Why the Next Jobs Report Carries Extra Weight  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

February 11, 2026   |   Read Online Not a fan of Fred? Unsubscribe here.   Markets Brace for a Key U.S. Jobs Report Why the Next Jobs Report Carries Extra Weight February 11, 2026 MorningBullets is the fastest way to catch up on the market and political news that matter most to your money. Quick takes, sharp insight, and curated opportunities—served fresh every weekday morning. Sponsored Content The Next Crypto Cycle Is Already Starting ETFs, corporate treasuries, and regulation are aligning. Our concise guide, Top 5 Digital Assets Set to Surge Through 2026, outlines where we think early opportunity sits, and how to act before the crowd. 📥 Access Your Free Report By following the links above, you're opting in to receive valuable updates from Wealthiest Investor News plus 2 bonus subscriptions. Your privacy is important to us. You can unsubscribe anytime. See our privacy policy for details. Privacy Policy Investors study fresh labor data as markets await direction. Good Morning, The next big test arrives with a closely watched U.S. jobs report. After weeks of mixed economic signals, investors are looking to this release for clarity on growth, wages, and the path of interest rates. Even small surprises could move stocks and bonds quickly. We break down what's expected, why markets care, and how this data could shape the next few weeks of trading. Trump's beef import order aims to lower U.S. meat prices, China's property slump deepens with a steep S&P‑predicted sales decline, and Stellantis absorbs a $26.5B EV strategic writedown as it scales back electric ambitions. Don't forget to voice your opinion in my polls below. Here are your Morning Bullets. – Truly yours, Fred Frost 📉 Yesterday's Market Recap Yesterday, the Dow notched its third straight record close at 50,188.14, up a modest 0.1%, while the S&P 500 and Nasdaq slipped 0.3% and 0.6% respectively, rattled by flat December retail sales data. Investors seem caught between celebrating milestones and fretting over signs of an economic slowdown. Here's what shaped the day. Dow's Record Streak: The Dow Jones climbed 52.27 points to a new high, marking its first three-day record run since October 2024. → MarketWatch Retail Sales Stagnation: December retail sales came in flat, missing expectations and fueling fears of cooling consumer spending. → CNBC Tech Sector Volatility: Nasdaq dropped 0.6% as Big Tech hyperscalers face scrutiny over massive AI capital expenditures. → StockTwits 📉 Daily Performance Snapshot Index/Asset Closing Value Change S&P 500 6,974.48 +9.66 (+0.14%) Nasdaq 23,265.40 +26.73 (+0.12%) Dow Jones 50,334.76 +198.89 (+0.40%) Gold 5,031.44 -1.99 (-0.04%) Crude Oil 64.22 -0.14 (-0.22%) Bitcoin 67,426.00 -1,498.00 (-2.17%) 10-yr Treasury Yield 4.136% -0.074 (-1.76%) 🔭 What to Watch Today Today's calendar is packed with events that could sway markets—from jobs data to Fed signals and geopolitical curveballs. Keep your eyes on these developments. January Jobs Report Release: Economists expect just 75,000 jobs added, a sharp drop from prior averages. A weak number could pressure the Fed for rate cuts. → ABC News Powell's Rate Cut Window: With labor and retail data softening, markets see a 47% chance of a cut by April. Watch for Fed commentary today. → Fortune McDonald's Earnings (Before Open): The fast-food giant reports amid consumer spending concerns. Results could signal broader retail trends. → Investors.com 💡 Opportunity Watch Amid the market noise, a few themes stand out for sharp investors. Whether it's AI infrastructure or undervalued sectors, here are actionable angles worth a closer look. Cloudflare (NET) on AI Tailwinds: Stock up 14% pre-market after a Q4 beat with 34% revenue growth, driven by AI demand. Could be a long-term play. → Benzinga GlobalFoundries (GFS) Buyback Boost: Shares rose 8% on a Q4 earnings beat and a $500M repurchase plan. Semiconductor resilience might offer value. → Seeking Alpha QXO Inc. Acquisition Play: Stock climbed 12% on a $2.25B deal for Kodiak Building Partners, expanding its market to $200B. Growth potential here. → Stocktwits Sponsored Content See What's Moving — Before Wall Street Does Our latest free report highlights stocks building momentum now — before they spike. Names like $SOUN, $LLAP, and $JOBY showed the same patterns we track. This is your shot to act before the next big mover. Free access ends soon. 📥 Claim the Free Report By clicking this link you will automatically be subscribed to the Fierce Investor Newsletter. 🔥 The Big Bullet A delayed U.S. jobs report is due Wednesday, and markets are bracing for it What happened: A key U.S. jobs report for January is scheduled to come out on Wednesday after being delayed. Traders are treating it like a big market event because it can move stocks, bonds, and the dollar fast. The report is expected to show how many jobs were added and what happened to the unemployment rate. It will also include details like wage growth, which hints at how strong worker pay is. A strong report can signal the economy is still running hot, while a weak report can signal slowing. Investors have been watching recent data closely because it has sent mixed signals about growth and inflation. That mix has made markets more sensitive to any "surprise" number in this release. For a plain-English preview of the setup, see why this January jobs report is being treated like a major market moment. Why it matters: The jobs report can shape what investors think the Federal Reserve will do next, even if the Fed does not mention it right away. If hiring and wages come in hotter than expected, markets may price in fewer rate cuts or later cuts. If the numbers look soft, markets may bet on easier policy sooner, which can lift stocks and push bond yields down. For conservative investors, this matters because big one-day swings can hit both stock prices and bond prices. A sharp move in yields can also change mortgage rates and borrowing costs for businesses. The report is also a confidence check: steady hiring suggests consumers can keep spending, while weaker hiring can raise recession worries. Either way, the first market reaction can be emotional, and later trading often corrects it as people read the details. CNBC's expectations rundown helps explain the key pieces, including payrolls and wages, in the delayed January jobs report preview and what economists are looking for. What's next: Watch the headline job gains, the unemployment rate, and wage growth first, because those tend to drive the fastest moves. Then watch revisions to prior months, since they can change the story even if the new number looks fine. Pay attention to how bond yields react in the hours after the release, because that often guides where stocks go next. Also watch which parts of the market move most—banks, homebuilders, and big tech can react very differently to rate expectations. If markets jump early, look for follow-through (or a reversal) later in the day as more traders digest the report. Short-term volatility is common around releases like this, especially when investors feel uncertain. If the report is a surprise, it may push investors to re-think whether the economy is overheating or cooling. Ahead of the release, markets have been trading near records, and that can make reactions sharper if the data disappoints; MarketWatch notes the mood in how the Dow was eyeing another record close as investors waited on fresh catalysts. How the monthly employment report is built, what the key numbers (like nonfarm payrolls, unemployment rate, and wages) mean, and why markets react. – Investopedia How the jobs report can trigger big swings in stocks, bonds, currencies, and commodities, and why traders pay so much attention to it. – North Penn Now The jobs report together with other major economic data (like inflation and GDP) and explains in simple terms how these numbers affect interest rates and investments. – Future Finance Lab Reader Feedback Last time, I asked you: Which best describes how you see this market move? The majority of you at 40% said "AI hype is hiding real problems in tech" Brandon from Nevada replied: "I think all the AI excitement is covering up real problems that tech companies still have." Here's what I'm asking you today: What do you think this week's jobs report will do to the market? Push stocks higher Pull stocks lower Cause a short jump, then fade Not sure / no strong opinion Other As always if your opinion is not here, or you want to throw your two cents at me, reply to the E-mail, and let me know your exact thoughts. 🧭 Policy & Market Ripples Robinhood's Crypto Woes: Shares tanked 7.5% after-hours on declining crypto trading revenue and a pricey 2026 spending outlook—retail risk appetite is cooling. → MarketWatch Bitcoin's Four-Year Cycle Crash: Down to $61,000 from a $126,279 peak, Bitwise CIO ties the slump to historical cycles and macro pressures like AI stock competition. → CNBC DHS Funding Deadlock: Senate stalls on DHS funding over ICE enforcement disputes; a shutdown looms by weekend if no clean resolution emerges. → Daily Signal 📜 This Day in History – February 11 February 11 is an engineer's holiday: light gets quantified, science gets institutionalized, operating systems get standardized, and invention becomes a formal economic engine. A tidy portfolio of how knowledge turns into capability. 1847 – Thomas Edison was born, later transforming R&D from lone tinkering into a scaled industrial process that produced both patents and markets. 1929 – Vatican City was established as a sovereign state, a geopolitical compromise that created one of the world's smallest but most symbolically influential jurisdictions. 1963 – NASA's "Group 3" astronauts were announced, formalizing the recruitment pipeline that would shape the agency's blended culture of engineering rigor and human performance. 1971 – The first edition of the *Unix Programmer's Manual* was published, codifying an operating system philosophy that would become the backbone of modern computing ecosystems. Today's Trivia Which situation best demonstrates opportunity cost? A) Choosing to attend college instead of taking a full-time job B) Receiving a raise at work C) Paying off a credit card balance D) Opening a savings account 87% of you chose the right answer to our previous trivia question: Which of the following is most likely considered an asset? Every time you borrow money, you're robbing your future self, – Nathan W. Morris Thanks for Reading. Stay Sharp. Stay Focused. Fredrick Frost Editor, MorningBullets   Update your email preferences or unsubscribe here © 2026 Morning Bullets 20 North Orange Ave. Floor 11 Orlando, Florida 32801, United States Terms of Service