美国就业系列六 ：罢工“结束”，就业超预期，美元反弹

Employment Data - In September, the U.S. non-farm employment increased by 254,000, exceeding the expectation of 150,000[1] - The unemployment rate fell to 4.1%, marking a decline for two consecutive months[2] - The total employment growth rate remained stable at 1.56% year-over-year[9] Labor Market Insights - As of September 2024, the average weekly wage growth for non-farm employment decreased to 3.4%, down by 0.2 percentage points from August[2] - Job vacancies in the non-government sector rose to 7.063 million, but this is still below the peak of over 10 million in 2022[2] - The labor participation rate for Latinos remained high at 67.3%[2] Economic Implications - The average monthly recruitment plan has dropped to 42,000, down by 15,000 from August, indicating cautious hiring amid high interest rates[2] - The market is adjusting its expectations for interest rate cuts, with the probability of a 50 basis point cut this year decreasing[2] - Despite the positive employment data, risks remain from potential wage pressures due to ongoing strikes in sectors like rail and aviation[2]