KALSHI PREDICTION MARKET ANALYSIS
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Be the wisdom, not the crowd

Traders lean toward August unemployment above 4.0% ahead of the BLS jobs report

Unemployment in August
ABOVE 3.7%1.0x99%
ABOVE 3.8%1.0x99%
$158K volume14 related markets

The Bureau of Labor Statistics is due to publish August’s U.S. unemployment rate — the U-3 measure — on Friday, September 4, at 8:30am ET. Traders favor Above 4.0%, and leave Above 4.1% as the closer call after July already printed 4.1%.

Economics · Jobs & Economy — August 13, 2026, 3:30pm ET

Snapshot

UNEMPLOYMENT AUGUST 2026 Above 4.0% 89%Above 4.1% 61% 0%20%40%60%80%100% Jul 2026Aug 2026

How this market pays

You’re betting on the seasonally adjusted U-3 unemployment rate the Bureau of Labor Statistics reports for August 2026. Each line in the table is its own Yes/No bet — “did the printed rate clear this number?” — not a single race where only one winner gets paid. So if the report is 4.2%, Above 4.1%, Above 4.0%, and Above 3.9% can all pay Yes on that same figure.

Your bet Chance Wins if… $100 bet pays
Above 3.9% 94% August U-3 is above 3.9% ~$105
Above 4.0% 89% August U-3 is above 4.0% ~$111
Above 4.1% 61% August U-3 is above 4.1% ~$159
Above 4.2% 33% August U-3 is above 4.2% ~$289
Above 4.3% 7% August U-3 is above 4.3% ~$1,341

Other bets on the same report — Above 3.7% and Above 3.8% — already trade near certainty, about 99%, so they are left out of the table.

Kalshi confirms the figure from the Bureau of Labor Statistics Employment Situation report for August 2026.

How to look at each side

The case for Above 4.0%. July’s Employment Situation already put seasonally adjusted U-3 at 4.1%, after June’s 4.2%, and the St. Louis Fed’s flash note pinned the precise July reading near 4.090%. Nonfarm payrolls fell 23,000 in July while consensus had expected a gain near 83,000, and the labor-force participation rate slipped to 61.4%. Holding near that July print — or rising a tenth — still clears 4.0% on the usual one-decimal BLS figure. Soft hiring and a thinner participation rate leave little room for a sharp drop under 4.0% in a single month. That is the Above 4.0% case at 89%: August’s published U-3 stays above four percent, in line with a labor market that just missed payroll expectations by a wide margin.

The case for Above 4.1%. Why Above 4.1% still sits near 61%: on BLS’s usual one-decimal print, “above 4.1%” means August has to come in at 4.2% or higher — a step up from July’s 4.1%, and back to June’s published level. The same soft July package that supports staying over 4.0% also keeps a bounce to 4.2% in play: payrolls swung negative versus an expected gain near 83,000, and participation fell to 61.4%, which can lift the unemployment rate when fewer people stay in the labor force. That is the Above 4.1% case at 61%: August’s U-3 prints above July’s rounded rate, not merely repeats it.

What the odds are saying

Traders put an 89% chance on August U-3 above 4.0% — and about an 11% chance the report comes in at 4.0% or below.

Above 3.9% is already treated as nearly certain at 94%. Above 4.0% is next at 89%. Above 4.1% falls to 61%, and Above 4.2% to 33%. The steepest drops are from 4.0% to 4.1% and from 4.1% to 4.2% — each about 28 percentage points — that is where traders disagree most about whether August only holds July’s print, climbs a tenth, or returns to June’s 4.2%.

At 61%, traders lean toward a print above 4.1% without treating a return to June’s 4.2% as locked.

2 reasons Above 4.0%’s 89% chance can still move:

  1. A one-tenth drop fails the line. July printed 4.1%. If August rounds to 4.0% or lower, Above 4.0% fails even when the labor market still looks broadly soft.
  2. Participation can swing U-3 without a payroll collapse. July’s participation rate fell to 61.4%. The household survey that sets U-3 can move a tenth on participation and sampling noise alone — so August can print 4.0% or lower even if payrolls do not collapse.

What to watch

September 4, 2026, 8:30am ET: Bureau of Labor Statistics Employment Situation report for August, including the seasonally adjusted U-3 unemployment rate.

Sources