Jobs🔴 high impact

February Employment Situation (NFP): -92K jobs vs 56K jobs expected (below expectations)

DISASTER — Economy lost 92,000 jobs (vs +56K expected). Unemployment jumped to 4.4%. January revised down to +126K. Worst jobs print since the pandemic era.

Actual
-92K jobs
Expected
56K jobs
Result
below expectations

📊 Results

Actual Reading

-92K jobs
Expected: 56K jobs
Prior: 126K jobs

Market Reaction

SPY -2.1%, NASDAQ -2.8%, BTC -5.3%. Oil spiked on Iran tensions same day. Fear & Greed hit 12 (Extreme Fear). 10Y yield crashed to 4.05%.

💡 Key Takeaway

Shockingly negative. Government layoffs (DOGE cuts) + tariff uncertainty crushing hiring. Combined with hot inflation data = full stagflation alarm. Rate cut odds whipsawed — bad for stocks but potentially good for bonds.

📖 Why This Matters

The Employment Situation report, commonly known as the Jobs Report or NFP (Non-Farm Payrolls), provides crucial insights into the health of the U.S. labor market. Released monthly by the Bureau of Labor Statistics, it includes non-farm payroll changes, unemployment rate, and wage growth data. This data is vital for Federal Reserve policy decisions, as employment is one half of the Fed's dual mandate alongside price stability.

February Employment Situation (NFP) actual vs expected

Release dateFriday, March 6, 2026 at 08:30 ET
Event typeJobs
Actual-92K jobs
Expected56K jobs
Prior126K jobs
Expectation surprisebelow expectations

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FAQ

What was the February Employment Situation (NFP) result?

February Employment Situation (NFP) came in at -92K jobs versus 56K jobs expected, below expectations.

How did markets react to February Employment Situation (NFP)?

SPY -2.1%, NASDAQ -2.8%, BTC -5.3%. Oil spiked on Iran tensions same day. Fear & Greed hit 12 (Extreme Fear). 10Y yield crashed to 4.05%.

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