<h1>Weak jobs signal increases market uncertainty; Treasury yields fall and equities drift amid possible data delays.</h1> A weaker ADP private payrolls survey signalled labour market softness, driving modest equity declines and a notable fall in Treasury yields. The ADP figures, including downward revisions, increased market concern despite known sampling limitations and ahead of a potentially delayed official government jobs report due to a federal shutdown. Increased data uncertainty amplifies investor focus on achieving employment slowing sufficient to influence policy without triggering recession. The volatility affected earnings sensitive stocks and coincided with a government agreement to permit a company loan drawdown in return for a federal ownership stake.