the report suggests that labor markets remain in a strong position for now, with full employment or close to it although the quality of the data continues to pose challenges

#USNFPBlowout
US labor market in January: a great start for 2026 after a weaker 2025

At the beginning of this year, labor markets surprised us significantly. The January report shows a spectacular increase of 130,000 jobs. Once again, the healthcare sector led hiring, with 82,000 new jobs.

The categories potentially affected by AI had mixed results: information (-12,000) and financial services (-22,000) recorded declines, while business services saw a solid increase of 34,000.

Construction also showed strength, with an increase of 33,000 jobs, and the manufacturing industry met what the data on orders and confidence suggested: a modest increase of 5,000 after months of losses. Strong hiring was also reflected in the unemployment rate, which fell from 4.4% to 4.3%.

Combined with a rebound in the participation rate from 62.4% to 62.5%, the report sends a very clear signal. The solid headline figure comes alongside the final revisions for 2025, indicating that only 181,000 jobs were created last year, instead of the previously reported 584,000.
$DUSK
{spot}(DUSKUSDT)
$BANANAS31
{spot}(BANANAS31USDT)