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Is the US economy creating any jobs? Is inflation really slowing? Investors are about to find out
A wobbling U.S. jobs market was the Federal Reserve’s biggest worry last fall. Now the focus appears to have shifted back to stubborn inflation. Investors will get twin reports this week on employment and consumer prices that will help set the stage for when the Fed cuts interest rates this year — if it reduces them at all. The central bank cut a key U.S. interest rate three times toward the end of 2025 in response to rising unemployment and a big slowdown in hiring. The Fed wanted to make sure the labor market didn’t get any worse. Missioned accomplished? Hiring partly recovered in the final two months of 2025 ... (full story)
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DonFF
Feb 10, 2026 5:26am
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From terrabullmarkets.com | Feb 10, 2026
Markets have one eye on inflation, but tomorrows US jobs report is the real trigger that could flip the Fed narrative and send rates, the dollar, and risk assets lurching in seconds. Tomorrows US jobs report lands at an awkward moment for markets. Investors are trying to decide whether the US economy is merely cooling toward trend, or if the labor market ...
This week sees a belated US jobs report, arriving at a time when markets face significant uncertainty over what the Fed will prioritise in the near future. Weakness in the labour market could strengthen calls for easing, despite concerns that Warsh may adopt a more hawkish stance. However, the apparent push for a Fed-Treasury accord has raised questions ...