Proactive macro watch · Post-release settlement update · Release day

September 2026 Jobs Report: 29,000 Jobs Added

The BLS released the September 2026 Employment Situation on Friday, October 2, 2026 at 8:30 a.m. ET: payrolls rose 29,000, the unemployment rate ticked up to 4.2%, and July and August were revised down by a combined 60,000. Polymarket's two event boards converged to the print, and the October Fed board repriced toward a hold.

Published July 21, 2026 · Updated October 2, 2026 · Release shipped · Next planned refresh: settlement confirmation (~October 5–6), then pre-release check for November 6

The answer first

The September 2026 U.S. jobs report, released Friday, October 2, 2026 at 8:30 a.m. ET, reported +29,000 nonfarm payroll jobs (preliminary; the BLS called the change "little") and the unemployment rate ticked up to 4.2% from 4.1%. Labor force participation rose to 61.8%, average hourly earnings edged up 5 cents to $37.81 (+0.1% on the month, +3.0% over the year), and the two prior months were revised down by a combined 60,000 (August +162,000 → +133,000; July +21,000 → -10,000). At an October 2, 2026 post-release snapshot (14:16 UTC), both Polymarket events pinned the official outcomes — the 4.2% rate bucket and "add 0–50k" jobs bucket at 99.95¢ each — with about $62,523 in combined volume while formal settlement was still pending. The next jobs report is Friday, November 6, 2026.

Official September 2026 results — released October 2

The Bureau of Labor Statistics published the September Employment Situation (USDL-26-1549) at 8:30 a.m. ET on Friday, October 2, 2026. Figures below come from the official release text and BLS public data series retrieved October 2, 2026 (~14:16 UTC); payroll estimates are preliminary and subject to revision.

Nonfarm payrolls: +29,000

Total nonfarm employment changed little in September, up 29,000 (preliminary) to 159,044,000 — versus a +45,000 average monthly gain over the prior 12 months. All major industries changed little over the month.

Unemployment rate: 4.2%

Up from 4.1%; the rate has stayed inside a narrow 4.1%–4.3% band since March. The number of unemployed people was 7.1 million. The jobless rate for Black workers rose to 7.0%; other major worker groups showed little change.

Revisions: -60,000 combined

July was revised down from +21,000 to -10,000 (-31,000) and August from +162,000 to +133,000 (-29,000). Two months of previously reported payroll growth were cut by 60,000 jobs in one release.

Wages and hours

Average hourly earnings rose 5 cents (+0.1%) to $37.81, up 3.0% over the year; the workweek held at 34.4 hours. Participation ticked up to 61.8% and the employment-population ratio was 59.2%.

Industry detail. Health care kept trending up but slowed (+17,000 versus a +33,000 twelve-month average; ambulatory care +13,000, hospitals +12,000, nursing and residential care -9,000). Construction added 11,000 and manufacturing 9,000 — manufacturing is up 72,000 since its December 2025 low. Financial activities shed 7,000 and is down 129,000 since its May 2025 peak, mostly in insurance. Long-term unemployment (27 weeks or more) was 1.9 million, 27.1% of all unemployed.
Source: BLS Employment Situation Summary for September 2026 (USDL-26-1549), October 2, 2026; cross-verified via the BLS public data API (series CES0000000001, LNS14000000, LNS11300000, CES0500000003) retrieved October 2, 2026. The release states the next Employment Situation (October data) publishes Friday, November 6, 2026, 8:30 a.m. ET.

Post-release market board (October 2, 14:16 UTC)

Within about 90 minutes of the release, both Polymarket events repriced to the official print and pinned the two winning buckets at the top of the displayed range while still open — formal settlement had not yet been recorded at the snapshot time.

4.2% bucket: 99.95¢

The September Unemployment Rate event traded the 4.2% contract at 99.95¢ with every other bucket at 0.05¢ — matching the official rate tick-up. Event volume reached $36,234 with $97,601 liquidity across nine contracts.

"Add 0–50k": 99.95¢

The payroll event's "add between 0 and 50k" contract traded at 99.95¢ after the +29,000 print. Volume $26,289 with $85,231 liquidity across seven contracts; the event lists an October 3 end time.

$62,523 combined volume

Combined volume across the two events at the snapshot — a smaller release-day book than August's $121,408, in line with the softer pre-release interest in this cycle.

Settlement pending

Neither event was recorded as resolved at the 14:16 UTC snapshot. A settlement confirmation check is planned for ~October 5–6, mirroring the September 7 check that confirmed the August events.

Post-release displayed boards — top contracts

EventLeading contractYESContract volumeEvent volumeEvent liquidity
September Unemployment Rate4.2%99.95¢$6,588$36,234$97,601
How many jobs added in SeptemberAdd 0–50k99.95¢$4,118$26,289$85,231
All other 14 displayed buckets0.05¢—Both events open; not yet resolved
Convergence, not settlement. These prices show the boards pinned to the two official outcomes roughly 90 minutes after the release; formal resolution is a separate provider step. No pre-release snapshot of these two events was recorded on this hub, so the tables above are the first capture — displayed cents are not clean probabilities and snapshots are not live quotes.

What the September print did to October FOMC odds

The October 27–28 FOMC meeting is the next scheduled policy decision after this report, and its Polymarket board repriced around the release.

No change: 83.50¢

The October Fed event traded "no change" at 83.50¢ (bid/ask 83 / 84) at the 14:16 UTC snapshot — up from roughly 36.5% on this site's September 26 pre-report snapshot.

+25 bp: 15.50¢

A 25 basis-point hike slipped to 15.50¢ (bid/ask 15 / 16) — it had been the favorite at about 62.5% on September 26, before the weak payroll print and the -60,000 revision.

$23.4M traded

The October Fed event has cumulative volume of $23.4M with about $2.8 million in liquidity — by far the largest board connected to this data drop.

CPI comes first

September CPI releases October 14 — another input before the meeting. The Fed weighs inflation, activity, and financial conditions alongside employment.

Snapshots, not a forecast. The pre-report (September 26) and post-report (October 2) readings bracket the release; other news can move the board too. Prices are point-in-time displayed cents, not probabilities or advice. The September 15–16 meeting ended in a 25 bp hike to 3.75%–4.00% (12–0).

Pre-release market snapshot (August 31, 14:05 UTC)

Two active Polymarket event groups were verified open on August 31, 2026 at ~14:05 UTC, four days before the release. The tables below are kept as the pre-release baseline; figures are displayed prices and contract volumes at that moment, not live quotes.

$53,163 combined volume

August Unemployment Rate: $22,239. How many jobs added in August: $30,924. Liquidity was $6,719 and $11,502 respectively — modest boards that can move quickly.

15 open contracts

Nine unemployment-rate buckets (≤3.8% through ≥4.6%) and six payroll-change buckets (lose >50k through add ≥150k). Both events remained open and unclosed.

Rate: 4.1%–4.2% cluster

4.1% traded at 32¢ and 4.2% at 32.5¢ — together about 64.5¢ of displayed YES. The market prices a hold-or-tick-up outcome over a drop below 4.0% (about 18.9¢ combined).

Payrolls: no majority bucket

"Add 0–50k jobs" led at 25.5¢, but the two negative buckets summed to about 28¢ after July's -23,000 print. The board leans modestly positive without conviction.

August Unemployment Rate — displayed board

Outcome bucketYESBid / AskContract volume
4.1%32¢31 / 33$7,024
4.2%32.5¢31 / 34$5,745
4.3%14¢12 / 16$3,480
4.0%13¢12 / 14$3,046
4.4%6.5¢2 / 11$673
4.5%5.5¢1 / 10$479
3.9%4.45¢1.9 / 7$743
≥4.6%3¢1 / 5$510
≤3.8%1.45¢1 / 1.9$551

How many jobs added in August — displayed board

Outcome bucketYESBid / AskContract volume
Add 0–50k25.5¢25 / 26$13,952
Add 50–100k21¢15 / 27$4,266
Lose >50k14.65¢13.5 / 15.8$4,871
Add 100–150k16.9¢14.1 / 19.7$3,361
Lose 0–50k13.3¢9.8 / 16.8$2,926
Add ≥150k5¢3 / 7$1,547
Read the boards correctly. The nine displayed rate buckets summed to 112.4¢ and the six payroll buckets to 96.35¢ at the snapshot — mutually exclusive outcomes do not have to sum to 100¢, so displayed cents are not clean probabilities. Volume is also not probability: the 4.1% bucket carried the most rate-side volume ($7,024) while trading slightly below 4.2%. Snapshots are timestamped; live reads are not.

Official August 2026 results — released September 4

The Bureau of Labor Statistics published the August Employment Situation at 8:30 a.m. ET on Friday, September 4, 2026. Figures below come from official BLS data series retrieved September 4, 2026 (~14:00 UTC); payroll estimates are preliminary and subject to revision.

Nonfarm payrolls: +162,000

Total nonfarm employment rose to 159,075,000 (seasonally adjusted, preliminary) from July's 158,913,000 — a gain of 162,000 jobs, versus July's initially reported -23,000.

Unemployment rate: 4.1%

Unchanged for a second straight month (July 4.1%, June 4.2%). Household employment rose 569,000, and the labor force participation rate increased to 61.6% from 61.4%.

July revised up: +21,000

July payroll growth was revised from the initial -23,000 to +21,000 (June 158,892,000, July 158,913,000) — a net upward revision of 44,000 that erases July's negative print.

Average hourly earnings: $37.75

Average hourly earnings for private employees rose about 0.3% on the month (from $37.65 to $37.75, preliminary). The report lands a week before the September 11 CPI release.

Source: U.S. Bureau of Labor Statistics public data series (CES0000000001 nonfarm payrolls, LNS14000000 unemployment rate, LNS11300000 participation, CES0500000003 average hourly earnings), retrieved September 4, 2026 after the 8:30 a.m. ET release. August and July payroll estimates are marked preliminary by the BLS. Revised October 2, 2026: August +162,000 → +133,000 and July +21,000 → -10,000 — a combined -60,000 revision to the two months.

Post-release market board (September 4, 14:03 UTC)

Within about 90 minutes of the release, both Polymarket events repriced to the official print and pinned the two winning buckets at the top of the displayed range while still open — formal settlement had not yet been recorded at the snapshot time.

4.1% bucket: 99.95¢

The August Unemployment Rate event traded the 4.1% contract at 99.95¢ with every other bucket at 0.05¢ — matching the unchanged official rate. Event volume reached $45,808 with $172,471 liquidity.

"Add ≥150k": 99.95¢

The payroll event's "at least 150k" contract traded at 99.95¢ after the +162,000 print; the previously favored 0–50k bucket (which held $30,527 of volume) fell to 0.05¢. Volume $75,599, liquidity $44,242.

$121,408 combined volume

Combined volume more than doubled from $53,163 on August 31 to $121,408 on release day, with 15 contracts still displayed across the two events.

Settlement pending

Neither event was recorded as resolved at the 14:03 UTC snapshot (the payroll event lists a September 5 end time). A settlement confirmation check is planned for ~September 7–8.

Post-release displayed boards — top contracts

EventLeading contractYESContract volumeEvent volumeEvent liquidity
August Unemployment Rate4.1%99.95¢$11,134$45,808$172,471
How many jobs added in AugustAdd at least 150k99.95¢$6,415$75,599$44,242
All other 13 displayed buckets0.05¢—Both events open; not yet resolved
Convergence, not settlement. These prices show the boards pinned to the two official outcomes roughly 90 minutes after the release; formal resolution is a separate provider step. Compare with the August 31 tables above: a split 4.1%/4.2% cluster and a no-majority payroll board compressed into single-bucket certainty once the print was public.

Official July 2026 report — the baseline, now revised

The August print was initially measured against the July first release (USDL-26-1291), which showed a softening but not collapsing labor market. On September 4 the BLS revised July payroll growth up to +21,000 from the initially reported -23,000. Key data points from the July first release, with the revision noted:

Nonfarm payrolls: -23,000 → +21,000 → -10,000

Initially reported as changed little at -23,000, with declines in local government education (-50,000), retail trade (-19,000), and financial activities (-14,000) offsetting a continued uptrend in health care (+22,000). Revised to +21,000 on September 4, 2026, then cut again to -10,000 in the October 2, 2026 revision — the second negative swing for this month.

Unemployment rate: 4.1%

Changed little from June. The number of unemployed people was 6.9 million. Both measures also changed little over the year. The labor force participation rate was 61.4%, down 0.7 percentage point since January.

Temporary layoffs rose

The number of people on temporary layoff increased by 153,000 to 921,000 in July. Permanent job losers changed little at 1.7 million. Long-term unemployed edged down to 1.8 million (25.5% of all unemployed).

Participation: 61.4%

The employment-population ratio was 58.9%, down 0.5 percentage point since January. People employed part time for economic reasons changed little at 4.8 million.

Source: U.S. Bureau of Labor Statistics, Employment Situation Summary for July 2026 (USDL-26-1291), released August 7, 2026. First-release figures shown; the September 4, 2026 revision lifted July payrolls to +21,000, and the October 2, 2026 revision cut them to -10,000 (series CES0000000001).

Polymarket market resolution: July report

Two Polymarket event groups tied to the July Employment Situation both resolved after the August 7 release. The unemployment event correctly settled the 4.1% bucket, and the payroll event resolved to the negative-jobs bracket.

July Unemployment Rate — RESOLVED

The event resolved to the 4.1% bucket, consistent with the BLS first-release U-3 rate. Rules specified the seasonally adjusted rate in Table A-15, one-decimal precision, and the first release rather than later revisions. The event contained nine outcome markets from ≤3.9% through ≥4.7%.

View resolved event →

How many jobs added in July — RESOLVED

The event resolved to the below-zero bucket ("Will the US lose jobs in July?"), consistent with the -23,000 first-release print. The event had six payroll buckets from negative through 200,000+, with boundary ties assigned to the higher range. Total event volume was approximately $38,000.

View resolved event →

September 4 events: resolution confirmed

Both Polymarket event groups that covered the August Employment Situation formally resolved after the September 4 release. A read-only Gamma check on September 7, 2026 confirmed each event closed with the winning bucket matching the published print. New labor-market events for the next release typically appear in the last week of each month.

August Unemployment Rate — RESOLVED

Rules specified the seasonally adjusted U-3 rate, one-decimal precision, and the first release — which printed 4.1%. The event closed with the 4.1% bucket as the winner, matching the post-release board from September 4.

View resolved event →

How many jobs added in August — RESOLVED

Resolved to the change in total nonfarm payroll employment in the August first-release summary (+162,000), with exact boundary ties to the higher bracket. The "add at least 150k" bucket closed as the winner, matching the +162,000 print.

View resolved event →

Market inventory is not an official forecast. Event availability, prices, liquidity, and spreads can change. The BLS calendar establishes the release; each contract establishes its own settlement terms.

Remaining 2026 jobs report timeline

August 7 · July Employment Situation — RELEASED
8:30 a.m. ET. Nonfarm payrolls -23,000; unemployment rate 4.1%. Polymarket events for both series resolved correctly.
August 31 · Pre-release market refresh — SHIPPED
Both September 4 events verified open: 15 contracts, ~$53,000 combined volume. Snapshot tables above record the displayed boards four days before the release.
September 4 · August Employment Situation — RELEASED
8:30 a.m. ET. Payrolls +162,000; unemployment 4.1%; participation 61.6%; July revised to +21,000. Both Polymarket events pinned to the print (99.95¢). Revised again October 2: August +133,000, July -10,000.
September 7 · Settlement confirmation — DONE
Both September 4 events formally resolved with winning buckets matching the published print (4.1% rate; "at least 150k" payrolls). Recorded read-only; no page change was needed.
September 16 · FOMC — RELEASED
The September 15–16 meeting raised the target range 25 bp to 3.75%–4.00% on a 12–0 vote; the September Fed hub holds the settled record.
October 2 · September Employment Situation — RELEASED
8:30 a.m. ET, on schedule. Payrolls +29,000; unemployment 4.2%; July and August revised down by a combined 60,000. Both Polymarket events pinned within ~90 minutes and the October Fed board repriced toward no change. The September 30 federal funding deadline context is tracked in the government shutdown guide.
October 14 · September CPI release
The next major data input before the Fed meeting — see the 2026 CPI calendar.
October 27–28 · October FOMC
First post-jobs-report policy decision; live board and research workflow in the October Fed hub.
November 6 · October Employment Situation
8:30 a.m. ET, three days after the November 3 U.S. midterm election. The data month and political event remain separate resolution contexts.
December 4 · November Employment Situation
8:30 a.m. ET. This is the final Employment Situation publication listed on the BLS calendar for calendar year 2026.
Reference month matters: the September 4 report is called the August Employment Situation because it measures August conditions. A contract that says "September jobs" could mean the report released in September or the September reference month released in October. The written wording must remove that ambiguity.

What the U.S. jobs report actually measures

The BLS Employment Situation is not one number. The agency publishes information from two monthly surveys with different samples and concepts. Treating them as interchangeable can produce a faulty search answer or a settlement mistake.

Establishment survey

The Current Employment Statistics survey covers businesses and government agencies. It produces the widely cited change in total nonfarm payroll employment, plus estimates for hours and earnings.

Household survey

The Current Population Survey measures people and labor-force status. It produces the official unemployment rate, employment, unemployment, and participation measures.

First release

Early payroll estimates can be revised as more reports arrive and seasonal factors are recalculated. A contract may use the initially published figure even when the historical data later changes.

Precision and buckets

Unemployment is commonly reported to one decimal place, while payroll events may use ranges. Boundary language decides whether an exact threshold belongs to the lower or higher bucket.

Jobs-report resolution checklist

1. Name the series

Confirm total nonfarm payroll employment, U-3 unemployment, earnings, participation, or another measure. A familiar headline is not a substitute for the stated series.

2. Match the month

Write down both the reference month and release date. July data released in August is different from August data released in September.

3. Check adjustment

Seasonally adjusted and not seasonally adjusted values can differ. Use only the version named in the contract.

4. Parse every boundary

For ranges, test exact endpoints such as 50,000 or 100,000. Check whether the rules put a tie in the lower or higher bracket.

5. Read the revision rule

Determine whether the first BLS publication controls or whether a later correction, benchmark, or revised release can change settlement.

6. Timestamp market data

Capture bid, ask, depth, volume, and time together. Use the prediction-market odds guide before treating displayed cents as a clean probability.

How the jobs report fits the 2026 macro calendar

Labor data can affect expectations, but it does not mechanically determine inflation or monetary policy. Build a dated evidence map instead of turning one release into a guaranteed outcome.

Inflation sequence

The 2026 CPI release calendar tracks the October 14 CPI release (September data). The August CPI (released September 11) printed headline +0.4% MoM / +3.4% YoY with core at +0.3% MoM / 2.4% YoY. Payroll growth and CPI answer different questions.

Federal Reserve sequence

The October FOMC guide maps the October 27–28 meeting; the September 15–16 meeting delivered a 25 bp hike to 3.75%–4.00% (12–0 vote). Employment is one input alongside inflation, activity, financial conditions, and Fed communications.

Market-move context

The biggest-movers watchlist can flag repricing after a release, but a large move is a research prompt, not a recommendation or trading signal.

Evidence quality

The prediction-market accuracy guide explains why rules, liquidity, timing, and the comparison benchmark matter when evaluating a forecast.

Frequently asked questions

What was the September 2026 jobs report?

Released Friday, October 2, 2026 at 8:30 a.m. ET: nonfarm payrolls changed little at +29,000 (preliminary), the unemployment rate ticked up to 4.2% from 4.1%, participation rose to 61.8%, and average hourly earnings edged up 5 cents to $37.81 (+0.1% on the month, +3.0% over the year). August payrolls were revised down to +133,000 and July to -10,000 — a combined 60,000 reduction.

When is the next U.S. jobs report?

Friday, November 6, 2026 at 8:30 a.m. ET, covering October reference-month data, three days after the November 3 U.S. midterm election.

What was the August 2026 jobs report?

The first release on September 4, 2026 reported +162,000 nonfarm payroll jobs and a 4.1% unemployment rate. On October 2, 2026 August was revised down to +133,000 and July from +21,000 to -10,000.

What are the remaining 2026 jobs report dates?

The remaining Employment Situation release dates on the 2026 BLS calendar are November 6 and December 4, both at 8:30 a.m. Eastern Time.

How did Polymarket markets react to the October 2 jobs report?

Within about 90 minutes of the release, the September Unemployment Rate event traded the 4.2% bucket at 99.95¢ and the payroll event traded "add 0–50k jobs" at 99.95¢, matching the +29,000 print. Combined volume was about $62,523. Formal settlement was still pending at the October 2 snapshot.

What did the September report do to Fed rate odds?

After the release, the Polymarket event for the October 27–28 FOMC meeting repriced to about 83.50¢ for no change versus 15.50¢ for a 25 basis-point hike. On this site's September 26 pre-report snapshot a 25 bp hike had been the favorite at about 62.5%.

Are payroll growth and the unemployment rate the same statistic?

No. Nonfarm payroll employment comes from the establishment survey, while the unemployment rate comes from the household survey. They cover different populations and can move differently.

Can a later BLS revision change a market result?

Only if the individual rules allow it. The reviewed unemployment events say revisions after the first release do not count; other contracts may use different language.

When will this 2026 jobs report guide be refreshed?

A settlement confirmation check is planned for approximately October 5–6, 2026, followed by a pre-release check ahead of the November 6 release.

More live odds on this topic

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Sources and methodology

Methodology: this is a same-URL post-release settlement update of the standing 2026 jobs-report hub, shipped October 2, 2026 within two hours of the 8:30 a.m. ET release. Official figures come from the BLS release text (USDL-26-1549) and public data series retrieved ~14:16 UTC; all prices, volumes, and liquidity figures are point-in-time Gamma snapshots (August 31 ~14:05 UTC and September 4 ~14:03 UTC for the August events; October 2 ~14:16 UTC for the September and Fed events) and are not live data. The next planned update is the settlement confirmation (~October 5–6), then the November 6 pre-release check.