{"id":5539,"date":"2025-11-20T16:05:19","date_gmt":"2025-11-20T16:05:19","guid":{"rendered":"https:\/\/readtrends.com\/en\/september-jobs-unemployment\/"},"modified":"2025-11-20T16:05:19","modified_gmt":"2025-11-20T16:05:19","slug":"september-jobs-unemployment","status":"publish","type":"post","link":"https:\/\/readtrends.com\/en\/september-jobs-unemployment\/","title":{"rendered":"Live Updates: September Jobs Report Shows Hiring Continued, but Unemployment Rate Rose &#8211; The New York Times"},"content":{"rendered":"<article>\n<p><strong>Lead:<\/strong> Employers added 119,000 payroll positions in September, cushioning a weak summer but the unemployment rate inched up to 4.4 percent. The Bureau of Labor Statistics released the delayed report following a six-week government shutdown; it will be the only official employment snapshot until December. Health care remained the largest source of new jobs while transportation and warehousing posted notable losses. The mixed picture complicates Federal Reserve deliberations ahead of its December meeting.<\/p>\n<h2>Key Takeaways<\/h2>\n<ul>\n<li>The economy added 119,000 payroll jobs in September, while the unemployment rate rose to 4.4 percent, a four\u2011year high.<\/li>\n<li>Health care led gains (+43,000), leisure and hospitality added +47,000, and construction +19,000; transportation and warehousing lost 25,300 jobs.<\/li>\n<li>Federal employment was down by 3,000 in September and has declined by about 97,000 since January.<\/li>\n<li>Average hourly earnings rose 0.2 percent for the month and are up 3.8 percent year\u2011over\u2011year.<\/li>\n<li>Previous months were revised down by a net 33,000 jobs for July and August; June showed a net loss.<\/li>\n<li>The report was delayed roughly six weeks by the 40\u2011plus\u2011day government shutdown and will be the last official release until Dec. 16, when October and November data are scheduled.<\/li>\n<li>The labor force participation rate edged up to 62.4 percent, driven mainly by women in prime working ages.<\/li>\n<li>Investors price roughly a 30 percent chance of a Fed rate cut in December; the report sharpened existing divisions among policymakers.<\/li>\n<\/ul>\n<h2>Background<\/h2>\n<p>The September employment report, compiled by the Bureau of Labor Statistics, was published late because a prolonged government shutdown interrupted data collection and publication. That delay means policymakers and markets have been working with incomplete official information for weeks, relying on private surveys and regional indicators to judge the economy. The BLS said response rates for the payroll survey were about 80 percent for this release, up from recent lower levels but still below typical final response rates.<\/p>\n<p>The U.S. labor market has cooled from the blistering post\u2011pandemic pace, with monthly payroll gains slowing and some sectors\u2014manufacturing and transportation\u2014showing weakness. At the same time, immigration enforcement actions and reported departures of noncitizen workers have reduced labor supply, which some analysts say has kept unemployment lower than it otherwise would be. For the Federal Reserve, the central tension is balancing signs of a loosening job market against persistent inflation pressures.<\/p>\n<h2>Main Event<\/h2>\n<p>The headline payrolls number\u2014119,000 jobs added\u2014beat many economists\u2019 expectations but masks divergent sector trends. Health care added roughly 43,000 jobs, sustaining a years\u2011long pattern of steady hiring in the sector. Leisure and hospitality contributed 47,000 jobs, largely driven by restaurants and hospitality services, while construction expanded by about 19,000 positions.<\/p>\n<p>Weakness was concentrated in transportation and warehousing, which lost about 25,300 jobs, a decline observers link to falling imports after tariff measures that began affecting trade flows over the summer. Manufacturing employment slipped by about 6,000, and professional and business services shed approximately 20,000 positions. Temporary help services were down about 16,000, a typical signal of softer near\u2011term demand.<\/p>\n<p>The household survey, a separate BLS measure used to calculate the unemployment rate, showed the jobless rate climbing to 4.4 percent as the pool of people classified as not looking for work fell by roughly 245,000. Federal civilian payrolls were down 3,000 for the month and are down 97,000 year\u2011to\u2011date, reflecting attrition and other changes tied to the administration\u2019s personnel shifts.<\/p>\n<h2>Analysis &#038; Implications<\/h2>\n<p>Policy: The report sharpens an already contentious Federal Reserve debate ahead of the Dec. 9\u201310 meeting. Officials who favor keeping policy steady can point to the 119,000 payroll gain; officials inclined to ease housing costs and spur growth will note the uptick in unemployment to 4.4 percent. With only partial October data available before the meeting and complete October\/November numbers delayed until Dec. 16, Fed officials must weigh incomplete signals when deciding whether to cut rates.<\/p>\n<p>Inflation and labor supply: Wage growth remains positive\u2014average hourly earnings are up 3.8 percent year\u2011over\u2011year\u2014but real wage gains are narrowing as inflation has picked up again. Several policymakers have cited tariff\u2011driven price pressures as a renewed inflation risk. Separately, large numbers of deportations and voluntary departures reported by the Department of Homeland Security (527,000 deportations and 1.6 million voluntary departures, per DHS statements) have reduced available labor, which some economists argue helps explain slower monthly hiring even as unemployment rises.<\/p>\n<p>Sectoral outlook: The divergence across industries suggests the slowdown is uneven. Consumer\u2011facing sectors (leisure, hospitality, health care) continue to hire, while trade\u2011exposed and business\u2011service industries have shown contractions. If transportation and manufacturing falls persist, they could presage broader weakness in production and trade activity, with knock\u2011on effects for supply chains and inventories.<\/p>\n<p>Market effects: Futures markets modestly increased the odds of a December cut but still price less than a coin\u2011flip probability. The mixed data is likely to keep markets and policymakers cautious: strong payrolls argue against immediate easing, but the rising unemployment rate gives cover to those advocating lower rates to support growth.<\/p>\n<h2>Comparison &#038; Data<\/h2>\n<figure>\n<table>\n<thead>\n<tr>\n<th>Metric<\/th>\n<th>September<\/th>\n<th>Change (m\/m)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Total payrolls<\/td>\n<td>+119,000<\/td>\n<td>\u2014<\/td>\n<\/tr>\n<tr>\n<td>Unemployment rate<\/td>\n<td>4.4%<\/td>\n<td>\u2191 (four\u2011year high)<\/td>\n<\/tr>\n<tr>\n<td>Health care<\/td>\n<td>+43,000<\/td>\n<td>\u2191<\/td>\n<\/tr>\n<tr>\n<td>Leisure &#038; hospitality<\/td>\n<td>+47,000<\/td>\n<td>\u2191<\/td>\n<\/tr>\n<tr>\n<td>Transportation &#038; warehousing<\/td>\n<td>\u221225,300<\/td>\n<td>\u2193<\/td>\n<\/tr>\n<tr>\n<td>Federal government (YTD)<\/td>\n<td>\u221297,000<\/td>\n<td>\u2193 since Jan.<\/td>\n<\/tr>\n<tr>\n<td>Average hourly earnings (y\/y)<\/td>\n<td>+3.8%<\/td>\n<td>\u2191<\/td>\n<\/tr>\n<\/tbody>\n<\/table><figcaption>Selected sector and aggregate figures from the BLS September 2025 employment release.<\/figcaption><\/figure>\n<p>Context: Payroll gains in September compare with losses in June and downward revisions to July and August that subtracted 33,000 jobs combined. Because the employer (payroll) survey and the household survey follow different samples and methods, payroll growth and a rising unemployment rate can occur simultaneously in the short term.<\/p>\n<h2>Reactions &#038; Quotes<\/h2>\n<p>Officials, analysts and elected leaders offered contrasting takes that reflect the report\u2019s split signals.<\/p>\n<blockquote>\n<p>This report \u201cisn\u2019t going to change anybody\u2019s mind,\u201d said a market economist, underscoring how entrenched views within the Fed may be after months of mixed data.<\/p>\n<p><cite>David Seif, Nomura (chief economist, developed markets)<\/cite><\/p><\/blockquote>\n<p>Seif argued the unemployment trend was clear but expected policymakers to remain cautious about easing policy imminently.<\/p>\n<blockquote>\n<p>\u201cThe unemployment rate is the more important thing to watch here,\u201d one bank economist said, noting the steady upward drift in the jobless rate as evidence the labor market is loosening.<\/p>\n<p><cite>Andrew Hollenhorst, Citigroup (chief U.S. economist)<\/cite><\/p><\/blockquote>\n<p>Lori Chavez\u2011DeRemer, Secretary of Labor, described the report as a solid outcome for Americans while acknowledging weakness in manufacturing and signaling confidence that policy and trade measures will help over time.<\/p>\n<blockquote>\n<p>\u201cIt\u2019s a solid report for the American people,\u201d she said, while noting manufacturing employment remains below desired levels.<\/p>\n<p><cite>Lori Chavez\u2011DeRemer, U.S. Secretary of Labor (official)<\/cite><\/p><\/blockquote>\n<h2>\n<aside>\n<details>\n<summary>Explainer: Why payrolls can rise while unemployment increases<\/summary>\n<p>Two separate BLS surveys produce the main employment headlines: the establishment (payroll) survey counts jobs on employers\u2019 payrolls, while the household survey measures people and their employment status. Payrolls can rise if firms add positions even as the household survey records more people actively seeking work or fewer people classified as not in the labor force. Short\u2011term timing, survey sampling differences and measurement noise explain most divergences; over time the series tend to move together.<\/p>\n<\/details>\n<\/aside>\n<\/h2>\n<h2>Unconfirmed<\/h2>\n<ul>\n<li>Precise effect of DHS deportations and voluntary departures on September payrolls is not fully quantified; estimates vary and causal attribution remains debated.<\/li>\n<li>Whether the administration deliberately timed or withheld data publication to influence Fed decisions is an assertion made by some political figures but has not been proven.<\/li>\n<li>October\u2019s full employment picture and the size of federal payroll reductions that will be recorded when October data are released remain uncertain until BLS publishes the combined October\u2013November release on Dec. 16.<\/li>\n<\/ul>\n<h2>Bottom Line<\/h2>\n<p>The September release paints a mixed labor\u2011market picture: payroll growth was respectable at 119,000 but the unemployment rate\u2019s rise to 4.4 percent highlights underlying softening. Sectoral gains\u2014led by health care and hospitality\u2014coexist with losses in transport, business services and parts of manufacturing, suggesting uneven momentum across the economy.<\/p>\n<p>For policymakers, the report reinforces a difficult choice. Stronger payrolls argue against an immediate Fed rate cut; a higher unemployment rate and other downside signals support easing. With critical official data delayed until mid\u2011December, the Fed and markets must weigh imperfect information, raising the odds that decisions in the coming weeks will rest on judgment as much as fresh statistics.<\/p>\n<h2>Sources<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.nytimes.com\/live\/2025\/business\/jobs-report-economy\" target=\"_blank\" rel=\"noopener\">The New York Times \u2014 live coverage and synthesis (news organization)<\/a><\/li>\n<li><a href=\"https:\/\/www.bls.gov\/news.release\/empsit.nr0.htm\" target=\"_blank\" rel=\"noopener\">Bureau of Labor Statistics \u2014 official employment release (U.S. government)<\/a><\/li>\n<li><a href=\"https:\/\/www.dhs.gov\/\" target=\"_blank\" rel=\"noopener\">Department of Homeland Security statements on removals (U.S. government)<\/a><\/li>\n<li><a href=\"https:\/\/www.federalreserve.gov\/\" target=\"_blank\" rel=\"noopener\">Federal Reserve \u2014 meeting calendar and minutes (central bank \/ official)<\/a><\/li>\n<\/ul>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>Lead: Employers added 119,000 payroll positions in September, cushioning a weak summer but the unemployment rate inched up to 4.4 percent. The Bureau of Labor Statistics released the delayed report following a six-week government shutdown; it will be the only official employment snapshot until December. Health care remained the largest source of new jobs while &#8230; <a title=\"Live Updates: September Jobs Report Shows Hiring Continued, but Unemployment Rate Rose &#8211; The New York Times\" class=\"read-more\" href=\"https:\/\/readtrends.com\/en\/september-jobs-unemployment\/\" aria-label=\"Read more about Live Updates: September Jobs Report Shows Hiring Continued, but Unemployment Rate Rose &#8211; The New York Times\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":5535,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_title":"Sept Jobs: Hiring Continued, Unemployment Rose \u2014 Insight","rank_math_description":"September payrolls rose by 119,000 while the unemployment rate climbed to 4.4%. The delayed, mixed report complicates the Fed's December decision and reveals sectoral divergence.","rank_math_focus_keyword":"September jobs, unemployment rate, payrolls, Federal Reserve, labor market","footnotes":""},"categories":[2],"tags":[],"class_list":["post-5539","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-top-stories"],"_links":{"self":[{"href":"https:\/\/readtrends.com\/en\/wp-json\/wp\/v2\/posts\/5539","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/readtrends.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/readtrends.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/readtrends.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/readtrends.com\/en\/wp-json\/wp\/v2\/comments?post=5539"}],"version-history":[{"count":0,"href":"https:\/\/readtrends.com\/en\/wp-json\/wp\/v2\/posts\/5539\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/readtrends.com\/en\/wp-json\/wp\/v2\/media\/5535"}],"wp:attachment":[{"href":"https:\/\/readtrends.com\/en\/wp-json\/wp\/v2\/media?parent=5539"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/readtrends.com\/en\/wp-json\/wp\/v2\/categories?post=5539"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/readtrends.com\/en\/wp-json\/wp\/v2\/tags?post=5539"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}