The delayed September jobs report has revealed that the U.S. economy added 119,000 jobs, surpassing expectations despite a rise in the unemployment rate, which now stands at 4.4%. This marks a significant rebound after a weak summer, with employers showing resilience in hiring. However, the report highlights a concerning trend as the unemployment rate has hit a nearly four-year peak. Following the release of this data, market observers are speculating its implications for Federal Reserve policy amid a labor market that appears to be under stress.