Good morning and welcome to August. Here's what you need to know. 1. Jobs Day. The consensus among analysts is for nonfarm payrolls to hit 230,000. Nomura sees it coming in a bit higher, at 255,000. "With the six-month moving average of payroll growth already at 231k in June, the largest since early 2006, incoming data on the labor market in July suggest that conditions continued to improve.

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