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美国劳工部上周五 (1日) 公布的就业报告显示,8 月份就业人数新增18.7 万人,高于预期17 万人,但同时失业率反弹,薪资增长降温。失业率增加至 3.8%,较 7 月的3.5%大幅上升,为 2022 年 2 月以来最高。 8 月平均每小时工资月率增长 0.2%,此前 7 月为增长 0.4%;美国 8 月平均每小时工资年率上升 4.3%,此前 7 月为上升 4.4%。报告进一步说明,电影和货运行业的就业人数总共减少了 54,000 人,这主要反映了娱乐业罢工和一家主要航空公司的关闭。

(美国国债殖利率,Investing.com)
市场消化数据消息后,美国国债利率下跌,标普 500 指数期货扩大涨幅,美元走软。利率交易者认为美联储会9 月维持利率不变的机率大于90%,劳动力市场降温为有关美联储已完成升息的猜测提供了支撑。
尽管美国通膨率从 2022 年 6 月的峰值大幅下降,但美联储官员表示,经济活动的复苏和薪资增长加快,可能会阻碍通膨率回到 2% 的目标水准。

(9月芝商所FedWatch工具)
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