Today is only about the U.S. jobs report. The expectation is for 184,000 new jobs in the non-farm payrolls category and an unemployment rate of 7.5 percent. A bigger new jobs number and we won’t be waiting for Fed Chairman Ben Bernanke to give more clues on the end to the Federal Reserve’s bond buying program. Investors will go back to thinking September is the month and the dollar will rally. A worse number and the dollar is likely to sell off a little though not with the same velocity in the move as a positive number. After Wednesday’s Fed statement that asset purchases would continue, the dollar fell. But investor memory is notoriously short term and it is about buying or selling on expectation rather than waiting for something to happen and buying or selling after the fact. 0830 EDT is the time when investors get the biggest clue of all on what the Fed may do. It may even be the highlight of the week despite the Fed, the ECB and the BOE meetings earlier this week. One point to think about in the next four-and-a-half hours: The Fed must have a rough idea of what the number will be and given their statement Wednesday it will be interesting to see how close the number is to expectations.