美国1月非农就业新增13万人 失业率为4.3%

Core Insights - The U.S. labor market showed signs of stability with the addition of 130,000 non-farm jobs in January 2026, and the unemployment rate decreased by 0.1 percentage points to 4.3% [1] - The healthcare sector added 82,000 jobs, social assistance increased by 42,000, and construction saw an increase of 33,000 jobs, while federal government and financial sectors experienced job losses [1] - Average hourly earnings for private sector non-farm employees rose by $0.15 to $37.17, reflecting a year-on-year growth of 3.7% [1] Employment Data Adjustments - The U.S. Labor Department revised the non-farm employment data for November and December 2025, resulting in a downward adjustment of 17,000 jobs for those two months combined [1] Market Reactions - The January non-farm employment data exceeded market expectations, which were between 50,000 and 75,000 jobs, potentially influencing the Federal Reserve to delay interest rate cuts further [1] - Following the release of the non-farm data, the probability of a rate cut by the Federal Reserve in April dropped from 36% to below 19% [2]