The U.S. labor market is showing new momentum after a delayed January jobs report revealed a stronger-than-expected gain of 130,000 jobs. Nicole Bachaud says stabilizing trade policy and earlier rate cuts are rebuilding executive confidence, even as layoffs fade and unemployment appears to be leveling off. Jason England adds that a resilient economy and sticky inflation reduce the urgency for near-term rate cuts, while healthcare and construction remain strong and AI adoption could drive future productivity gains.