Yields rise, stocks mostly ease after solid U.S. jobs report

Kitco Media
By Reuters
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Reuters
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NEW YORK, Sept 4 (Reuters) - Treasury ​yields and the dollar rose, while the S&P 500 eased on Friday after U.S. job ‌growth accelerated in August and the unemployment rate held steady.

The monthly report suggests the labor market remains stable and raised expectations that the U.S. Federal Reserve will raise interest rates later this month, as investors look ahead ​to next week's consumer inflation as key to that determination.

Nonfarm payrolls rose by 162,000 ​jobs last month after an upwardly revised rise of 21,000 in July. Economists ⁠polled by Reuters had forecast an increase of 56,000 after a previously reported drop of 23,000 ​in July.

The yield on benchmark U.S. 10-year notes was last up 1.21 basis points at 4.774%. ​It was at 4.792% just after the report. Two-year yields hit their highest since January 2025.

"In the Fed’s eyes, the labor market is holding up, which means inflation remains the bigger problem," said Bret Kenwell, U.S. investment ​analyst at eToro in New York.

"Next week’s CPI report will be closely watched with the Fed’s ​interest-rate decision looming in mid-September."

Short-term interest-rate futures now imply about a 65% chance for a hike at the Fed's September ‌15 ⁠to 16 meeting, up from about 55% before the report.

OIL PRICES EASE, DOLLAR UP

Oil prices slipped from recent highs. Renewed attacks in the U.S.-Iran war this week have sparked a jump in oil prices, adding to existing worries about higher costs.

U.S. crude was down 1.6% to $89.87 a barrel and ​Brent lost 1.3% to $94.26 ​per barrel.

The Dow Jones ⁠Industrial Average (.DJI), fell 98.46 points, or 0.19%, to 53,587.65, the S&P 500 (.SPX), fell 6.06 points, or 0.08%, to 7,741.65 and the Nasdaq Composite (.IXIC), rose ​17.02 points, or 0.06%, to 26,601.08.

MSCI's gauge of stocks across the globe (.MIWD00000PUS), ​rose 1.02 points, ⁠or 0.09%, to 1,155.76. The pan-European STOXX 600 (.STOXX), index rose 0.04%.

The dollar index , which measures the greenback against a basket of currencies including the yen and the euro, was up 0.2% on the day. ⁠The ​Japanese yen briefly weakened 0.41% to 156.45 per dollar. The ​dollar was last near flat against the yen.

Spot gold fell 1.2% to $4,418.09 an ounce.

Reporting by Caroline Valetkevitch in New York, ​additional reporting by Marc Jones in London and Suzanne McGee; Editing by Alex Richardson and Sharon Singleton

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