NO is the private shadow consensus from 4 independent reports; the mean YES probability is 41%.
Will total nonfarm payroll employment increase by at least 100,000? BLS release: October 2026.
Scheduled resolution: Oct 2, 2026, 9:30 AM PDT
What each model recorded
Resolution depends on the BLS initial October 2026 payroll change, which here means the change from September 2026 to October 2026 in the initially reported total nonfarm payroll level. The evidence package only provides official payroll levels through August 2026, so the most relevant signal is the recent run rate of monthly changes. From the official history provided, monthly changes were: - Oct 2024: +33k - Nov 2024: +134k - Dec 2024: +237k - Jan 2025: -48k - Feb 2025: +42k - Mar 2025: +67k - Apr 2025: +108k - May 2025: +13k - Jun 2025: -20k - Jul 2025: +64k - Aug 2025: -70k - Sep 2025: +76k - Oct 2025: -140k - Nov 2025: +41k - Dec 2025: -17k - Jan 2026: +160k - Feb 2026: -156k - Mar 2026: +214k - Apr 2026: +148k - May 2026: +63k - Jun 2026: +31k - Jul 2026: +21k - Aug 2026: +162k That is 6 months out of 23 with gains of at least 100k, about 26%. More importantly, the recent 2026run Limitations: The evidence package ends with August 2026 payroll levels; it contains no September 2026 release, no October-specific leading indicators, and no economist forecasts.; Resolution uses the initially reported October 2026 change, which can differ materially from later revised values; historical observations shown are mostly revised levels, not a a ; The monthly payroll series is volatile, so short samples give limited predictive power.; No broader macro data (claims, surveys, strikes, weather, government shutdowns, disasters, benchmark effects) is included, so the forecast must rely mainly on base rates from the B; Recent history is mixed: August 2026 showed a strong +162k gain, but the preceding three months were only +63k, +31k, and +21k, so momentum is not clearly strong enough to make >=
The question asks whether the initially reported September 2026 payroll change (released Oct 2, 2026) is at least +100k. The immutable series shows a soft but not collapsing labor market: month-over-month changes in 2026 (current vintage) were roughly +160, -156, +214, +148, +63, +31, +21, +162 (Jan-Aug), averaging about +80k/month, with 2025 averaging near zero (+10k/month). On that base rate, only about 4 of the last 12 monthly changes met or exceeded +100k (~33%). Two offsetting considerations push the estimate slightly higher: (1) initially reported prints in this era have systematically run above later-vintage values because of downward revisions and benchmark adjustments, so the first print for September could exceed the ~+80k underlying trend by several tens of thousands; and (2) the most recent observation (August, +162k preliminary) suggests some near-term reacceleration. Volati Limitations: The evidence package contains only the CES level series (current vintage) through August 2026 preliminary; it includes no consensus forecasts, ADP/claims data, survey-week conditio
Recent monthly changes in nonfarm payrolls have been highly volatile, with only Limitations: none recorded
The immutable evidence shows August 2026 employment at 159075 and July at 158913, for a +162k change. Prior months exhibit high month-to-month volatility with changes ranging from -156k to +214k and many below 100k. No September 2026 observation is present before the 2026-09-29 cutoff, so the September change (released October 2026) cannot be directly observed. Historical variation around the recent mean provides no strong directional signal that the next print will exceed or fall short of the 100k threshold. Limitations: Evidence package ends with August 2026 preliminary data; No September-specific indicators or seasonal adjustments supplied; Monthly changes display large realized variance without a stable trend
Resolution rule
YES if the BLS initially reported monthly change in total nonfarm payroll employment is at least 100,000; otherwise NO.
- Evidence cutoff
- Sep 29, 2026, 5:30 AM PDT
- Resolution time
- Oct 2, 2026, 9:30 AM PDT
- Contract hash
- Not available
- Run ID
- 41565d24-92d3-4f93-bff2-23acaeb235de
Pending
The system will not infer a result. It waits for the declared official source.
- Brier score
- —
- Log loss
- —
- Source hash
- Not available
AI and market, before the result
Both forecasts use the same evidence cutoff: Sep 29, 5:30 AM PDT. Lower Brier scores mean better probability estimates.
No qualifying comparison was frozen. This event is excluded from market scoring; later prices cannot fill the gap.
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