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ADP: Employers Add Fewer Jobs Than Expected as Hospitality Sector Slows_我的网站

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A |     K图 AMZN_0  消费电子涨价潮迎来新的参与者。亚马逊在上周末大幅提高了其硬件设备的价格,部分商品涨幅高达60%。
  亚马逊旗下最受欢迎的电子产品,包括流媒体设备Fire TV、智能音响Echo、电子书阅读器Kindle和路由器品牌Eero都调整了价格。    

Employers added 177,00 jobs in August as the leisure and hospitality sector pulled back sharply from its recent hiring surge, private payroll firm ADP reported on Wednesday.
The number was below estimates of 195,000 and down from the 324,000 reported in July.
"This month's numbers are consistent with the pace of job creation before the pandemic," said Nela Richardson, chief economist, ADP. "After two years of exceptional gains tied to the recovery, we're moving toward more sustainable growth in pay and employment as the economic effects of the pandemic recede."
The hospitality industry cooled significantly, adding only 30,000 jobs. Education and health services, laggards during the pandemic, added 52,000 while employment in trade, transportation and utilities increased by 45,000.
Wages, meanwhile, rose at an annual rate of 5.9%, the slowest pace since September of 2021.
On Tuesday, in another sign of the labor market cooling, the number of job openings fell to 8.8 million as of the end of July. The number is the lowest since early 2021.
“The labor market is cooling and is taking pressure off policy makers concerned with a second wave of inflation,” said Jeffrey Roach, chief economist at LPL Financial. “Businesses should get some respite as inflation decelerates and the risk of quiet quitting dissipates.”
Meanwhile, the second estimate of gross domestic product came in slightly down to 2.1% on Wednesday from the prior 2.4% annual number based on a decline in exports. That is above the 2% rate seen in the first quarter but well below current estimates of economic growth in the third quarter that are now running at 5.9%.
That is a number that will likely come down as the weeks go by and more fresh data comes in, but it is one that will likely cause some concern at the Federal Reserve as it looks for an economic slowdown to help bring inflation down to the central bank’s 2% annual target.
The Fed meets in late September to consider interest rate policy with most analysts expecting no change, although there is an expectation the Fed could lift rates again in November if the economic data remains too strong.
One key data point will be the jobs report for August, due out on Friday with expectations of a gain of 169,000 jobs in the month.
“It looks like the economy is accelerating,” says Steve Wyett, chief investment strategist at BOK Financial. “Second quarter earnings were down, but not by as much as expected.”
Still, Wyett says the record levels of consumer indebtedness could eventually lead to a pullback.
“I’m a little worried about the consumer,” he says.
。其中,亚马逊的平价智能音响Echo Dot价格从49.99美元上涨至79.99美元,涨幅高达60%。  亚马逊发言人对此解释称,消费电子行业正面临内存和存储组件成本大幅上涨的问题。亚马逊在尽可能地消化这些成本上涨之后,调整了旗下所有产品线的价格。  不过,亚马逊还表示,在接下来的一年中,将继续不定期地为顾客提供促销活动。

B |   不断恶化的涨价局势  亚马逊的提价再次印证了消费电子行业面临着成本困境。人工智能热潮引发的全球内存短缺推高了各类设备的生产成本,而企业正越来越多地将这些成本转嫁给消费者。  在亚马逊之前,苹果和微软等公司均已经提高了产品的价格。此外,苹果还试图通过推出设备租赁计划来抵消高昂的新价格,从而使用户能够分期付款购买设备。  据业内分析,内存短缺情况预计将持续到2027年,之后价格可能会在2028年达到顶峰并趋于稳定。TrendForce展望称,今年第三季度传统DRAM价格将上涨13%至18%,NAND闪存价格可能上涨10%至15%,移动DRAM价格则将上涨8%至13%左右。  而这一自内存开始的消费电子涨价还将对更广泛的经济造成影响。哥伦比亚商学院教授Eric Johnson指出,以前人们常说牛奶的价格会影响他们对生活成本的感知,现在手机变成了牛奶的角色。  牛津经济研究院首席美国经济学家Bernard Yaros也表示,预计一系列价格飙升将在未来两年内继续对美国核心通胀产生非同寻常的推高作用,且科技驱动的通胀压力将比美国加征关税和美伊冲突导致的通胀压力持续更长时间。(文章来源:财联社)。

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Current article:http://461.kuaibenfanzhuakainenpimiuca.buzz/news/20260826_97228.html

Published on:18:42:33


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