Societé Generale - "With all due respect to industrial production data in Sweden and Germany, and to Swiss CPI, the focus is on US payrolls. ADP and the weekly claims figures point to an above-consensus gain. And the ISM employment indices suggest the data could be excellent. SG's forecast is at the top end of the range. This should be dollar supportive. I'm going high in the office sweep and I hope to persuade everyone else that possibility of good data has bene over-hyped, and the smart money should bet for a low figure. That's my best chance of sweeping the pot! We remain long USD/JPY, short AUD/USD and short GBP/USD."