Blowout Payrolls, Sticky Inflation, and the Fed’s Next Move

from Markets Daily · host Jellypod

August payrolls smashed expectations, but a closer look shows the gains were concentrated in lower-margin service and government jobs while higher-paying sectors weakened. The episode also breaks down rising energy costs, Lululemon’s guidance cut, Volkswagen’s restructuring, and what all of it could mean for the Fed’s next move. Show Notes Jobs Report Today: Investors Await August Employment Data - WSJ: https://www.wsj.com/livecoverage/august-jobs-report-stock-market-09-04-2026

Episode metadata supplied by the publisher feed · Published Sep 4, 2026

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Blowout Payrolls, Sticky Inflation, and the Fed’s Next Move

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