Feb. 11, 2026

January Jobs Report Beats Expectations Despite 900K Downward Revision

January Jobs Report Beats Expectations Despite 900K Downward Revision

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January jobs report beat expectations adding 130,000 jobs versus 55,000 forecasted with unemployment dropping to 4.3%, but benchmark revisions showed the economy added nearly 900,000 fewer jobs in 2025 than originally reported revealing a weaker labor market; Ford posted its worst quarterly earnings miss in four years with EPS 32% below expectations blaming $900M in tariff costs and supply chain disruptions while forecasting $4B-$4.5B in EV losses for 2026; Moderna fell over 10% after the FDA refused to review its flu shot application despite previously approving the study design, signaling tightening vaccine regulation; and Estee Lauder sued Walmart for selling counterfeit beauty products through third-party sellers on its marketplace.

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