U.S. Employment Situation — September 2026
Payrolls, unemployment, and wage data can reset rate expectations and growth-stock multiples.
Confirmed events from primary schedules. Times are Eastern.
Payrolls, unemployment, and wage data can reset rate expectations and growth-stock multiples.
Inflation data is a direct input into rate expectations and can move long-duration AI and growth equities sharply.
Producer inflation helps frame margin pressure and the persistence of upstream price growth.
Import-price pressure can matter for inflation-sensitive rate narratives and multinational margins.
Compensation growth is an important signal for services inflation and the Fed's labor-cost assessment.