Social•Feb 11, 2026
NFPs Surge Past Forecasts, yet 2025 Revisions Cut Million
#NFPs beat expectations by the most in 10 months - a 130K vs 40K expected. That said, revisions aggregated through 2025 have lowered the year's total by over 1 million https://t.co/p1pkqEWC57
By John Kicklighter
Social•Feb 11, 2026
January Jobs Spark Rate‑cut Doubts Despite Solid Hires
Analytically, the January U.S. jobs report supports competing views. The market reaction, however, was clear: traders have sharply dialed back expectations for a June rate cut. The big beat on January job creation, paired with a dip in the unemployment rate...
By Mohamed El‑Erian
Social•Feb 11, 2026
President's Attempt to Manipulate Job Data Failed
My menchies show a lotta distrust about the official jobs numbers right now. Lemme be clear: I don't believe there's *any* political meddling in these numbers. While the President has tried to mess with the BLS, he failed. I explain in...
By Justin Wolfers
Social•Feb 11, 2026
Global Payout Growth Outpaces US, Driving Valuations
And it’s not just global earnings that have been showing momentum. Payouts (dividends + buybacks) have been advancing as well, as companies near and far have become more shareholder savvy. The growth rate of payouts has been the primary driver...
By Jurrien Timmer
Social•Feb 11, 2026
Shareholder Rejects Netflix Deal, Backs Paramount Bid
Small Warner Bros. Discovery Shareholder Blasts ‘Flawed, Inferior’ Netflix Offer and Backs Paramount’s Hostile Bid — but Will It Matter? https://t.co/NGSPvAdqOW via @variety
By Todd Spangler
Social•Feb 11, 2026
Teciem Spins Off as Independent Firm After Apax Acquisition
Teciem Launches as Standalone Firm After Apax Acquires Finastra’s TCM Division - Fintech Schweiz Digital Finance News - FintechNewsCH https://t.co/8Q95tmVsv6 https://t.co/w4YfeaaFtC
By Oliver Bussmann
Social•Feb 11, 2026
2025 Job Growth Halved by New BLS Revision
Every year the BLS does a benchmark revision which incorporates new and more detailed information. This year's revision suggests that 2025 was a far worse year than earlier estimates suggested, and total job growth was less than half that suggested...
By Justin Wolfers
Social•Feb 11, 2026
Start with Familiar Use Case, Not Lofty Vision
Most founders position their products around their ultimate vision rather than what users can immediately understand. This is why so many brilliant products struggle to gain traction early on. Flo Crivello from Lindy shared a perfect case study with me:...
By Omer Khan
Social•Feb 11, 2026
Global Earnings Boom Ends S&P’s EAFE Uptrend
The earnings boom has gone global, with estimates in both EAFE and EM showing good momentum. The blue squiggles show estimates for the S&P 500 and the pink ones are for the MSCI EAFE index. The days of significant divergences...
By Jurrien Timmer
Social•Feb 11, 2026
Why Tailored Resumes Fail: The Resume Slop Problem
Most resumes today are professional, polished…and pointless. Issue #172 breaks down Resume Slop and why “tailoring” your resume isn’t working. If you’re optimizing and still not getting interviews, this one’s for you. Read it here: https://www.jobseekingishard.com/p/172-resume-slop
By Adam Karpiak
Social•Feb 11, 2026
Manufacturing Payrolls Rise, Private Jobs Surge, Unemployment Falls
First positive manufacturing payrolls in a very long time, private payrolls surging, UR down. The economy is re-accelerating https://t.co/sbUBFBA4SA
By Felix Jauvin
Social•Feb 11, 2026
Strong Payrolls Fail to Boost Dollar, Correlation Shifts
Tepid response of the Dollar to a big upside surprise in payrolls. The whisper number for consensus was weak, so this was a solid beat, yet USD is barely able to rise. We're on our way to the correlation switch...
By Robin Brooks
Social•Feb 11, 2026
US Backs Coal Revival as Indonesia Slashes Output
Two major coal developments in the last 24 hours. 1. White House announcing purchases and support to revive the industry 2. Indonesia just ordered the world's largest nickel mine to sharply cut output. They are also looking to cut coal production by...
By Quinn Thompson
Social•Feb 11, 2026
AI‑Native Mindset: Redefine Teams, Growth, and Assumptions
The Mental Shift Required In An AI-Native World In my second piece in Forbes, I explore how founders should rethink what it would mean to start their companies from scratch in an AI-native world. AI isn’t just a product or tooling shift,...
By Henri Pierre-Jacques
Social•Feb 11, 2026
One Sector Drives All US Job Growth, Others Lose
The U.S. job market is very unbalanced right now. One sector more than accounts for all jobs growth over the past year. The rest of the economy is shedding jobs. https://t.co/EGsnQj04uA
By Justin Wolfers
Social•Feb 11, 2026
North Korea's Inflation Hits 74.6%, World’s Third Highest
#NKWatch🇰🇵: Today, I measure North Korea’s inflation at 74.6%/yr. This makes North Korea the WORLD'S THIRD-HIGHEST INFLATOR. SUPREME LEADER KIM JONG UN = KILLING NORTH KOREA'S ECONOMY. https://t.co/iTKJhtxWvr
By Steve Hanke
Social•Feb 11, 2026
Strong Earnings, Modest Overvaluation—Boom, Not Bubble
This formidable earnings growth has allowed valuations to take a back seat for a change. While the 5-year CAPE ratio is up there at 32x, the n12m P/E multiple doesn’t seem too onerous at 22x, considering not only the earnings...
By Jurrien Timmer
Social•Feb 11, 2026
SaaS Must Evolve Into AI‑Powered Revenue Workflow Platforms
Is the SaaSpocalypse just a market correction or a crisis of defensibility? The pillars and moats we’ve leaned on for a decade are eroding in real-time: Systems of Action are no longer defensible. When anyone can use LLM + AI...
By Ray Rike
Social•Feb 11, 2026
Strong January Jobs, Lower Unemployment Boost USD Despite Cut Expectations
Jan jobs data better than expected and benchmark revision more or less in line. Unemployment rate ticks lower. $USD jump sold into quickly. Mkt still pricing in around two cuts this year.
By Marc Chandler
Social•Feb 11, 2026
Strong NFP Spurs Fed Pause, Dollar Gains, Market Pullback
NFP BREAKDOWN : Unemployment rate dropped to 4.3% while headline number crushed the expectations. In simple words , this was a much solid NFP all across the board. FED pause will continue. Profit taking in Gold , SPX , NASDAQ on reduced rate cut...
By tradeloq
Social•Feb 11, 2026
January Jobs Surge: Payrolls +130k, Unemployment at 4.3%
Payrolls rose a very healthy +130k in January, and unemployment fell a tick to 4.3 percent. Revisions subtracted -17k from the past two months, so not much there. This is the healthiest jobs report we've seen in a while. Keep your fingers...
By Justin Wolfers
Social•Feb 11, 2026
US Adds 130k Jobs, Unemployment Slips to 4.3%
NEW US JOBS DATA: Non-farm Payrolls: +130k Unemployment Rate: 4.3% (-0.1%) Prime Age (25-54) Employment-Population Ratio: 80.9% (+0.2%) Average Hourly Earnings: +0.4% Annual Benchmark Revisions: -898k
By Joseph Politano
Social•Feb 11, 2026
January Jobs Surge 130K, Beating Forecasts, Unemployment Dips
January Non-Farm Payrolls print at 130K vs expected 66K - previously 48K Unemployment holds ticks lower to 4.3% #NFP
By Michael Boutros
Social•Feb 11, 2026
BIS Chief Meets ECB to Discuss Current Economic Trends
Glad to welcome @BIS_org General Manager Pablo Hernández de Cos back to the @ecb today. We had a good discussion on the latest economic developments. https://t.co/NiOrDgbMRV
By Christine Lagarde
Social•Feb 11, 2026
Business Professionals Need Data Analysis Skills, Not Analyst Titles
I teach professionals data analysis. Not to be Data Analysts. Why? Because most analyses are conducted by business professionals, not IT. And with Copilot in Excel, that's only going to increase, not decrease.
By David Langer (Dave on Data)
Social•Feb 11, 2026
Promoters May Offload Up to 3% of Netweb Technologies
#BlockDeal | Sources say that promoters likely to sell up to 3% stake in #NetwebTechnologies via block deals
By Yogesh Mantri
Social•Feb 11, 2026
Trump's Blockade Halts Cuba's Jet Fuel Exports
#CubaWatch 🇨🇺: Thanks to Trump’s blockade, Cuba can no longer supply jet fuel to international airlines. Stay tuned. https://t.co/I5GxUM3wGq
By Steve Hanke
Social•Feb 11, 2026
Banks Poured $429B Into Steel; Capital Isn’t the Hurdle
"Between 2016 and mid-2023, 354 banks provided $429 billion to the 100 biggest steel producers, suggesting that finding capital isn’t the main challenge." https://www.bloomberg.com/news/articles/2026-02-11/banks-backing-green-steel-fund-false-solutions-report-says
By Akshat Rathi
Social•Feb 11, 2026
Europe Trades Russian Gas for US LNG, Risks New Dependency
“I think Greenland was a wake-up call. There is more talk [in Brussels] about replacing one dependency with another.” This is what I told the Wall Street Journal about Europe’s increasing dependence on US LNG following the end of Russian...
By Jan Rosenow
Social•Feb 11, 2026
USD Soft, JPY Squeeze Persists, Oil Spikes on Iran Tension
$USD is soft ahead of the delayed jobs report. Japanese markets were closed for a national holiday, but the dramatic short squeeze of $JPY continued. WTI is up ~2% as the US-Iran confrontation seems near a climax. ...
By Marc Chandler
Social•Feb 11, 2026
Pop Mart Rallies 50% with Minimal Short Covering
For those of you still watching where this bull-bear battle goes for Pop Mart, S3 Partners just said they have not seen much short covering despite the shares over 50% rally in less than a month through Tuesday https://t.co/oArFfDeiSH
By Charlotte Yang
Social•Feb 11, 2026
Emerging Economies Drive 80% of Electricity Growth
A new report shows that global electricity demand will increase at an average annual rate of 3.6% between 2026 and 2030. Emerging economies will account for nearly 80% of additional electricity consumption through 2030. More here: https://t.co/ZtTGSlWOMx https://t.co/dw82OPRKGw
By Damilola Ogunbiyi
Social•Feb 11, 2026
NEC Director Predicts Slightly Lower Jobs, NFP May Miss Forecast
https://t.co/k2T7oPbMh8 In an interview with CNBC on Monday (February 9, 2026), Kevin Hassett, the Director of the National Economic Council, advised markets to expect "slightly smaller job numbers" in the coming months. These remarks, have led many to speculate that the January...
By Boris Schlossberg
Social•Feb 11, 2026
Jobs Report Day Shows Record Forecast Divergence
Good morning and welcome to Jobs Report Day in the US. The consensus forecasts are for a monthly employment gain of 65,000, an unemployment rate of 4.4%, and a 3.7% annual increase in average hourly earnings. As we head into this release,...
By Mohamed El‑Erian
Social•Feb 11, 2026
India Plans to Lift Bank FDI Cap, Boosting Lending
India’s government is considering raising the foreign direct investment (FDI) cap for banks from 20% to 49%. SMART MOVE. MORE FDI = MORE BANK CAPITAL = MORE LENDING CAPACITY https://t.co/agaPK9vbzO
By Steve Hanke
Social•Feb 11, 2026
Nigeria's Inflation Surge Linked to Excess Money Supply
Nigeria’s inflation rate is DOUBLE NGA’s inflation target at 15.29%/yr. Nigeria’s money supply is growing at 15.19%/yr, ABOVE Hanke's Golden Growth Rate of ~11.83%-14.83%/yr, a rate consistent with Nigeria’s 6%-9%/yr inflation target. THE INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/367h7H4ytf
By Steve Hanke
Social•Feb 11, 2026
Fix Activation, Not Features, to End Plateaus
A plateau is not a failure. It means people are paying. Every month. They find enough value to stay. The problem isn't your product. It's your funnel. We found that only 25% of signups ever made their first post. That was the whole leak. Not...
By Luca Restagno
Social•Feb 11, 2026
Amazon Launches AI Content Marketplace, Shifting Arms Race to Licensing
Amazon wants to build an AI content marketplace. Publishers would upload their articles. AI companies would pay to train on them. This means less copyright risk, more profit sharing, and fewer lawsuits. The AI arms race is turning into a licensing war.
By Ask Dr. Brown
Social•Feb 11, 2026
AI Wins When CEOs Own the Strategy
AI isn’t failing because of technology. It’s failing because of leadership. Everyone keeps saying AI is a technology story. The data says otherwise. Boston Consulting Group (BCG)’s latest research shows a quiet but massive shift: AI has moved from the IT agenda to...
By Pascal Bornet
Social•Feb 11, 2026
Toyota‑Elliott Dispute over Toyota Industries Deal Lacks Key Financials
This @NikkeiAsia article just out on Toyota Group's "clash" with Elliott on the disposition of Toyota Industries is shameful. There are a bunch of very basic quotes. There is no mention of book value. There is no mention of the...
By Travis Lundy
Social•Feb 11, 2026
China's Consumer Inflation Cools, Producer Prices Keep Falling
China’s Consumer Inflation Eases, Producer Prices Stay in Decline The consumer-price index rose 0.2% from a year earlier in January, cooling from December’s 0.8% increase https://t.co/7xOyvC2ByN https://t.co/7xOyvC2ByN
By Jonathan Cheng
Social•Feb 11, 2026
Prioritize Simplicity, Shipping, Consistency, and Feedback for Success
Simple > Complex Shipped > Perfect Consistent > Viral User feedback > Your assumptions These 4 principles built every successful product I've made.
By Luca Restagno
Social•Feb 11, 2026
More Projects, Same Few Great Products: Building Is Hard
It seems like the number of things people claim they are building is up but the number of great products is roughly the same. I find this particularly interesting about what it means is actually hard.
By Suhail Doshi
Social•Feb 11, 2026
Ship Only What Users Actually Need, Backed by Data
The best teams ship what they can prove users need. User research turns opinions into evidence and protects you from confident guesses. Get the receipts on your users with Seena Labs — seenalabs.io
By Dr. Axali (Seena Labs)
Social•Feb 11, 2026
Goldman Sachs Gains Ground in Indian Deal Market
Goldman Sachs has played on the fringes of Indian dealmaking for years. A big push to take market share from its Wall Street rivals is starting to bear fruit https://t.co/wB4mwz8dvu Anto Anthony @ScanlanDavid
By Lulu Yilun Chen
Social•Feb 11, 2026
Markets Await Jobs Data to Gauge Fed Cut Prospects
Will stock markets find enough to like in US jobs data? It’s all about Fed interest rate cut expectations. #Jobs #NFP #StockMarket #Dollar #Fed #Macro #Trading https://t.co/UBCpyuHxhZ
By Ilya Spivak
Social•Feb 11, 2026
Clear Culture Unites Generations, Turns Competition Into Contribution
What if your workplace culture actually brought generations together instead of pulling them apart? This week on Generations at Work, Dr. Tim Elmore and William Vanderbloemen share practical wisdom for leading Gen Z, Millennials, Gen X, and Boomers on the same...
By Tim Elmore
Social•Feb 10, 2026
Investors See AI as New Core Platform Layer
Pavel (@pavelprata) mapped predictions from 132 investors. Common themes: 1. Autonomous AI as the Next Platform Layer 2. AI Infrastructure 3. AI Meets the Real World 4. Rebuilding Payments for an AI-Native Economy 5. AI Economics & Pricing https://t.co/0jsLI8PbFk
By Ryan Hoover
Social•Feb 10, 2026
Detroit Bridge Owner Lobbies Hours Before Trump Critic
SCOOP: Detroit Billionaire Owner of Ambassador Bridge Lobbied Administration, Met With Howard Lutnick Monday, Hours Before Trump Lambasted New Detroit-Michigan Gordie Howe Bridge w/ @tylerpager #cdnpoli https://t.co/A1JpN7GgU0
By Matina Stevis-Gridneff
Social•Feb 10, 2026
Impact Beats Tools: Solve a Problem Today
The tools don't matter. The framework doesn't matter. The stack doesn't matter. What matters: Did you solve someone's problem today? That's the only metric that counts.
By Luca Restagno