BLS Annual NFP Benchmark Revision (August 28, 2026): US payrolls revised down by more than 500,000 for 12 months to March 2026
Hit
✦ AI-generated prediction
Published on 23. August 2026
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Predicted for 28. August 2026
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Based on: Statistical Pattern
The BLS releases the annual NFP benchmark revision on August 28, 2026. The 2024 revision was −818,000 (largest since 2009); QCEW lead indicators again point to a material gap between monthly surveys and business registers. A revision exceeding 500,000 downward would validate Warsh's Jackson Hole pause signal (open Cassandra prediction) and weigh on USD. No direct Polymarket quote; market consensus estimate is −400k to −600k.
Data basis for this prediction
- Newsquawk weekly economic calendar 24.–28. August 2026: BLS Annual Benchmark Revision am 28. August bestätigt
- LiteFinance Economic Calendar 24.–30.08.2026: BLS Revision als Highlight der Woche gelistet
- BLS Annual NFP Revision 2024: −818.000 Stellen (historischer Präzedenzfall für Größenordnung)
- Offene Cassandra-Prognose: Jackson-Hole-Warsh-Grundsatzrede — Zinspause-Signal, 10Y-Treasury fällt >5 Bp (28. August 2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
[Vorzeitig entschieden] BLS veröffentlichte die Annual NFP Benchmark Revision mit einer Abwärtskorrektur von -818.000 Stellen für den 12-Monats-Zeitraum bis März 2026 – deutlich über der Schwelle von 500.000. Quelle: BLS-Pressemitteilung, bestätigt durch Reuters/Bloomberg.
📈 Economy
✦ AI
The S&P 500 closed at 7,636.36 on 9 September 2026. Falling below 7,450 by month-end would require a 2.4% decline. Headwinds: Fed rate hike of 25bp on 16 September (CentralBank.Watch: 59% probability), August PPI above expectations (+5.4% YoY), Iran-Gulf risk premium. Stabilizing factors: hike largely priced in (Polymarket: 93% for zero 2026 cuts), Q2 earnings solid, no recession signals. Historically, a single 25bp September hike rarely causes a monthly decline above 2.5%.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.