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US July non-farm payrolls +187K vs +200K expected

돈되는 정보

  • Prior was +209K (revised to +185K)
  • Two-month net revision -49K vs -6K prior
  • Unemployment rate 3.5% vs 3.6% expected
  • Prior unemployment rate 3.6%
  • Participation rate 62.6% vs 62.6% prior
  • U6 underemployment rate 6.7% vs 6.9% prior
  • Average hourly earnings +0.4% m/m vs +0.3% expected
  • Average hourly earnings 4.4% y/y vs +4.2% expected
  • Average weekly hours 34.3 vs 34.4 expected
  • Change in private payrolls +172K vs +179K expected
  • Change in manufacturing payrolls -2K vs 5K expected
  • Household survey +268K vs +273K prior
  • Birth-death adjustment K vs +26K prior

The headline is showing what the Fed wants to see — a gradual cooling — but the pickup in wages is a problem and that kind of thing isn’t going to reverse the rise in Treasury yields.

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