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News · ■ Mixed · 2 sources confirmed · 2026-09-26 01:22 UTC

Tech stocks rally while bonds sell off as investors look ahead to jobs report

Why now

Thesis: Market waits on jobs data before committing direction

Catalyst to watch: Jobs report surprise on payrolls or wages

Main risk: Hot jobs print reverses the tech rally

Why it matters

Tech strength alongside bond selling implies rising yields are being tolerated for now, but the upcoming jobs report is the real driver of both legs.

Related assets & topics

JobsNasdaq 100 ETF · QQQ20Y+ Treasury ETF · TLTS&P 500 ETF · SPY

Sources

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