US manufacturing employment continued a modest upswing, adding 16,000 jobs last month and standing about 58,000 above the December 2025 low. Demand for data-center equipment, new pharmaceutical manufacturing investment, defense production and semiconductor fab construction may be contributing to the rebound.

2026-09-04

US manufacturing employment continued a modest upswing, adding 16,000 jobs last month and standing about 58,000 above the December 2025 low. Demand for data-center equipment, new pharmaceutical manufacturing investment, defense production and semiconductor fab construction may be contributing to the rebound.

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2026-09-04

U.S. Vice President Vance said about 15 million barrels of oil transited the Strait of Hormuz yesterday.

2026-09-04

BLS修订数据显示,二季度美国非农商业部门劳动份额降至52.8%,创1947年有记录以来最低;同期劳动生产率同比增长2.2%,单位劳动力成本仅增长1.4%,实际小时薪酬则下降0.1%。 劳动份额下降并不意味着工资绝对减少,而是劳动者薪酬的增长速度慢于企业产出。 当生产率提升、单位劳动力成本又保持受控时,企业可以用相近的工资成本创造更多产出,新增价值便有更大空间流向利润和资本回报。 这一变化并非始于AI。美国劳动份额已下降数十年,背后包括全球化和产业外包、自动化替代、工会议价能力下降,以及企业集中度和市场力量上升。IMF研究认为,在发达经济体,技术进步是劳动份额下降的主要因素,全球价值链扩张也通过转移劳动密集型环节削弱了劳动者份额。