When the American labor market added 162,000 jobs in August — nearly three times what economists had forecast — it reminded markets that resilience and uncertainty are two sides of the same coin. The Federal Reserve, still navigating the long arc of inflation, found its September decision suddenly complicated by a workforce that refuses to slow. Across trading floors from New York to Tokyo, the familiar tension between growth and restraint reasserted itself, moving yields, currencies, and equities in the choreographed dance that follows whenever the economy speaks louder than the models.