Market Overview - US futures showed modest positivity in early morning trading, with the Dow Jones futures up 0.1%, indicating potential further record territory [1] - S&P 500 futures also increased by 0.1%, while Nasdaq 100 futures rose by 0.2% [2] Previous Market Performance - The Dow achieved its third consecutive record close, finishing up 52 points or 0.1% at 50,188 [3] - In contrast, the S&P 500 fell by 0.3% to 6,942, the Nasdaq decreased by 0.6% to 23,102, and the Russell 2000 lost 0.4% to close at 2,679 [3] Economic Indicators - The market is awaiting the delayed January non-farm payrolls (NFP) report, expected to show an increase of 66,000 jobs, up from 50,000 in December [7] - The dollar index (DXY) was down 0.1% at 96.72, reflecting a softer dollar ahead of the jobs report [5] Commodity Prices - Crude oil prices strengthened, rising by 2.1% to $65.32 per barrel of West Texas Intermediate [6] - Precious metals such as gold, silver, and copper also saw price increases [6] Analyst Insights - Market analysts suggest that a weak jobs report could influence Federal Reserve policy, with a 40% chance of an interest rate cut in March or April being priced in by the markets [7] - There is a noted divergence between the strong GDP growth rate of 4.4% for Q3 and the weakness in the jobs market, indicating potential economic concerns [8] - A weak NFP report followed by weak inflation data could push the Fed closer to a rate cut [9]

Core Viewpoint - The U.S. jobs report for January complicates President Trump's push for lower interest rates, as the data does not support further rate cuts by the Federal Reserve [1] Group 1: Jobs Data - The U.S. added 130,000 jobs in January, which is stronger than expected [1] - The unemployment rate decreased to 4.3%, indicating a tightening labor market [1] Group 2: Federal Reserve Stance - The Federal Reserve is likely to maintain interest rates during the March meeting, influenced by the recent jobs report and comments from voting officials [1] - President Trump has consistently advocated for rate cuts, despite inflation remaining above the Fed's 2% target [1] Group 3: Wage Growth - Wage growth showed signs of firming in January, further complicating the case for additional rate cuts [1] - The combination of job growth and wage increases suggests a resilient economy, which may deter the Fed from lowering rates [1]

ON. JONATHAN: MICHAEL GAPEN OF MORGAN STANLEY. GOOD TO SEE YOU.COME TO THE PROGRAM. IF I WAS CALLING YOU AS A CLIENT MY FIRST QUESTION WOULD BE, HOW MUCH CONFIDENCE CAN I HAVE IN THIS. IS THIS THE REAL DEAL. MICHAEL: I THINK IT IS LARGELY THE REAL DEAL.EVERYTHING YOU MENTIONED WAS COMPLETELY FAIR. BENCHMARK REVISIONS, BIRTH-DEATH , THERE ARE SEASONAL FACTORS IN THIS REPORT. DOES IT WIPE AWAY 170 THOUSAND PRIVATE PAYROLLS.PROBABLY NOT. IF TRUTH IS 90, I'M HAPPY WITH THAT NUMBER. 170,000, I THINK IT IS HARD T ...

🚨BREAKING: US UNEMPLOYMENT DROPS TO 4.3%U.S. unemployment fell to 4.3%, beating expectations of 4.4%.The US economy added 130,000 jobs in January, crushing expectations of 55,000.This was a much stronger-than-expected jobs report, all around the board. https://t.co/N7WVCQkqz8 ...

Stock Futures Pop After Stronger-Than-Expected January Jobs ReportCONCLUDED[Stock Market News From Feb. 11, 2026: Dow Snaps 3-Day Record Streak]Last Updated:---11 hours ago# Stock Futures Pop After Stronger-Than-Expected January Jobs ReportBy[Connor Smith]Stock futures jumped after the delayed January jobs report came in stronger than expected.Dow futures rose 0.3%. S&P 500 rose 0.4%. Nasdaq 100 futures rose 0.4%.The U.S. economy added 130,000 nonfarm jobs in January. Economists polled by FactSet forecast j ...

It doesn't matter what the jobs report says this morning.The Fed should be aggressively cutting interest rates.Deflationary forces are swallowing the US economy.Tick, tock. Tick, tock. ...

Core Viewpoint - The stock market is experiencing fluctuations as investors await the upcoming jobs report, with the S&P 500 struggling to surpass its previous closing high from January 27 [1] Group 1: Market Performance - The S&P 500 is down 0.1% and trading sideways, having reached a high of 6986.83, which would have marked its highest close on record [1] - The Nasdaq Composite is down 0.2%, frequently moving in and out of negative territory [1] - The Dow is poised to increase by 100 points, or 0.2%, building on the previous day's closing high [1]

The stock market rallied powerfully Friday while the Dow Jones index hit new heights. The delayed jobs report and CPI inflation data looms. ...

Joining us right now to talk about how today's jobs number impacts the Fed's rate plan, former Atlanta Fed President Dennis Lockhart. He's a professor at Georgia Tech. Good morning to you, sir.You saw the numbers. I don't know how much you take away from them at this point. How much you think even the Fed is looking at those numbers in terms of how it's going to impact their plans for 26 and beyond.>> Well, I agree with much of the commentary we heard earlier. I don't think this report changes much quite fr ...

The delayed November's jobs report is finally out. The US economy added 64,000 jobs during that month. The unemployment rate now up to 4.6%.>> We also got partial data from the delayed October report. 105,000 jobs were lost during that month. The unemployment rate was not published as the government shutdown disrupted that data collection. ...