Xin Lang Cai Jing·2026-02-11 21:56Group 1: U.S. Economic Indicators - U.S. non-farm payrolls recorded the largest increase in over a year, with employers adding 130,000 jobs and the unemployment rate dropping to 4.3% [8][25] - The previous year's data was revised, showing an average of only 15,000 new jobs per month, significantly lower than the initially reported 49,000 [25] - Strong employment data has led traders to push back expectations for the Federal Reserve's interest rate cuts from March to July [8][15] Group 2: Federal Reserve Predictions - TD Securities has revised its forecast for the next Federal Reserve rate cut from March to June, expecting a total of 75 basis points reduction this year [15][31] - The anticipated policy easing is not due to worsening economic conditions but rather a normalization of monetary policy as inflation approaches target levels [32] Group 3: Corporate Developments - Google is integrating AI shopping features into its search engine and Gemini chatbot, allowing users to purchase products directly through AI-driven responses [10][27] - Apple faces delays in launching new features for its Siri virtual assistant, with updates originally planned for March now potentially pushed to May or September [12][29] Group 4: Tariff Revenue and Fiscal Health - U.S. customs tariff revenue surged to $30 billion in January, with a cumulative total of $124 billion for the fiscal year, marking a 304% increase compared to the same period in 2025 [18][34] - The fiscal deficit for January was approximately $95 billion, a decrease of about 26% year-over-year, with the total deficit for the fiscal year so far at $697 billion, down 17% from the previous year [18][34]