"The first week of the month brings the most important events: rate decisions in Australia, Canada, the UK and the euro-zone are all big market movers. The most watched decision comes from the ECB, which is not expected to move after the better than expected inflation numbers. But will Draghi leave the door open should the situation deteriorate?
In the US, we have the last Non-Farm Payrolls report before Janet Yellen's first decision. The message has been clear: only a disaster will stop the taper train. With so much bad weather, could we see a terrible NFP? Tension begins much earlier with the ISM PMIs and ADP NFP, which will all provide hints towards the big event."
