Goldman Sachs analysts spotted the trend.
"During April and May, employment in the most weather-sensitive industries (construction, leisure and hospitality, and retail trade) increased by an average of just 4,000 per month, down from an average of about 113,000 in October through March," Goldman Sachs analysts wrote Thursday before the June jobs numbers came out.
"In hindsight," Goldman continued, "it appears that unseasonably warm weather boosted payroll growth in these industries above underlying trends during the winter months. These effects then unwound, with employment growth weaker than the underlying trend in April and May."
Not everyone is buying the Mother Nature explanation, however.
"I don't think weather was a factor at all," said Deutsche Bank chief U.S. economist Joe LaVorgna. "The simple truth is that May was unusually weak, and June was unusually strong. Averaging the two gives us 149,000 [jobs], which is closer to the underlying trend."
And the trend lends itself to an interest rate hike, although the market substantially cut its expectations that will happen. Friday's jobs numbers helped lift the probability of a December 2016 rate increase, but employment is only one factor that Federal Reserve Chair Janet Yellen and the Federal Open Market Committee have to consider later this month, when they convene again to discuss rates.
And it isn't clear that the Fed will get the other things it needs in order to raise rates.