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Prediction market traders project modest U.S. hiring rebound in August

Speculators on platforms like Kalshi and Polymarket anticipate positive payroll growth slightly below consensus economist forecasts.

The short version

  • Traders on prediction platforms Kalshi and Polymarket expect U.S. job growth to recover after payroll contractions in July.
  • Bettors place roughly 48% to 50% odds on the economy adding more than 50,000 jobs, trailing the Dow Jones consensus estimate of 53,000.
  • Official employment data from the Bureau of Labor Statistics will be released on Friday at 8:30 a.m. ET.

Key facts

  • Kalshi traders price a 50-50 chance that the U.S. economy added more than 50,000 jobs in August, while Polymarket traders assign a 48% probability.[CNBC]
  • The Dow Jones consensus estimate projects 53,000 jobs added in August, following job losses in July.[CNBC]
  • Kalshi contracts price approximately a 1-in-4 probability of continued job losses in August, as well as a 1-in-4 chance of gaining over 80,000 jobs.[CNBC]
  • Both economists and prediction market participants overestimated job growth in June and July.[CNBC]
  • The Bureau of Labor Statistics is scheduled to publish official August employment figures on Friday at 8:30 a.m. ET.[CNBC]

What remains uncertain

  • The exact scale and direction of August payroll changes remain unconfirmed until the release of official Bureau of Labor Statistics data.[CNBC]

Sources