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Bloomberg Surveillance · Friday, September 4, 2026

Market Reacts to US Jobs Data: Yields Spike, Equities Fall

The August US jobs report, showing 162,000 jobs added, caused a significant market reaction. The 10-year Treasury yield rose to 4.80%, described as a seismic move. Equities also moved lower, with S&P 500 futures turning negative.

The tape

2 quotes
This is a wow report. With the wild market move, equities move south as well. We don't have a VIX number yet. But in the yield space, we have a seismic move. Damien, I looked at the 10-year out to 4.80%. And it's just simply price down and yield up.
So, this in breaking news, Treasury's tumbling after August job creation tops estimates.
Heard on Bloomberg Surveillance — “Instant Reaction: US Adds 162,000 Jobs, Topping All Estimates, published Friday, September 4, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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Market Reacts to US Jobs Data: Yields Spike, Equities Fall — Heardvine