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Marketmind: No quiet end to the week, it's payrolls Friday

Published 07/08/2022, 04:12 AM
Updated 07/08/2022, 04:15 AM
© Reuters. FILE PHOTO: Signage for a job fair is seen on 5th Avenue after the release of the jobs report in Manhattan, New York City, U.S., September 3, 2021. REUTERS/Andrew Kelly
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A look at the day ahead in markets from Sujata Rao

Having already priced out half a percentage point worth of U.S. rate hikes this cycle, markets will be looking to shave off more from the currently expected 3.4% peak Fed rate if monthly jobs data later on Friday plays ball.

Nonfarm payrolls increased by 268,000 jobs last month after rising by 390,000 in May, a Reuters poll predicts. Weekly jobless claims figures have already set the stage for a weaker number; more Americans filed unemployment benefit claims last week than expected, while layoffs surged to a 16-month high.

So, unless there's a blowout figure, it does look like the Fed will slow the rate hike pace, once this month's 75 basis-point move is past -- two of its hawkish officials signalled on Thursday that could be the case.

But while global stocks have rebounded after first-half gloom, European and U.S. shares are tipped for a weaker open on Friday. However, Japan's Nikkei managed to close in positive territory after being jolted by the shooting of former prime minister Shinzo Abe.

The shooting caused some knee-jerk yen gains but the currency has since eased off earlier highs.

But currency markets' whipping boy this week has been the euro, which has fallen 2% against the dollar and is teetering on the brink of parity versus the greenback.

The wait is on to see whether a strong U.S. payrolls print pushes it over the edge.

Key developments that should provide more direction to markets on Friday:

- Japan's service sector sentiment posted its first fall in four months in June

© Reuters. FILE PHOTO: Signage for a job fair is seen on 5th Avenue after the release of the jobs report in Manhattan, New York City, U.S., September 3, 2021. REUTERS/Andrew Kelly

-New York Fed President John Williams speaks

-U.S. non-farm payrolls

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