Global News Update: February 11, 2026
Good morning. It is Wednesday, February 11th, 2026. Here is your Global Economy and Finance briefing.
All eyes are on the "Data Double-Feature" today. At 8:30 AM, the Bureau of Labor Statistics will release the highly anticipated—and delayed—January jobs report. Analysts are looking for a gain of roughly seventy thousand positions. This data is hitting simultaneously with the latest Consumer Price Index, creating a high-stakes moment for the Federal Reserve. These numbers will determine if the Fed’s current three-point-five percent rate hold remains appropriate or if a spring cut is necessary to prevent an economic chill.
On Wall Street, Big Tech is facing a "Capex Reality Check." While Amazon and Alphabet recently posted strong revenues, their staggering 2026 spending forecasts—totaling nearly four hundred billion dollars for AI infrastructure—have left investors wary of margin erosion. This "AI Squeeze" has shifted the spotlight to Cisco and Applied Materials, who report later today. Traders are searching for proof that this massive wave of spending is actually translating into hardware orders and sustainable growth.
Finally, Treasury yields have retreated to one-month lows. Following a weak retail sales report that signaled a holiday spending slump, the ten-year yield has dipped to four-point-one-five percent. This shift suggests that the market is already beginning to price in a more dovish path for the Fed, ahead of this morning’s critical inflation and employment data.
The data dam is breaking. Stay sharp.
