The release of key Unemployment Data was delayed last week due to administrative changes in how jobless figures are tracked. The Consumer Confidence report reflects these policy adjustments, showing growing concerns about the job market and a larger-than-expected decline in confidence for September. Lastly, with tariff disruptions continuing to affect the manufacturing sector, the Global US Manufacturing data has revealed that production has slowed overall since the initial disruptions. Manufacturing PMIThe latest survey showed a weaker gain in production, whilst new order book growth softened as tariffs continued to weigh on exports. Tariffs and broader policy uncertainty also dampened firms’…