BofA: "We expect payrolls to rise by a below-consensus 60k in September (private: 50k), down from 162k in August. This weakness largely reflects payback from August’s unusually favorable seasonal factors. However, benign claims data, improving ADP readings and robust labor market indicators point to continued underlying job growth of around 100k+. We expect the u-rate to remain at 4.1% as the participation rate holds steady. Although, payback for the jump in HH employment in August could push it up to 4.2%. Additionally, TPS visa revocations could be a headwind to September payrolls and LFP"