The non farm payroll numbers was clearly a surprise at 88K, when the market was expecting about 198K. This was enough to initiate a selloff in the US Dollar, the Euro and Sterling rallied more than 100bps respectively. The Yen moved more than one big figure still on the tails of Kuroda-economics.
I missed the non-farm payroll opportunity as I was out with my wife for dinner, Spanish tapas and a great bottle of spanish wine from the rioja region.
I will make an overall assessment this weekend with some thoughts going into next week.
The Panthenon Investment Group 