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US Economy Loses Jobs in July Amid Ongoing Inflation Concerns

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The US economy has shown signs of weakness in July, losing 23,000 jobs according to the federal government's monthly jobs report. This decline marks a departure from the resilient performance seen so far in 2026, despite a historic oil shock that has driven up fuel prices and increased supply-chain costs.

The unemployment rate fell slightly from 4.2% in June to 4.1% in July, but remains low by historical standards. The US added an average of 92,000 jobs per month over the first half of 2026, a significant improvement from the second half of 2025.

The Iran war has driven up gasoline prices and catapulted inflation to a three-year high in May. A preliminary peace agreement in June offered some relief, but recent on-again, off-again fighting has caused crude prices to rise again.

The combination of elevated inflation and a resilient labor market has raised the chances of an interest rate hike, with investors pegging the odds at 56% according to the CME Group's FedWatch Tool. The Federal Reserve opted to hold interest rates steady last week, but central bankers appeared divided over the move.

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