In today's Briefing we previewed several key themes with our main focus on monitoring Fed speeches as we come out of what was a softer jobs report. Does this give the doves on the Fed more leverage to push for stimulus? We hear from the 3 prominent doves on the FOMC - Chairman Bernanke, Vice-Chairman Yellen, and NY Fed President Dudley. Do they give the market the signal that QE3 is on its way? If they do that helps spark an equities and commodities rally while weakening the USD. However, a failure to signal more stimulus is on its way can mean a further pullback in US equities and a risk aversion theme that would help the USD and JPY against higher yielders.