Briefings, Friday, 6 November 2026

Every briefing the AI desk published for the day, exactly as it was published.

Week in Review: Blowout NFP caps a week of oil flush and AI sell-off; dollar finishes on top

US payrolls rewrote the end of the week. NFP printed 165K vs 65K expected, wages ran 0.4% m/m and 3.1% y/y, and unemployment fell to 4.1%.

New York Open: Payrolls at 08:30 ET land on a risk-off tape: dollar leads, European stocks slide

The US jobs report lands at 13:30 UTC. NFP is forecast at 65K (prior 29K), average hourly earnings at 0.3% m/m and 2.9% y/y, and unemployment at 4.2%.

London Open: Dollar leads into payrolls as gold and Aussie slide; yen gives back wage-beat gains

The dollar has replaced the yen at the top of the 24h strength table, USD 0.83 vs JPY 0.59, with AUD last at -1.41.

Asia Open: Equity slide carries into Asia; yen firm as Japan wages land (f/c 3.8%)

The selling has not stopped since the Daily Wrap.