Should have gone fishin……

European stocks are up. Italy’s FTSE MIB has been the best performing, up +0.9%. Euro zone periphery govt bond yields are lower, with Portugal leading the way.

Forex markets have been very quiet ahead of the US jobs report.

EUR/USD sits at 1.3008, down precisely 5 pips from the 1.3013 which greeted me first thing. We’ve dipped as low as 1.2994, but noted buying by a US custodial has helped negate any accelerated sell-off. Obviously the stock market/bond gains have helped underpin the single currency.

USD/JPY up 10 pips at 78.45.

Cable down 5 pips at 1.6185. A 5 pip net change in cable on a Friday is testament to how quiet its been.