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Stock impact report

The abysmal February jobs report shatters hopes of a labor market recovery for 2026 and leaves the Fed ‘between a rock and a hard place' [Fortune]

Morningstar, Inc. (MORN) 
Company Research Source: Fortune
Recommended Video The unemployment rate rose to 4.4%, and December's surprisingly good report was also revised into negative territory, meaning payrolls have now contracted in two of the last three months. Heather Long, Navy Federal Credit Union's chief economist, pointed out the U.S. economy has now lost jobs on net since April 2025. From last May through last month, total payroll change stands at -19,000. “Companies are not hiring in the face of all of these headwinds and uncertainty,” she wrote on X . “And even healthcare is starting to slow down.” The one-engine economy loses its engine For the better part of the last year, the U.S. labor market has tiptoed into stability on a narrow base. A San Francisco Fed analysis published in January found that education and health services had driven almost all sustained job growth in 2025, while every other major sector sat flat or declined. In February, it seems, that narrow base itself has evaporated. Health care shed 28,000 jo Show less Read more
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