-PMI China manufacturing data better off worst expectation last Thursday;

-US jobs data last Friday was talking about 'unchanged growth of employment
on non-farm payroll', and not indicated level of firing/terminating
employment in which recession would required a massive nationwide job
termination, not just a stalled jobs growth;

-Friday, September 02, US market lowered with low trading volume, limited
downturn to -2,5% while market volatility in early August could bring the
indices lower to -4-5%; market fear gauge (VIX) just jumped 6% to 33,92, far
below its record high above 40 in early August;

-US market closed for Labor's day September 05, to further cool off and
condition market in anticipation of Obama & the Fed action plan. Risk on
ahead, market is ready to jump start;

-Obama will address speech on jobs action plan this Thursday (or Indo's
Friday market impact);

-The US Fed will detail fighting plan on monetary approach to latest
situation (September 21-22).

Meanwhile, below is Indonesian coal price dynamics as it was being traded
during Indonesia local long holiday through Friday, September 02.

*Chart 1*: ICE FOB-Indo Coal

[image: Indo Coal Price @ ICE FOB.gif]

'+'

<<Indo Coal Price @ ICE FOB.gif>>

Kirim email ke