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Daily Market Commentary

February 11, 2026

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February 11, 2026

Bonds & Stocks
A much stronger-than-anticipated US jobs report lifted stocks on speculation that economic resilience will keep powering corporate profits. Treasuries fell as traders trimmed bets on Federal Reserve rate cuts this year. The equity advance signaled the S&P 500 will push closer to its all-time highs, with futures rising 0.6%. The yield on 10- year Treasuries climbed five basis points to 4.20%.

Economy
US payrolls rose in January by the most in more than a year and the unemployment rate unexpectedly fell, suggesting the labor market continued to stabilize at the start of 2026. Employers added 130,000 jobs last month and the unemployment rate declined to 4.3%, according to Bureau of Labor Statistics data out Wednesday.

World
Brazilian fintech AGI Inc. raised $240 million in a US initial public offering after reducing the size and price range of the deal on Tuesday. The company, known as Agibank, sold 20 million shares for $12 each, according to a statement Wednesday confirming an earlier Bloomberg News report.

The information represented herein was obtained from various sources, which we believe to be reliable. Neither the information presented nor opinions expressed constitutes an offer to buy or sell any security. And it is not intended to guide the investor on which securities to buy, or when to buy or sell.