The news ended a rally that began in the middle of last week to lift stocks off their five-year lows.
Futures-related trading lifted blue-chip stocks in early activity, market analysts said.
The number would have to undershoot by a much bigger margin - say, 70,000 below the consensus - to lift stocks and bonds, he said.
The volatility in the international currency markets helped the domestic stock market, lifting stocks.
However, the oil-price drop lifted stocks of transportation companies, particularly airlines.
The shifting capital flows, however, are enhanced by a flood of new money that is likely to lift European stocks over all, experts say.
Wall Street got back on track yesterday, lifting stocks sharply in heavy trading.
Markets A stronger dollar and good earnings reports did little to lift stocks.
On Monday, optimism about coming earnings reports helped to lift stocks in sectors like technology and financial services.
Those surprises helped lift other retail stocks, many of which have underperformed the market this year.