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Jobs Number Playbook


Stocks meandered this week because investors were reluctant to make a move before the big jobs report Friday. What's the trade as the big number hits?

Following are three scenarios you might find yourself in Friday morning and how to trade

Jobs Number Playbook

Jobs Number: In-Line (+100k)
Consumer Stocks - Neutral
Financial Stocks - Good
Commodity Stocks - Good

Jeff Macke says if the jobs number comes in around 100K stay the course in consumer stocks. It also means the Fed will likely cut rates.

Tim Seymour thinks this scenario is good for banks and commodities.

Jobs Number: Strong (+150k)
Consumer Stocks - Good
Financial Stocks - Bad
Commodity Stocks - Bad

Dylan Ratigan explains under this scenario a rate cut is much less likely.

Tim Seymour explains commodities stocks rallied on the belief that easing is here to stay. A strong jobs numbers puts that in jeopardy.

Jeff Macke says a strong jobs number is needed for a strong Holiday sales in retail.

Jobs Number Weak (0 Or Negative)
Consumer Stocks - Very Bad
Financial Stocks - Neutral
Commodity Stocks Bad

Tim Seymour says a job contraction for the second month in a row could suggest a trend.

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Trader disclosure: On Oct 4, 2007, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders: Macke Owns (ATI); Najarian Owns (ENER), (RIMM): Finerman Owns (COV), (GS),: Finerman's Firm And Finerman Own (HD): Finerman's Firm Owns (JNJ), (PSS), (KSS), (BEAS), (BWS), (COP), (NYX), (NMX), (VMSI): Finerman's Firm Owns S&P 500 Puts: Finerman's Firm Owns Russell 2000 Puts; Seygem Asset Management Owns (AA), (VIP), (GLD): GE Is The Parent Company Of CNBC