The labor market added 336,000 jobs in September, almost DOUBLE predictions - making it the most significant job growth month since January 2023. The labor market remains resilient, with the strong pace of hiring keeping the unemployment rate from rising.
The Numbers*:
- The U.S. economy added 336,000 jobs in September.
- The pace of hiring accelerated from months prior (12-month average +267,000) even considering the upward revisions to July and August job numbers.
- September was the largest monthly job growth since January 2023.
- The unemployment rate was unchanged at 3.8%. The number of unemployed people was also unchanged at 6.4M.
- Unemployment rates among major worker groups, also remained the same: Adult men (3.8 percent), adult women (3.1 percent), teenagers (11.6 percent), Whites (3.4 percent), Blacks (5.7 percent), Asians (2.8 percent), and Hispanics (4.6 percent).
- Long-term unemployed remained steady at 1.2M and accounted for 19.1% of the unemployed population.
- Average hourly earnings rose 0.2% or 7 cents.
- Hourly earnings have increased by 4.2% over the last 12 months.
- With inflation down but still more than a point and a half higher than the 2% goal, policymakers will continue to closely watch wage growth under the pressure of a tight jobs market.
- The number of job openings increased to 9.6M (+690,000).
- The number of hires and total separations changed little, with a slight increase to 5.9M and 5.7M respectively and no change in the rate (3.7% and 3.6%).
- Within the separations, quits (3.6M) and layoffs and discharges (1.7M) there was little change; the rate stayed the same at 2.3% and 1.1% respectively.
- The labor force participation rate remained unchanged at 62.8%.
- The labor force participation rate remains half a point below the February 2020, pre-pandemic levels.
- For the 25-54 age group, the participate rate remained the same as August – 83.5%.
- Discouraged workers and those with part-time jobs edged down to 7%.
- The number of jobs added in August was revised up by 40,000 to 227,000. July job gains were also revised up by 79,000 to 236,000.
Industry Trends:
- Leisure and hospitality showed substantial gains, adding 96,000 jobs, and far outpacing the 12-month average of 61,000 jobs added per month.
- The largest gains were in food services and drinking establishments, a category which has now returned to the February 2020, pre-pandemic level.
- Government added 73,000 jobs.
- Government employment in just slightly below (-9000) its February 2020, pre-pandemic level.
- Healthcare gains slowed. The sector added 41,000 jobs in September, below the 12-month average of +53,000 jobs.
- Other sectors showing gains included professional, scientific and technical services (+29,000), and social assistance (+25,000).
- Information sector jobs losses slowed but still decreased by 5000.
- The entertainment industry declined by 45,000 jobs from May through August due to strikes and lost an additional 5,000 jobs in September.
- With strikes ending, the sector should show strong growth in October.
Interesting Changes: The labor market isn’t cooling as anticipated or as the Federal Reserve would like. The inflation rate was 3.67%, up from 3.18% in July and 2.97% in June. Inflation is down from 8.26% a year ago but higher than the 2.0 goal and climbing. Wage growth will continue to be a key indicator for the Feds in combating inflation.
Get the latest Jobs Report:
* Above represents September 2023 Data
Sources:
- https://www.bls.gov/news.release/jolts.nr0.htm
- https://www.bls.gov/news.release/pdf/empsit.pdf
- https://www.cnbc.com/2023/10/06/jobs-report-september-2023.html
- https://www.cnn.com/business/live-news/markets-jobs-report-september/index.html#:~:text=US%20stocks%20ended%20Friday%20on,unemployment%20rate%20remained%20at%203.8%25
- https://www.employamerica.org/blog/labor-market-recap-september-2023/
- https://www.federalreserve.gov/monetarypolicy/beigebook202309.htm
- https://www.foxbusiness.com/economy/us-jobs-report-september-2023
- https://www.jpmorgan.com/insights/outlook/economic-outlook/september-2023-jobs-report#:~:text=Key%20takeaways,remained%20stable%20in%20September%202023
- https://finance.yahoo.com/news/jobs-report-stunner-us-economy-creates-336000-jobs-in-september-nearly-twice-the-number-expected-123822203.html#:~:text=September%20saw%20the%20highest%20monthly,reaching%20its%20pre%2Dpandemic%20level
- https://ycharts.com/indicators/us_inflation_rate#:~:text=US%20Inflation%20Rate%20(I%3AUSIR)&text=US%20Inflation%20Rate%20is%20at,month%20and%208.26%25%20last%20year