美国周度初请失业金人数接近57年来低位 劳动力市场重拾根基


2026-09-24T12:42:16.245Z / https://www.reuters.com/world/us/us-weekly-jobless-claims-decrease-labor-market-regains-footing-2026-09-24/

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  • 内容摘要
  • 周度初请失业金人数小幅下降1000人,至19.7万人
  • 续请失业金人数在9月失业率调查周接近三年来低位

华盛顿9月24日(路透社)——上周美国首次申领失业救济金的人数接近57年来低位,表明劳动力市场在经历夏季大部分时段的低迷后重拾增长势头,目前似乎也在一定程度上抵御住了中东冲突带来的逆风。

美国劳工部周四发布的周度初请失业金报告是反映经济健康状况的最及时数据,该报告还暗示本月失业率将维持在4.1%。政府在9月失业率家庭调查周期间,领取失业救济金的人数接近三年来低位。美以冲突推高了能源价格,柴油价格已创下历史新高。

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“随着伊朗局势持续升级,能源价格再次上涨,眼下或许是一场与时间的赛跑,经济始终可能遭遇需求疲软期,”FWDBONDS首席经济学家克里斯托弗·拉普基表示。“但到9月中旬,经济似乎已全面复苏,部分原因在于人工智能领域的巨额资本支出。”

劳工部周四表示,在截至9月19日的一周,经季节调整后的州失业救济金首次申领申请数下滑1000人,至19.7万人。路透社调查的经济学家此前预计最新一周的初请人数为20.1万人。当前申领人数接近1969年以来的最低水平。

部分经济学家将申领人数的逐步下降归因于劳动节等移动假日前后的数据季节性调整难度加大。他们还指出了所谓的残余季节性因素,该因素往往会在年末推低申领人数。不过,初请失业金人数的整体趋势仍与劳动力市场状况相符——在夏季大部分时段陷入停滞后,劳动力市场已重拾根基,裁员率处于低位是重要支撑。

剔除每周波动因素的四周移动平均初请失业金人数上周下降1750人,至20.225万人。低裁员率是劳动力市场稳定的主要原因,企业并不急于扩招员工。

尽管企业在保留现有员工,但仍不愿大幅扩招,经济学家将此归咎于伊朗局势带来的不确定性以及进口关税。移民管制和退休潮导致劳动力供给收缩,进而引发的工人短缺也阻碍了招聘。标普全球周三发布的一项调查显示,企业在9月还面临着“越来越难以找到合适员工”的问题。

市场预计美联储将再次加息

劳动力市场的稳定支撑了金融市场的预期:美联储可能在年底前再次加息,以对抗通胀。

美国央行上周将隔夜基准利率上调25个基点,至3.75%-4.00%区间,这是三年来首次加息,并暗示未来数月将进一步提高借贷成本。

芝加哥商品交易所集团的FedWatch工具显示,金融市场定价显示下月加息的概率约为64.2%。

美元兑一篮子货币走强。

初请报告显示,在截至9月12日的一周,申领失业救济金一周后继续领取救济金的人数(反映招聘情况的指标)增加2000人,经季节调整后达到171.9万人。小幅增长令续请失业金人数接近2023年以来的水平。

在8月和9月失业率调查周之间,续请失业金人数有所下降。芝加哥联邦储备银行预计9月失业率将维持在4.1%不变。尽管失业率保持稳定,但部分失业人群的长期失业问题仍然严峻。

“在过去几个月保持稳定后,如果续请失业金人数继续维持低位,未来几个月失业率可能会接近4%,”花旗集团经济学家维罗妮卡·克拉克表示。“但我们需要提醒,因劳动力规模缩小而带来的更低失业率,并不一定意味着劳动力市场再次收紧。”

露西娅·穆蒂卡尼 华盛顿报道;保罗·西马奥与安德里亚·里奇 编辑

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US weekly jobless claims near 57-year lows as labor market regains footing

2026-09-24T12:42:16.245Z / https://www.reuters.com/world/us/us-weekly-jobless-claims-decrease-labor-market-regains-footing-2026-09-24/

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  • Summary
  • Weekly jobless claims edged down 1,000 to 197,000
  • Continuing claims near three-year low during survey week for September unemployment rate

WASHINGTON, Sept 24 (Reuters) – New claims for US unemployment benefits hovered near 57-year lows last week, suggesting the labor market was regaining momentum after struggling through much of summer and appeared for now ​to be weathering headwinds from the Middle East conflict.

The weekly jobless claims report from the Labor Department on Thursday, the most timely ‌data on the economy’s health, also suggested the unemployment rate remained steady at 4.1% this month. The number of people collecting unemployment checks was near three-year lows during the week that the government surveyed households for September’s jobless rate. The US-Israeli war has raised energy prices, with diesel hitting record highs.

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“It is a race against time perhaps as energy prices have ​kicked up again as the Iran war stretches on and the economy could always suffer through a soft patch in demand,” said Christopher Rupkey, ​chief economist at FWDBONDS. “But in mid-September the economy seems to be firing on all cylinders in part due to the ⁠extraordinary capex expenditures on AI.”

Initial claims for state unemployment benefits slipped 1,000 to a seasonally adjusted 197,000 for the week ended September 19, the Labor Department ​said on Thursday. Economists polled by Reuters had forecast 201,000 claims for the latest week. Claims are near levels last seen in 1969.

Economists have partly attributed ​the glide lower to difficulties seasonally adjusting the data around moving holidays like Labor Day. They have also noted what they refer to as residual seasonality that tends to push claims lower as the year winds down. Still, the underlying trend in claims remains in line with a labor market that has regained its footing after stumbling through much of the ​summer, anchored by low layoffs.

The four-week moving average of claims, which irons out week-to-week volatility, fell 1,750 to 202,250 last week. Low layoffs account for much ​of the labor market stability, with companies not in a rush to boost headcount.

While companies are hoarding workers, they remain hesitant to ramp up hiring, with economists blaming uncertainty stemming ‌from the ⁠Iran war as well as tariffs on imports. Worker shortages as an immigration crackdown and retirements shrink the labor supply are also hindering hiring. A survey from S&P Global on Wednesday noted that companies in September were “also reporting increasing problems finding suitable staff.”

ANOTHER FED RATE HIKE ANTICIPATED

Labor market stability supports financial market expectations that the Federal Reserve could raise interest rates again before year end as it battles inflation.

The US central bank last week hiked its overnight benchmark interest rate by 25 ​basis points to the 3.75%-4.00% range, ​the first hike in three years, ⁠and flagged further increases in borrowing costs in the months ahead.

Financial markets are pricing in a roughly 64.2% chance of another rate increase next month, CME’s FedWatch tool showed.

The dollar rose against a basket of currencies.

The claims report showed the ​number of people receiving unemployment benefits after an initial week of aid, a proxy for hiring, increased 2,000 to ​a seasonally adjusted 1.719 ⁠million during the week ended September 12. The small increase left the so-called continuing claims near levels last seen in 2023.

Continuing claims fell between the August and September survey weeks for the unemployment rate. The Chicago Fed is forecasting the jobless rate unchanged at 4.1% in September. Despite the stable jobless rate, long bouts of unemployment ⁠are rampant ​among some people who have lost their jobs.

“After having been stable over the last few months, ​if continuing claims remain at lower levels, this could mean an unemployment rate closer to 4% over the next few months,” said Veronica Clark, an economist at Citigroup. “But we would caution that a ​lower unemployment rate because of a smaller labor force would not necessarily imply a retightening labor market.”

Reporting by Lucia Mutikani; Editing by Paul Simao and Andrea Ricci

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