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BLS Sets September Jobs Report for Nov. 20 as Shutdown Data Blackout Starts to Lift

Officials warn October figures will be partial and inflation data may be unrecoverable, leaving the Fed to prepare for its December meeting with gaps.

Overview

  • The 43-day government stoppage froze collection and publication of more than 30 indicators and suspended weekly jobless claims for seven weeks.
  • The Labor Department will issue the delayed September employment report next Thursday, the first official jobs readout since the shutdown.
  • October’s employment release may omit an unemployment rate because the household survey was not conducted, and the October CPI may never be produced.
  • The Bureau of Economic Analysis is working with BLS and the Census Bureau to assess data availability and will post an updated release calendar.
  • With official statistics still incomplete, investors have pared back expectations for a December Fed rate cut and policymakers are leaning on mixed private labor-market proxies.