Macro Briefing: 1 February 2019

Trump is upbeat about trade talks with China: WSJ
Trump: border talks with Congress a ‘waste of time’: NY Times
Economists expect softer growth in today’s payrolls report for Jan: Bloomberg
Gov’t shutdown may complicate analysis of today’s payrolls report: NY Times
Eurozone mfg inches closer to stagnation in Jan: IHS Markit
China Mfg PMI: survey data reflects slight contraction in Jan: IHS Markit
The Fed’s pause on rate hikes suggests softer growth ahead: Reuters
Chicago PMI: growth cooled in January to moderate pace: Chicago PMI
US wage growth in Q4 exceeded 3% for first time in a decade: CNBC
US job cuts up 19% year-over-year in January: CG&C
Jobless claims in US surged last week, possibly due to seasonal quirk: MW
New home sales in US rose sharply in Nov but annual pace is still negative: WSJ