美国劳动力动能骤减 企业裁员创20余年同期新高

Core Viewpoint - The U.S. labor market experienced a significant slowdown in October, with a surge in layoffs and a net loss of jobs, indicating a weakening employment momentum [1][2]. Group 1: Layoff Trends - In October 2025, U.S. companies announced layoffs totaling 153,000, marking the highest figure for this period in over two decades [1]. - Approximately 39,006 employees received advance notices of mass layoffs under the WARN Act, the fourth highest since 2006 [1]. - ADP Research reported an average weekly job loss of 11,250 in the private sector for the four weeks ending October 25, suggesting a potential loss of about 45,000 jobs in the second half of October, the largest monthly decline since March 2023 [2]. Group 2: Employment Data and Indicators - Revelio Labs reported a net decrease of 9,100 jobs in the U.S. for October 2025, marking the second worst monthly performance of the year [2]. - Goldman Sachs' alternative economic indicators model predicts a potential negative growth of about 50,000 jobs in the upcoming official non-farm payroll report for October [2]. - The frequency of the term "layoff" in earnings call transcripts for Russell 3000 companies has significantly increased, indicating rising concerns about employment stability [2]. Group 3: Unemployment Claims and Public Sentiment - For the week ending October 18, the number of initial unemployment claims was 232,000, remaining roughly stable compared to mid-September levels [3]. - A survey conducted from October 23 to 25 revealed that 55% of employed Americans expressed concerns about job security, reflecting a decline in labor market confidence [3]. - Federal Reserve officials have identified the degree of slowdown in the labor market as a key consideration for future monetary policy decisions [3].