
勞工部數據顯示9月新增就業僅2.9萬人,遠低於預期,市場押注聯準會10月維持利率不變
美國勞工部公佈9月非農就業新增2.9萬人,低於預期,失業率升至4.2%。就業放緩使市場預期聯準會10月暫停升息機率飆升至86%。美股受此消息激勵,早盤全面上漲。
AI-generated summary
聯準會上月升息1碼至3.75%至4%區間,為3年來首次升息。目前失業率處於歷史低點。
美國勞工部統計局2日公佈,9月新增2.9萬非農就業人口,遠低於經濟學家預期的9萬人,失業率則從前一月的4.1%略升至4.2%。就業成長較預期大幅放緩,使聯準會(Fed)10月暫緩升息的機率急遽升高。
勞工部也下修8月新增非農就業人口,從原先公佈的激增16.2萬人修正為13.3萬人。
在該報告公佈後,芝商所FedWatch工具數據顯示,期貨市場押注聯準會本月政策會議維持利率不變的機率,從前一天約76%飆升至86%。聯準會上月升息1碼(0.25個百分點)至3.75%至4%區間,為3年來首次升息。
信安資產管理(Principal Asset Management)首席全球策略師莎哈(Seema Shah)說,「該數據表明需要的是耐心,而非恐慌。聯準會須看到通膨再次升溫,而不僅是成長強韌,今年才會再度升息」。
彭博報導,就業成長放緩主因在於政府部門、資訊、專業與商業服務的就業減少,不過,金融活動、健康照護、營建與製造業工作機會增加。
儘管強勁的消費支出與旺盛的企業投資支撐聘僱,然而許多注重成本的雇主已不願擴大招聘,然而,與此同時,裁員仍然很少,初領失業救濟人口在57年來最低水準波動。
基於失業率仍處於歷史低點,聯準會官員在考慮利率政策時,可能仍將關注焦點集中在通膨上。
然而經濟學家預期,伊朗戰爭造成的不利因素加劇,包括高昂的能源價格以及供應鏈緊張,可能從今年底開始干擾勞動市場,該情況恐延續至明年。
在該報告公佈後,美股早盤上漲,道瓊漲逾300點、標普500與那斯達克分別漲0.9%、1.4%,費城半導體漲2.5%,台積電ADR上漲1.2%。

Hong Kong may surpass London as the world's leading arbitration seat within a decade, according to Bar Association chairman Jose-Antonio Maurellet, citing the city's role as a major fundraising hub for mainland China and its growing appeal to international legal talent.

The labor union at the Zhongli Factory of Taiwan's Guaguai Company decided to upgrade the originally scheduled warning strike to an indefinite strike due to dissatisfaction with the employer's intention to bring migrant workers into the factory. Since Guaiguai is regarded as the "talisman" for smooth machine operation in Taiwan's technology industry, this news caused netizens to worry about the technology supply chain and equipment operation.

The U.S. non-farm payrolls data for September was weak, and the market expects the probability that the Federal Reserve will suspend interest rate hikes in October has climbed to 86%. The decline in U.S. bond yields and the retracement of oil prices spurred U.S. stocks to rise across the board in early trading on Friday, with technology stocks leading the gains. The Taiwan Index futures surged more than 800 points in overnight trading.
During the National Day holiday, China ushered in a large-scale self-driving travel wave. Relying on the world's leading car ownership and highway network, the self-driving travel market has exceeded 1.5 trillion yuan. With the improvement of charging facilities and the expansion of audience groups to "Generation Z" and "silver-haired people", self-driving travel is becoming an important engine for driving cultural tourism consumption and economic growth.

Federman, CEO of Cerebras, an American AI chip company, revealed that in 2017, TSMC still approved Cerebras’ giant chip plan when it had only 30 employees and no product revenue. Federman believes that TSMC's openness to new ideas and cooperation regardless of scale is the key to its continued leadership.

Argentina's Minister of Economy Caputo announced the launch of South America's first citizenship by investment program. Foreigners can obtain citizenship by donating US$350,000 or purchasing US$800,000 in public bonds. The move is aimed at attracting foreign investment and increasing U.S. dollar foreign exchange reserves, and is expected to open for applications in the fourth quarter of this year.