Deutsche Bank analysts pointed out in a Thursday report: "Market attention is quickly turning to this delayed September non-farm payroll report — we should have received this data nearly 7 weeks ago." They added: "Generally speaking, data from months ago does not have much impact, but whether there will be a rate cut in December likely depends on whether this data is weak — this possibility does exist, especially when the 2025 labor market balanced growth rate is already at such a low level, any signs of weakness will be particularly noticeable."