#USNonFarmPayrollReport

🚨 24 HOURS. TWO EVENTS. ONE MARKET RESET. 🚨

Friday, Jan 9, 2026, could mark a turning point. Markets are heading into a tight window where sentiment can flip fast — with stocks, bonds, and the dollar all in play.

Here’s what’s about to drive the tape 👇

⏰ 1) US Jobs Data — 8:30 AM ET

December Non-Farm Payrolls drop first.

Expectations are already low at ~70K jobs, which makes surprises far more powerful.

• Miss → Growth fears return, rate-cut bets surge

• Beat → Fed stays restrictive, risk assets feel the heat

This number alone can change the day’s direction in minutes.

⚖️ 2) Supreme Court Tariff Verdict

This is the headline risk nobody can price perfectly.

The ruling on emergency tariff powers carries direct inflation and policy consequences.

• Tariffs stay → Inflation pressure lingers, USD holds strength

• Tariffs gone → Equity bounce, fast repricing across rates

Macro expectations hinge on this decision.

📉 Market Setup

With the S&P 500 near 6,920, price action is compressed.

That usually ends one way:

Expansion. Either higher — or violently lower.

⚠️ Volatility window opening

⚠️ Positioning matters more than conviction

Are you defensive… or leaning into the move?