Group 1 - The jobs report for January exceeded Wall Street expectations, providing a temporary boost to stock markets [1] - Despite the positive stock market reaction, the report contained disappointing data for many unemployed Americans seeking work [1]

From New York City for viewers worldwide, I'm Scarlet Fu. The new one hour edition of Bloomberg Real Yield starts right now. Coming up, traders adding to rate cut bets on the heels of weaker than expected jobs data.We'll be getting insight from Oksana ARONOFF of JPMorgan Asset Management and Jeff Sherman of DoubleLine Capital. And a sell off in software debt pushes billions of dollars of loans into distressed territory. We begin with the big issue, the health of the US economy.We haven't yet really seen a t ...

Core Viewpoint - The US jobs report for January 2026 has been delayed due to a government shutdown, which will impact the release of crucial labor market data following a year of weak job growth [1][2][3] Group 1: Jobs Report Delay - The Bureau of Labor Statistics (BLS) announced that the January 2026 jobs report, initially set for release on February 6, 2026, will be rescheduled once federal funding resumes [2][3] - Data collection for the jobs report has been completed, but the ongoing government shutdown has necessitated the delay [2][3] - The year 2025 saw the addition of only 584,000 jobs, marking the weakest job growth since 2020, compared to 2 million jobs added in 2024 [2] Group 2: Government Shutdown Context - The federal funding lapse occurred due to a congressional standoff over Immigration and Customs Enforcement (ICE) restrictions following recent incidents involving federal agents [4] - The Senate has passed measures to fund government agencies through September, but House Democrats have not guaranteed support for the funding measure [5] - The Republican House speaker has expressed confidence that House Republicans can secure enough votes to reopen the government by Tuesday [5]

Group 1 - The market is currently optimistic about potential Federal Reserve interest rate cuts, but the recent jobs report may not prompt immediate action in January [1] - In November, a total of 64,000 jobs were created, following a loss of 105,000 jobs in October, with 162,000 of those being government jobs [2] - The unemployment rate increased significantly from 4.44% in September to an unrounded 5.64% in November, indicating a concerning trend over the two-month period [3] Group 2 - The labor force grew by 323,000 over the two months, but the data lacks clarity on how many individuals were hired or fired during this period [4] - The Labor Department reported a stronger than normal response in the establishment survey for job creation, while the household survey showed a weaker than normal response for the unemployment rate [5] - Overall, the trend is not strongly negative, as there was a rebound in job creation after a poor October, but further analysis will depend on December's numbers [6]

Now to the economy. Mixed signals from a long-awaited jobs report sewing confusion within an already divided Federal Reserve casting doubts about the outlook for December. Meanwhile, Vice President JD Vance striking a new tone when it comes to the economy, pleading for patience as millions of Americans grapple with a growing affordability crisis.>> That there's a lot more work to do. And the thing that I'd ask for the American people is a little bit of patience. And as much progress as we've made, it's goin ...

With the government shutdown stopping surveys, the U.S. might never see October’s jobs report—leaving investors and economists in the dark. https://t.co/n1liDWwJFc ...

Government Shutdown Probability & Duration - The analyst estimates a 70% probability of a government shutdown, lower than the 90% perceived by Hill staff [1][2] - The duration of the shutdown is the key question, impacting the market and economic data releases [4] - The analyst anticipates a short-lived shutdown [8] Political Dynamics & Key Players - The meeting with the president is considered unproductive due to too many participants; focus should be on Leader Thun and Leader Schumer [4] - Senator Thun is crucial for Senate negotiations, needing 10-20 Democratic votes to pass a resolution [6][7] - Leader Johnson has the votes to pass a short-term continuing resolution in the House [6] Impact on Economic Data & Market Reaction - The release of the Bureau of Labor Statistics (BLS) employment data on Friday is critical for investors [8] - The White House has the functional ability to release the BLS data, making it a political choice [12] - Concerns exist regarding data publication integrity, given the BLS commissioner's dismissal and perceived executive influence [14] - The bond market is heavily focused on the jobs data for insights into interest rates [15]

The jobs report proves the Fed is behind the curve again.They should cut 50 basis points or more in September. https://t.co/ZmIXCLNbQI ...

Key Topics - Discussion on markets, jobs report, and crypto impact is scheduled [1] - Conversation with @BunchuBets about Billy Bets, their $1 million raise, and AI x sports betting via prediction markets is planned [1] Company & Investment - Billy Bets secured $1 million in funding [1] - Billy Bets focuses on AI x sports betting via prediction markets [1] Event Details - Live show at 10 am ET [1] - Discussion includes sports prediction markets, market report, and daily news [1] - A giveaway is planned [1]

Today is the biggest macro day of the month.🇺🇸 Non-Farm Payrolls & Unemployment Rate release:- Weak jobs + higher unemployment → Risk assets pump (crypto & stocks)- Strong jobs report → Fed likely delays cutsGET READY FOR VOLATILITY! https://t.co/xBfN3V1BT7 ...