Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] - The popularity of insurance companies in the Philippines since 2014 has influenced investment strategies, leading to a broader portfolio that includes various industries and market capitalizations [1] - The entry into the US market has provided additional avenues for investment, with a focus on banks, hotels, shipping, and logistics companies, indicating a trend towards international diversification [1] Investment Strategies - Initial investments were concentrated in blue-chip companies, reflecting a common strategy among investors seeking stability [1] - The approach has evolved to include a mix of long-term holdings for retirement and short-term trades for profit, showcasing a balanced investment strategy [1] - The use of analytical tools and comparisons between different markets, such as the US and Philippine markets, has enhanced investment decision-making [1]

值得注意的是，小型私营企业就业岗位减少12万个，而中型和大型私营企业就业岗位分别增加5.1万个 和3.9万个。美国东北部和南部地区私营部门就业分别减少10万个和4.3万个，而中西部和西部地区分别 增加4.5万个和6.7万个。 新华财经纽约12月3日电（记者刘亚南）美国自动数据处理公司3日发布数据显示，今年11月美国私营部 门就业岗位减少3.2万个，与此前预期大相径庭。10月修正后数据显示，美国私营部门就业岗位增加了 4.7万个，而此前市场预期11月将增加2万个。 3日发布的最新数据显示，11月美国商品生产部门就业人数和服务业就业岗位分别减少1.9万个和1.3万 个。 自动数据处理公司表示，今年下半年，就业创造一直处于停滞状态，薪酬增长呈下行趋势。11月制造 业、专业和商业服务、信息和建筑行业招聘活动尤为疲弱。 自动数据处理公司首席经济学家内拉·理查森表示，由于雇主需面对消费者谨慎情绪及不确定的宏观经 济环境，近期招聘市场起伏不定。 （文章来源：新华社） ...

随着美联储12月货币政策会议临近，美国最新就业数据将降息预期推向高点。据美国自动数据处理公司 （ADP）12月3日报告，11月美国私营企业就业岗位减少3.2万个，创下2023年3月以来最大降幅，这一数 据直接推动市场对美联储下周降息的预期概率接近90%。 当前美联储内部存在政策分歧，部分官员担忧通胀高企主张维持利率，但多数观点倾向通过降息稳定就 业。蒙特利尔银行经济学家指出，ADP报告为支持宽松政策的官员提供了有力依据。不过通胀压力仍存， 9月不含汽车的消费品进口价格连续两月环比上涨0.4%，通胀率暂未回归2%的目标水平。 华尔街普遍认为，降息或能缓解就业市场压力，但招聘活动大幅改善需等待贸易环境缓和与经济增速提 升。美联储将于下周三公布利率决议，市场关注其是否通过降息阻止失业率上升，同时也在留意季度经济 预测和利率点阵图中释放的未来政策信号。 此次就业岗位流失主要集中在小企业，当月减少12万个就业岗位，经济学家认为进口关税推高运营成本是 主要原因。中型企业和大型企业分别增加5.1万和3.9万个岗位，显示不同规模企业就业表现分化。这已是 四个月内第三次出现私营部门岗位流失，表明招聘活动普遍放缓。 其他经济数据 ...

Core Insights - The U.S. private sector experienced its largest job loss in nearly two and a half years in November, primarily driven by small businesses, indicating a general slowdown in hiring activity [1][2] - This marks the third instance of job losses in the private sector within four months, raising concerns about a potential increase in the unemployment rate and adverse economic impacts [1][2] - The upcoming Federal Reserve meeting may see the end of speculation regarding interest rate cuts due to the current employment trends [1] Employment Market Trends - According to ADP, U.S. businesses cut 32,000 jobs in November, the largest decline since March 2023, with small businesses losing 120,000 jobs [2] - Medium-sized businesses added 51,000 jobs, while large businesses increased their workforce by 39,000 [2] - The ADP report highlights ongoing recruitment freezes as employers navigate consumer caution and economic uncertainty [5][6] Economic Indicators - The ISM reported a continued decline in manufacturing sector activity, with employment indicators contracting for ten consecutive months [6] - Despite a rise in the services sector index to 52.6, hiring and investment remain cautious due to ongoing tariff uncertainties [6] - The overall labor market is perceived to be cooling, with expectations that significant improvements in hiring will not occur until trade tensions ease and economic growth accelerates [6] Federal Reserve Policy Outlook - The Federal Reserve is set to announce its final interest rate decision of the year, with labor market weakness being a primary concern [7] - Market expectations for a rate cut have risen significantly, with probabilities nearing 90% following the ADP report [7][9] - Some Federal Reserve officials express concerns about inflation, advocating for maintaining current interest rates, although this view is in the minority [7] Inflation and Cost Pressures - Inflation remains a focal point for future policy discussions, with import tariffs contributing to cost pressures that may keep inflation above the Fed's 2% target for some time [10] - Recent data indicates that while import prices remained stable, consumer goods prices have risen, suggesting that tariff costs are being passed on to consumers [10]

Labor data sources not affiliated with the government have become invaluable this year. The White House recently announced that there will likely be no October Bureau of Labor Statistics jobs report due to the government shutdown, and the previously reported blowout positive September data have been called into question. Largest private U.S. employers: Walmart: 1.6 million employees Amazon: 1.1 million employees UPS: 443,000 employees Target: 427,346 employees Home Depot: 418,000 employees Source: R ...

Michael Nagle / Bloomberg via Getty Images The job market has been in a low-hiring, low-firing limbo and could be taking a turn for the worse, according to data from ADP. Key Takeaways Private employers lost 32,000 jobs in November, the third month of job losses in the last four. Job growth has been eroding for months, with tariffs playing a significant role in the slowdown. Weak job growth could push officials at the Federal Reserve to cut interest rates at the Fed's policy meeting next week. Yet ...

This morning’s big market news comes from the monthly jobs report from Automatic Data Processing (ADP) . Headline private-sector payrolls came in at a negative -32K for November, below expectations for +40K and the prior month’s upwardly revised +47K. This marks the fourth negative month for private-sector payroll growth in the last six.It’s also the first time a 4-month trailing average, at -4K currently, has been negative since the early months of the Covid pandemic in 2020. While the survey saw losses in ...

Key Takeaways ADP Reports -32K Jobs in November, -120K Among Small FirmsImports & Exports Unched for SeptemberMacy's Swings to Q3 Profit Ahead of the BellWednesday, December 3, 2025This morning’s big market news comes from the monthly jobs report from Automatic Data Processing (ADP) . Headline private-sector payrolls came in at a negative -32K for November, below expectations for +40K and the prior month’s upwardly revised +47K. This marks the fourth negative month for private-sector payroll growth in the l ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: Companies cut payrolls by 32,000 last month, payroll processor ADP said Wednesday, as Federal Reserve officials remain divided over whether a cooling job market warrants trimming the main interest rate during a policy meeting next week. Private employers with fewer than 50 workers shed 120,000 jobs in November, while larger firms increased payrolls by 90,000, ...

新华社纽约12月3日电（记者 刘亚南）美国自动数据处理公司3日发布数据显示，今年11月美国私 营部门就业岗位减少3.2万个，与此前预期大相径庭。10月修正后数据显示，美国私营部门就业岗位增 加了4.7万个，而此前市场预期11月将增加2万个。 自动数据处理公司表示，今年下半年，就业创造一直处于停滞状态，薪酬增长呈下行趋势。11月制 造业、专业和商业服务、信息和建筑行业招聘活动尤为疲弱。 3日发布的最新数据显示，11月美国商品生产部门就业人数和服务业就业岗位分别减少1.9万个和1.3 万个。 自动数据处理公司首席经济学家内拉·理查森表示，由于雇主需面对消费者谨慎情绪及不确定的宏 观经济环境，近期招聘市场起伏不定。 值得注意的是，小型私营企业就业岗位减少12万个，而中型和大型私营企业就业岗位分别增加5.1 万个和3.9万个。美国东北部和南部地区私营部门就业分别减少10万个和4.3万个，而中西部和西部地区 分别增加4.5万个和6.7万个。 ...