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美国6月ADP数据爆冷,DOGE的锅?
第一财经·2025-07-03 08:31

Core Viewpoint - The article discusses the unexpected decline in U.S. private sector job growth in June, attributed to the impact of government layoffs, particularly from the Department of Government Efficiency (DOGE), which is expected to cut 288,628 federal positions this year [1][4]. Group 1: Employment Data and Trends - The ADP data for June revealed a surprising decrease of 33,000 jobs in the U.S. private sector, contrary to economists' expectations of a 100,000 increase, marking the first negative reading in over two years [1]. - The job vacancy rate in government sectors has decreased by 5% from January to April, while the application rate remains stagnant at levels seen in 2014, indicating a challenging environment for job seekers [2]. - Job applications from government employees have surged by 150%, particularly in knowledge-based roles such as data analysis and software development, as employees seek new opportunities amid fears of layoffs [2][3]. Group 2: Layoff Statistics and Industry Impact - In the second quarter of 2025, cumulative layoffs reached over 2.47 million, the highest for the same period since 2020, with a year-on-year increase of 39% [4]. - The government sector experienced a 46% month-on-month increase in layoffs in June, while the retail sector led private sector layoffs with 79,865 positions cut, a staggering 256% increase year-on-year [4]. - The technology sector has also seen significant layoffs, with 76,214 positions eliminated this year, reflecting a 27% increase, as companies face challenges due to high interest rates and reduced hiring needs post-pandemic [5].