Menu utama Januari sudah keluar: *US jobs monthly gain* >200.000. *Dessert
time a while.*

Biasa saja. US jobs sudah pernah mencapai level tersebut Spring 2010 dan
Spring 2011.
CNBC:
*Economists also remained skeptical that the job-growth trend would stay
intact.*
*"We’ve been here before with 200,000 plus monthly gains in payrolls in
spring 2010 and spring 2011 that ultimately came to nothing," Toronto-based
Capital Economics said in a note to clients. "With housing still in the
dumps, fiscal policy being tightened and the euro-zone crisis likely to
flare up again at any moment, we still think the US will endure another
year of weak growth in output and employment." *
*
*
Aset s*afe-haven* UST (*treasury*) *yield* masih bertahan pada level
historis rendah <2% dan emas belum beranjak turun dari level 1.700
sementara *cross rate* Euro/USD sebentar lagi menyentuh level resisten 1,32
dengan potensi *downside* sejalan dengan penguatan USD index.

Alkisah, *February Defect is on the way.*
CNBC:
*With Europe continuing to lurk in the background, the market could be
setting up for a retreat, a sentiment echoed even by those who think Wall
Street is on its way to a positive year.*
*"We’re starting to see some investors buy into the economic expansion,"
says Brad Sorensen, director of market and sector analysis at Charles
Schwab in San Francisco. "Investor sentiment for the short term has gotten
a little bit extended. February has not traditionally been a great month
for the stock market. We wouldn’t be surprised to see a little bit of a
pullback."*
*
*
*[image: Tweet +01-Welcome Feb Defect (06peb2012).gif]
*
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