar could stage a rebound or suffer another round of selloff. Markets are expecting 210k growth in the US job market in April, comparing to March's 192k. Unemployment rate is expected to drop back to 6.6%.

Take a look at the leading indicators for NFP, the ADP report showed 220k growth in private sector jobs, up from prior month's 209k and beat expectation of 208k. The employment component of ISM manufacturing rose from 51.1 to 54.7. The employment component of ISM services is not released yet. Four-week moving average of initial jobless claims dropped slightly from 319k to 317k. However, it should be noted that initial claims were much worse than expected at 330k and 344k in the last two week of April. Conference board consumer confidence dropped slightly to 82.3 in April. Overall, the leading indicators suggested a solid NFP report but it's not likely to be spectacular.

Elsewhere, Japan household spending rose 7.2% yoy in March versus expectation of 1.7% yoy, unemployment rate was unchanged at 3.6% in March, monetary base rose 48.5% yoy in April. Australia PPI rose 0.9% qoq, 2.5% qoq in Q1 versus expectation of 0.6% qoq, 0.9% yoy. Looking ahead, other than NFP, Swiss SVME PMI, Eurozone manufacturing PMI, unemployment rate, UK construction PMI will be released in European session. US will also release factory orders.

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