Weekly Talking Points - US jobs watch this week

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on the US employment report this week, with the US ISM Manufacturing PMI out as well and the Eurozone 'flash' CPI reading worth watching as well. Our Spotlight focuses on Fed rate cut expectations and the risk that the 10-yr. note yield doesn't fall as far as may be expected, or stay down for long. Yield curve steepening to extend it seems... Our Review section looks at the new stimulus from China and how this may shift sentiment on a sustained basis. We also look at the US financial sector (XLF) and note the big gains seen so far, more ahead? To read more please subscribe.