• Non-farm payrolls +146K vs +85K exp
• Dec U Michigan consumer sentiment 74.5 vs 82.4 exp
• Nov Canadian employment +56.3K vs +10K exp
• 18 ECB members wanted rate cut yesterday – MNI
• ECB didn’t cut because of worries about optics – BBG
• NIESR estimates UK GDP rose 0.1% in three months through Nov
• HSBC cut to AA- from AA by Fitch; Outlook stable
• S&P warns it could cut Italy if recession persists
• ECB may cut in the next few weeks: Pimco’s El-Erian
• S&P 500 +0.2% to 1418
• CAD leads, EUR lags