könnte man sich schon mal in aller ruhe auf die 14h30 news einstellen, siehe unten. die haeufig gut schätzenden GS sehen -100 k nonfarm payrolls (schlechter als konsens) bei dennoch 9,8% alq (=konsens).
der erwartete anstieg gilt als v.a. wetterbedingt, da eine reihe von firmen anfang februar (erhebungszeitpunkt) schliessen mussten, damit ist die interpretation der zahlen und marktreaktion schwer vorherzusagen.
"The snowstorms are “massively unpredictable factors” surrounding the jobs report, said Guy LeBas, chief fixed-income strategist at Janney Montgomery Scott LLC in Philadelphia. They “reduce the importance of the numbers” because their effect will be difficult to quantify, he said. “Right now, monthly job losses are trending around zero.” (Bloomberg)
Bloomberg Survey
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Nonfarm Unemploy Manu Avg
Payrolls Rate Payrolls Weekly
,000’s % ,000’s Hours
==================================================
Date of Release 03/05 03/05 03/05 03/05
Observation Period Feb. Feb. Feb. Feb.
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Median -68 9.8% -15 33.7
Average -60 9.8% -16 33.7
High Forecast 30 10.1% 15 33.9
Low Forecast -150 9.5% -45 32.8
Number of Participants 82 80 21 33
Previous -20 9.7% 11 33.3
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4CAST Ltd. -25 9.8% --- ---
Action Economics -50 9.8% -20 33.8
Aletti Gestielle SGR -105 9.9% -20 ---
Ameriprise Financial Inc -120 9.8% -25 33.5
Bancolombia SA -12 10.1% --- ---
Banesto -25 --- --- ---
Bank of Tokyo- Mitsubishi -118 10.0% --- 33.9
Bantleon Bank AG -60 9.8% --- ---
Barclays Capital -75 9.8% -10 33.7
BBVA -30 9.8% -5 33.9
BMO Capital Markets -50 9.9% --- ---
BNP Paribas 30 9.8% --- ---
BofA Merrill Lynch Research -25 9.8% --- 33.7
Briefing.com -120 10.0% --- 33.9
C I T I C Securities 30 9.6% --- ---
CIBC World Markets -25 9.9% --- ---
ClearView Economics -50 9.9% -15 33.2
Commerzbank AG -40 9.8% --- ---
Credit Agricole CIB -100 --- --- ---
Credit Suisse -125 9.9% --- 33.7
Daiwa Securities America -75 9.8% --- ---
Danske Bank -60 9.7% --- ---
DekaBank -80 9.8% --- ---
Desjardins Group -70 9.9% --- 33.7
Deutsche Bank Securities -75 9.5% --- 33.7
Deutsche Postbank AG 10 9.8% --- ---
Exane -50 10.0% --- ---
First Trust Advisors -150 9.7% -30 33.6
Fortis 0 9.8% --- ---
GAIN Capital -75 10.0% --- ---
Goldman, Sachs & Co. -100 9.8% --- ---
Helaba -30 9.8% --- ---
High Frequency Economics -100 9.9% --- ---
HSBC Markets 25 9.8% --- ---
IDEAglobal -100 9.8% 15 33.6
IHS Global Insight -100 10.0% --- ---
Informa Global Markets -30 9.8% -15 ---
ING Financial Markets -90 9.8% -45 33.8
Insight Economics -100 10.0% --- 33.6
Intesa-SanPaulo -70 9.8% --- ---
J.P. Morgan Chase -90 9.9% 0 33.8
Janney Montgomery Scott -65 9.8% --- ---
Jefferies & Co. -122 9.8% -35 33.7
Johnson Illington Advisors -80 9.9% -30 33.9
Landesbank Berlin -75 9.9% --- ---
Landesbank BW 0 9.6% --- ---
Maria Fiorini Ramirez Inc -100 9.8% --- 33.7
MF Global -130 9.8% -20 33.7
Mizuho Securities -75 9.9% --- ---
Moody’s Economy.com -75 9.9% -10 33.7
Morgan Keegan & Co. 5 9.8% --- ---
Morgan Stanley & Co. -65 9.9% --- 33.8
National Bank Financial -150 9.8% --- ---
Natixis 5 9.8% --- ---
Nomura Securities Intl. -50 9.8% -20 33.6
Nord/LB -10 9.8% -5 ---
Paragon Research -77 10.0% --- ---
PineBridge Investments 0 9.8% --- ---
PNC Bank -50 9.9% -10 ---
Prestige Economics -25 9.8% --- ---
Raiffeisen Zentralbank 0 9.8% --- ---
RBC Capital Markets -40 9.8% --- 32.8
Ried, Thunberg & Co. -125 9.8% --- ---
Saxo Bank -78 9.8% --- ---
Schneider Foreign Exchange 0 10.0% --- 33.5
Scotia Capital -10 9.9% --- ---
Societe Generale -50 9.8% --- 33.6
Standard Chartered -75 9.8% --- 33.8
State Street Global Markets -73 9.8% -10 33.8
Stone & McCarthy Research -150 9.8% -20 33.7
TD Securities -75 9.8% --- ---
Thomson Reuters/IFR -65 9.9% --- 33.9
Tullett Prebon -75 9.8% --- 33.7
UBS -90 9.8% --- 33.9
UniCredit Research -100 9.9% --- ---
Union Investment -30 10.0% --- ---
University of Maryland -20 9.8% -5 33.4
Wells Fargo & Co. -29 9.7% --- ---
WestLB AG -80 9.8% --- ---
Westpac Banking Co. 20 9.9% --- ---
Woodley Park Research -42 9.7% --- ---
Wrightson Associates -125 9.8% --- ---