美国就业市场可能在重大调整中失去100万个工作岗位

币界网Published on 2024-08-20Last updated on 2024-08-20

币界网报道:

美国就业市场可能即将遭受重创,经济学家预测,当政府修改就业数据时,该国可能会失去多达100万个工作岗位。

如果这些估计属实,那将意味着去年报告的就业增长被严重夸大了。这对美联储来说是一个潜在的警钟,美联储在调整利率方面可能比任何人想象的都要落后。

高盛和富国银行并没有玩弄他们的数字。两家公司都预计,截至3月的一年就业增长数据将大幅下调。

高盛排除了实际数字可能比之前报告的数字低100万个工作岗位的可能性。富国银行(Wells Fargo)有点保守,但仍预计修订后的工作岗位将减少约60万个,即每月约5万个。

摩根大通并不那么悲观,预计将减少约36万个工作岗位。但无论你如何看待它,这都是可能从账簿上抹去的大量工作。

所有人的目光都集中在鲍威尔身上

如果劳动力市场的降温时间比最初想象的要长,程度也更严重,这可能会改变美联储主席杰罗姆·鲍威尔即将在怀俄明州杰克逊霍尔发表演讲的整个叙事。

鲍威尔

投资者将密切关注他的每一句话,试图弄清楚美联储何时以及以何种程度开始降息。一项重大的失业修正案可能会促使美联储尽早采取行动。

劳工统计局(BLS)是这些修订的幕后推手,他们每年都这样做。他们将最初的工资估算与季度就业和工资普查(QCEW)进行比较,这是一种更准确但速度较慢的工作统计方式,因为它依赖于州失业保险记录。

U.S. job market could lose one million jobs in major revision

6月份发布的最新QCEW数据已经暗示,就业市场可能没有之前想象的那么强劲。劳工统计局目前声称,2023年3月至2024年3月期间增加了290万个工作岗位,平均每月增加242000个工作岗位。

但如果这一修订如一些人预测的那样高,那么每月的涨幅可能会降至15.8万。这仍然不错,但与疫情后的招聘热潮相比,没有什么值得写的。

并非所有人都相信这次修订会如此严厉。一些经济学家认为,由于报告通常滞后,修订结果可能会低于估计值。

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Just by Asking 'Are You Sure?', Large Models Reveal a 'People-Pleasing Personality'?

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