2026-09-04 12:43:37 UTC / 路透社
作者：露西娅·穆蒂卡尼
2026年9月4日 12:43 UTC 更新于1小时前
https://www.reuters.com/business/us-nonfarm-payrolls-surge-august-unemployment-rate-steady-41-2026-09-04/
https://www.reuters.com/business/us-nonfarm-payrolls-surge-august-unemployment-rate-steady-41-2026-09-04/
https://www.reuters.com/business/us-nonfarm-payrolls-surge-august-unemployment-rate-steady-41-2026-09-04/
https://www.reuters.com/business/us-nonfarm-payrolls-surge-august-unemployment-rate-steady-41-2026-09-04/
https://www.reuters.com/business/us-nonfarm-payrolls-surge-august-unemployment-rate-steady-41-2026-09-04/
https://www.reuters.com/business/us-nonfarm-payrolls-surge-august-unemployment-rate-steady-41-2026-09-04/
- 内容摘要
- 8月非农就业岗位增加16.2万个，几乎是市场预期5.6万个的三倍
- 失业率维持4.1%不变；劳动参与率从7月的61.4%回升至61.6%
华盛顿，9月4日（路透社）——美国8月就业增长大幅加速，同时失业率维持在4.1%不变，这表明在经历近期困境后劳动力市场有所改善，使得美联储本月加息的可能性再次提上日程。
美国劳工部周五发布的备受关注的就业报告显示，上月非农就业岗位增幅远超预期，这反映出休闲和酒店业就业在连续两个月下滑后出现反弹，同时也抵消了地方政府教育部门就业带来的拖累。
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尽管劳动人口增加68.3万人，失业率仍未变化，这进一步凸显了这份报告的强劲势头。金融市场提高了对美联储9月会议加息的押注。此前，美联储理事克里斯托弗·沃勒周四在路透社 NEXT 新闻人物活动上表示，如果即将公布的数据证实通胀压力正在降温，他倾向于支持维持利率不变，此后市场对加息的押注曾有所回落。
“即便最坚定的鸽派人士也很难从8月就业报告中找到维持利率不变的理由，就业岗位激增得益于非医疗私营部门的全面走强，而劳动参与率大幅回升的情况下失业率仍未变化，”资本经济公司首席北美经济学家斯蒂芬·布朗说道。
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美国劳工部劳工统计局表示，非农就业岗位上月大幅增加16.2万个，7月数据经向上修正后为增加2.1万个。路透社调查的经济学家此前预测，在7月非农就业岗位此前被报道减少2.3万个之后，8月将增加5.6万个。
经济学家的预测区间从减少2.5万个岗位到增加12.1万个不等。春季就业激增后，劳动力市场动能有所放缓，部分原因归咎于油价冲击以及美国主导的对伊朗战争带来的供应链紧张。
2025年8月12日，美国马萨诸塞州梅德福大波士顿地区一家美发店的橱窗上挂着“招聘中”的标牌。路透社/布莱恩·斯奈德
休闲和酒店业就业岗位增加6.2万个，其中餐厅和酒吧的岗位增加了5.9万个。地方政府教育部门新增4.2万个岗位，扭转了上月的下滑趋势。制造业就业岗位增加1.6万个。
医疗保健行业就业岗位增加1.3万个。不过，这一增速低于过去一年平均每月3.2万个的增幅，这可能反映了针对数十万海地移民的临时保护身份被撤销，影响了他们的工作许可。建筑业就业岗位增加2.2万个。
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短期利率期货价格显示，美联储9月15日至16日会议上加息的概率约为65%，高于就业报告公布前的约55%。美国国债收益率上升。美元兑一篮子货币走强。
对通胀的担忧以及美联储缺乏前瞻性指引推高了美国国债收益率，经济学家认为这对美联储来说是个问题。
房地美机构周四的数据显示，收益率上升将30年期固定抵押贷款利率推至今年以来最高的6.71%，这可能进一步打击本就举步维艰的房地产市场。
“具有讽刺意味的是，加息可能比决策者选择按兵不动的另一次会议带来的市场波动更小，”LPL Financial首席经济学家杰弗里·罗奇说道。
露西娅·穆蒂卡尼报道；保罗·西mao和安德里亚·里奇编辑
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US nonfarm payrolls surge in August; unemployment rate steady at 4.1%
2026-09-04 12:43:37 UTC / Reuters
By Lucia Mutikani
September 4, 2026 12:43 PM UTC Updated 1 hour ago
https://www.reuters.com/business/us-nonfarm-payrolls-surge-august-unemployment-rate-steady-41-2026-09-04/
https://www.reuters.com/business/us-nonfarm-payrolls-surge-august-unemployment-rate-steady-41-2026-09-04/
https://www.reuters.com/business/us-nonfarm-payrolls-surge-august-unemployment-rate-steady-41-2026-09-04/
https://www.reuters.com/business/us-nonfarm-payrolls-surge-august-unemployment-rate-steady-41-2026-09-04/
https://www.reuters.com/business/us-nonfarm-payrolls-surge-august-unemployment-rate-steady-41-2026-09-04/
https://www.reuters.com/business/us-nonfarm-payrolls-surge-august-unemployment-rate-steady-41-2026-09-04/
- Summary
- Nonfarm payrolls increase 162,000 in August, nearly triple the forecast for 56,000
- Unemployment rate unchanged at 4.1%; labor force participation rate rebounds to 61.6% from 61.4% in July
WASHINGTON, Sept 4 (Reuters) – U.S. job growth accelerated sharply in August while the unemployment rate held steady at 4.1%, suggesting an improvement in the labor market after recent struggles, keeping an interest rate hike from the Federal Reserve this month on the table.
The larger-than-expected increase in nonfarm payrolls last month reported by the Labor Department in its closely watched employment report on Friday reflected a rebound in leisure and hospitality employment following two straight monthly declines, as well as a reversal of the drag from local government education.
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The unemployment rate was unchanged despite the labor force increasing by 683,000, adding another layer of strength to the report. Financial markets boosted rate hike bets for the U.S. central bank’s September meeting. The odds had been dialed back after Fed Governor Christopher Waller said at a Reuters NEXT Newsmaker event on Thursday that he was inclined to argue in favor of keeping rates steady if upcoming data confirmed inflation pressures were cooling.
“Even the most committed dove would struggle to find anything in the August employment report to justify keeping interest rates unchanged, with the surge in payrolls driven by strength across the non-health private sectors and the unemployment rate unchanged despite a big rebound in participation,” said Stephen Brown, chief North America economist at Capital Economics.
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Nonfarm payrolls surged by 162,000 jobs last month after an upwardly revised rise of 21,000 in July, the Labor Department’s Bureau of Labor Statistics said. Economists polled by Reuters had forecast payrolls would increase by 56,000 after a previously reported drop of 23,000 in July.
Estimates ranged from as low as a loss of 25,000 jobs to as high as a gain of 121,000. Labor market momentum had decelerated after surging in the spring, partly blamed on the oil price shock and supply chain strains from the U.S.-led war with Iran.
A “Now Hiring” sign hangs in the window of a hair salon in the Greater Boston town of Medford, Massachusetts, U.S., August 12, 2025. REUTERS/Brian Snyder
Leisure and hospitality employment surged 62,000, with payrolls at restaurants and bars increasing by 59,000 jobs. Local government education added 42,000 jobs, reversing a decrease in the prior month. Manufacturing payrolls increased 16,000.
Healthcare employment rose 13,000. That was, however, slower than the average monthly gain of 32,000 over the last year, and could reflect the revocation of Temporary Protected Status for hundreds of thousands of Haitian immigrants, which impacted their work permits. Construction payrolls increased 22,000.
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Short-term interest-rate futures prices implied about a 65% chance of a rate increase at the Fed’s September 15-16 meeting, up from about 55% before the employment report. U.S. Treasury yields rose. The dollar gained versus a basket of currencies.
Concerns about inflation and lack of forward guidance from the Fed have helped to boost U.S. Treasury yields, which economists see as a problem for the central bank.
Rising yields drove the 30-year fixed mortgage rate to a more than one-year high of 6.71% this week, data from mortgage finance agency Freddie Mac showed on Thursday, which could further undermine a struggling housing market.
“Ironically, a rate hike may generate less market volatility than another meeting in which policymakers choose to stand pat,” said Jeffrey Roach, chief economist at LPL Financial.
Reporting by Lucia Mutikani; Editing by Paul Simao and Andrea Ricci
Our Standards: The Thomson Reuters Trust Principles.
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