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You can find the current article at its original source at https://www.theguardian.com/business/live/2017/may/17/uk-employment-real-wages-markets-ftse-concerns-business-live
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UK unemployment rate hits 42-year low but real wages shrink – business live | UK unemployment rate hits 42-year low but real wages shrink – business live |
(35 minutes later) | |
10.22am BST | |
10:22 | |
Britain’s wage squeeze threatens to undermine the economic recovery, warns Suren Thiru, head of economics at the British Chambers of Commerce. | |
If the disparity between pay and price growth continues to increase as we predict, household spending is likely to slow further, weakening overall economic activity. | |
“The next government must do more to close the skills gap, including improving the transition from education to work by guaranteeing universal experience of work in all schools for under 16s, and delivering a future immigration regime based on economic need, rather than an arbitrary migration target. This will help firms compete on the global stage, boosting UK productivity and growth.” | |
10.13am BST | |
10:13 | |
Dutch bank ING says that Britain enjoyed an “astonishing” jump in employment last month. | |
The real standout in today’s UK jobs report was the surge in employment growth. The three month on three month average came in well above consensus at 122k, lifted by a huge 340k “single month” increase in jobs – the highest in 2 years. | |
This is hard to square given recent survey data, which suggests the outlook for hiring is more muted. | |
But they’re concerned by the fall in real wages, which is likely to prevent an interest rate hike before 2019. | |
It’s also hard to ignore the fact that wages are now growing at a noticeably slower pace than prices. The key measure of wage growth, which excludes bonuses, came in at 2.1%. When taken together with yesterday’s acceleration in inflation to 2.7%, real wages are now falling. We’ve already seen measures of consumer activity slow through the first quarter. | |
ING: "Astonishing rise in UK employment won't mask fall in real wages. This already appears to be dampening consumption." No hike before '19 | |
10.10am BST | |
10:10 | |
Resolution: UK faces worse pay squeeze since Waterloo | |
The slump in real wages last quarter means Britain is facing its worst decade for pay since the Napoleonic Wars, says the Resolution Foundation. | |
It fears the situation will get worse this year. Stephen Clarke, their economic analyst, explains: | |
“Britain kicked off the year with another welcome record on employment, and another big fall in unemployment. This welcome jobs boost will provide a much needed boost to family incomes. | |
“However, the good news on jobs is not feeding through to positive news on pay growth, which turned negative at the start of the year and looks set to remain below inflation throughout most of 2017. | |
“Coming so soon after the big post-crisis pay squeeze, this new phase of falling pay means that this decade is set to be the worst in over 200 years for pay packets.” | |
10.06am BST | |
10:06 | |
Updated | |
at 10.14am BST | |
10.00am BST | |
10:00 | |
Here’s Professor Geraint Johnes, Director of Research at the Work Foundation, on today’s jobs figures: | |
“The latest employment figures indicate remarkably strong performance, with unemployment falling by 53000 over the first quarter of the year to a rate of 4.6%. Indeed, unemployment has fallen in every region except London and the South East. This has been primarily due to a large increase in the number of full-time employees in employment (some 196000 across the UK). The number of part-time employees has meanwhile fallen (by 61000). There has been little change in the number of self-employed workers over the quarter. | |
“On pay, the data are less encouraging. In the first quarter of the year, the year-on-year growth in total pay amounted to 2.4%. This is below the current rate of price inflation and indicates a renewed squeeze in real pay. The pay data indicate a collapse in wage settlements in the construction industry, and this is significant because much of the employment growth in the last part of 2016 came from that sector. While welcoming the strong employment growth evidenced in the first quarter’s figures, sustaining this into the longer term may therefore prove challenging.” | |
9.59am BST | |
09:59 | |
Unemployment: the key charts | |
Duncan Weldon of the Resolution Group says some of the charts in today’s labour market report are “astonishing”. | |
1. The employment rate just keeps getting higher. pic.twitter.com/aqjYSvDRuM | |
2. There's been a huge shift away from public sector employment. pic.twitter.com/6rZmv0aZ0u | |
3. The picture for real wages is just grim. pic.twitter.com/2B5kZJO59D | |
9.50am BST | 9.50am BST |
09:50 | 09:50 |
Britain is still creating jobs. It just isn’t paying people enough to protect them from the rising cost of living. | Britain is still creating jobs. It just isn’t paying people enough to protect them from the rising cost of living. |
Today’s labour market report shows that the number of people in work in the UK increased by 122,000 in the 3 months to March 2017 to 31.95 million. | Today’s labour market report shows that the number of people in work in the UK increased by 122,000 in the 3 months to March 2017 to 31.95 million. |
Around 200,000 full-time jobs were created, while the number of part time jobs fell by 78,000. | Around 200,000 full-time jobs were created, while the number of part time jobs fell by 78,000. |
This drove the employment rate to a new record high of 74.8%. | This drove the employment rate to a new record high of 74.8%. |
9.44am BST | 9.44am BST |
09:44 | 09:44 |
This chart shows how the gap between inflation (2.7% in April) and basic pay growth (2.1% in January-March) has widened, driving real wages into the red. | |
The gap between UK inflation (2.7% and rising) and wage growth (2.1%) is widening. Real wages falling at fastest rate in 3 years. pic.twitter.com/YmNIKe2Q4m | The gap between UK inflation (2.7% and rising) and wage growth (2.1%) is widening. Real wages falling at fastest rate in 3 years. pic.twitter.com/YmNIKe2Q4m |
Including bonuses, wages rose by 2.4% year-on-year, thanks to “bonuses in the finance and insurance sector”. | Including bonuses, wages rose by 2.4% year-on-year, thanks to “bonuses in the finance and insurance sector”. |
Updated | |
at 10.15am BST | |
9.37am BST | 9.37am BST |
09:37 | 09:37 |
UK jobless rate hits 42-year low, but real wages shrink | UK jobless rate hits 42-year low, but real wages shrink |
Breaking! Britain’s unemployment rate has hit its lowest level since 1975. | Breaking! Britain’s unemployment rate has hit its lowest level since 1975. |
The jobless rate fell to 4.6% in the January-March quarter, down from 4.7% a month ago, the Office for National Statistics reports. That’s lower than expected, and implies that the jobs market is holding up in the face of Brexit. | The jobless rate fell to 4.6% in the January-March quarter, down from 4.7% a month ago, the Office for National Statistics reports. That’s lower than expected, and implies that the jobs market is holding up in the face of Brexit. |
But there’s bad news too. Real wages are shrinking, as workers – particularly in the private sector – suffer from rising inflation. | But there’s bad news too. Real wages are shrinking, as workers – particularly in the private sector – suffer from rising inflation. |
Excluding bonuses, average weekly earnings increased by 2.1% in the quarter, that’s the weakest growth since the three months to July 2016. | Excluding bonuses, average weekly earnings increased by 2.1% in the quarter, that’s the weakest growth since the three months to July 2016. |
That means wages are not keeping pace with inflation -- which was 2.3% in February and March, and 2.7% in April. | That means wages are not keeping pace with inflation -- which was 2.3% in February and March, and 2.7% in April. |
The ONS says: | The ONS says: |
The recent increase in consumer price inflation including owner occupiers’ housing costs has seen the annual rate of real wage growth (excluding bonuses) turn negative for the first time since the 3 months to September 2014. | The recent increase in consumer price inflation including owner occupiers’ housing costs has seen the annual rate of real wage growth (excluding bonuses) turn negative for the first time since the 3 months to September 2014. |
The pay squeeze is particularly painful for public sector workers. | |
Private sector regular pay grew by 2.3% in the 3 months to March 2017, while public sector pay grew by 1.3%, compared with the same period a year ago. | Private sector regular pay grew by 2.3% in the 3 months to March 2017, while public sector pay grew by 1.3%, compared with the same period a year ago. |
More to follow! | More to follow! |
Updated | Updated |
at 10.17am BST | |
9.26am BST | 9.26am BST |
09:26 | 09:26 |
Stand by your desks! UK Unemployment, Employment and Wages data is due at 9:30 am | Stand by your desks! UK Unemployment, Employment and Wages data is due at 9:30 am |
9.26am BST | 9.26am BST |
09:26 | 09:26 |
Jobs newsflash: Furniture retailer IKEA has announced it is opening new stores in Sheffield, Exeter and Greenwich. | Jobs newsflash: Furniture retailer IKEA has announced it is opening new stores in Sheffield, Exeter and Greenwich. |
This will swell IKEA’s workforce by 1,300, to 11,700. | This will swell IKEA’s workforce by 1,300, to 11,700. |
9.16am BST | 9.16am BST |
09:16 | 09:16 |
General strike hits Greece ahead of bailout vote | General strike hits Greece ahead of bailout vote |
Over in Greece, workers have downed tools as a general strike against austerity gets underway. | Over in Greece, workers have downed tools as a general strike against austerity gets underway. |
Public transport is disrupted, leading to long queues in the capital. Air traffic controllers are holding a four-hour strike, while ferry workers have been on strike since Tuesday. | Public transport is disrupted, leading to long queues in the capital. Air traffic controllers are holding a four-hour strike, while ferry workers have been on strike since Tuesday. |
Unions are protesting against the latest round of pension cuts and tax rises agreed with lenders, in return for Greece’s next bailout loans. Greek MPs will vote on the plan tomorrow night. | Unions are protesting against the latest round of pension cuts and tax rises agreed with lenders, in return for Greece’s next bailout loans. Greek MPs will vote on the plan tomorrow night. |
It’s not really the weather for protesting, though, or standing in a long line hoping for a bus.... | It’s not really the weather for protesting, though, or standing in a long line hoping for a bus.... |
Updated | Updated |
at 9.21am BST | at 9.21am BST |
9.08am BST | 9.08am BST |
09:08 | 09:08 |
The UK government is patting itself on the back after finally extricating itself from the Lloyds Banking Group share register. | The UK government is patting itself on the back after finally extricating itself from the Lloyds Banking Group share register. |
Britain has sold its final tranche of shares in Lloyds, more than eight years after rescuing the bank during the financial crisis of 2008 | Britain has sold its final tranche of shares in Lloyds, more than eight years after rescuing the bank during the financial crisis of 2008 |
Lloyds claims that the taxpayer has made an £900m profit - a point repeated by chancellor Philip Hammond on Twitter. | Lloyds claims that the taxpayer has made an £900m profit - a point repeated by chancellor Philip Hammond on Twitter. |
Please to say Lloyds bailout has now been fully repaid and all taxpayers' money returned. £21.207B paid back on £20.313B injected. | Please to say Lloyds bailout has now been fully repaid and all taxpayers' money returned. £21.207B paid back on £20.313B injected. |
But it’s not quite as simple as that, as my colleague Jill Treanor explains: | But it’s not quite as simple as that, as my colleague Jill Treanor explains: |
There are a number of ways of calculating the cost of the bailout. The calculations by Lloyds do not include the £3.6bn cost of borrowing funds in the depths of the 2008 crisis, while the Office for Budget Responsibility has used other methodology to show the government will ultimately break even. | There are a number of ways of calculating the cost of the bailout. The calculations by Lloyds do not include the £3.6bn cost of borrowing funds in the depths of the 2008 crisis, while the Office for Budget Responsibility has used other methodology to show the government will ultimately break even. |
It also doesn’t cover inflation, of course, or the other ways in which £20bn could have been used for the public good... | It also doesn’t cover inflation, of course, or the other ways in which £20bn could have been used for the public good... |
Updated | Updated |
at 9.24am BST | at 9.24am BST |
8.58am BST | 8.58am BST |
08:58 | 08:58 |
Shares in cybersecurity firm Sophos have hit a new record high, up 8%, after beating City forecasts this morning. | Shares in cybersecurity firm Sophos have hit a new record high, up 8%, after beating City forecasts this morning. |
Sophos posted an operating profit of $38.3m after growing revenues by 10%, with “exceptionally strong” cash flow growth. | Sophos posted an operating profit of $38.3m after growing revenues by 10%, with “exceptionally strong” cash flow growth. |
That growth could pick up this year, after the WannaCry outbreak refocused everyone’s attention on the threat of cybercrime. | That growth could pick up this year, after the WannaCry outbreak refocused everyone’s attention on the threat of cybercrime. |
Sophos’s clients include the NHS, which was struck badly by last Friday’s megahack..... | Sophos’s clients include the NHS, which was struck badly by last Friday’s megahack..... |
Sophos waters down 'NHS is totally protected' by us boasthttps://t.co/qCTqArFhMW pic.twitter.com/e8h3jPePV3 | Sophos waters down 'NHS is totally protected' by us boasthttps://t.co/qCTqArFhMW pic.twitter.com/e8h3jPePV3 |
Updated | Updated |
at 9.50am BST | at 9.50am BST |
8.42am BST | 8.42am BST |
08:42 | 08:42 |
The gold price has hit a two-week high this morning, as the dollar weakens and investors seek a safe haven for their money. | The gold price has hit a two-week high this morning, as the dollar weakens and investors seek a safe haven for their money. |
Gold is changing hands at $1.243 per ounce, the highest since May 3rd. | Gold is changing hands at $1.243 per ounce, the highest since May 3rd. |
8.38am BST | 8.38am BST |
08:38 | 08:38 |
Analyst: Impeachment talk hits markets. | Analyst: Impeachment talk hits markets. |
There’s a ‘risk off’ mood in the City today, says Naeem Aslam of Think Markets, after the New York Times reported that Donald Trump had asked James Comey to end the inquiry into Michael Flynn. | There’s a ‘risk off’ mood in the City today, says Naeem Aslam of Think Markets, after the New York Times reported that Donald Trump had asked James Comey to end the inquiry into Michael Flynn. |
What investors are worried about is that the impeachment could take place over in the US as the odds are showing more than 50 percent for such an event after the New York Times released its article. If such scenario does become a reality, we could literally say good bye to Trump’s reflation trade. | What investors are worried about is that the impeachment could take place over in the US as the odds are showing more than 50 percent for such an event after the New York Times released its article. If such scenario does become a reality, we could literally say good bye to Trump’s reflation trade. |
Updated | Updated |
at 8.47am BST | at 8.47am BST |
8.27am BST | 8.27am BST |
08:27 | 08:27 |
Anxiety over the unfolding political crisis in America has his European stock markets. | Anxiety over the unfolding political crisis in America has his European stock markets. |
The main indices are all falling in early trading, with Britain’s FTSE 100 dropping back from yesterday’s record high. | The main indices are all falling in early trading, with Britain’s FTSE 100 dropping back from yesterday’s record high. |
It’s not a major selloff, but there’s certainly some jitteriness in the markets today. | It’s not a major selloff, but there’s certainly some jitteriness in the markets today. |
Paul Donovan of UBS explains: | Paul Donovan of UBS explains: |
The question for markets is “can the current administration get anything done?” if this climate persists. The importance of international investors in US markets hints at overshooting – international investors tend to understand politics less well than domestic investors. This is why market political risk was always higher in the US than in Europe. | The question for markets is “can the current administration get anything done?” if this climate persists. The importance of international investors in US markets hints at overshooting – international investors tend to understand politics less well than domestic investors. This is why market political risk was always higher in the US than in Europe. |
8.08am BST | 8.08am BST |
08:08 | 08:08 |
Dollar falls after Trump hit by Comey memo | Dollar falls after Trump hit by Comey memo |
The US dollar has been hit by the latest revelations to strike Donald Trump’s White House. | The US dollar has been hit by the latest revelations to strike Donald Trump’s White House. |
The greenback has fallen to a six-month low against the euro, sending the single currency over $1.111 for the first time since November. It’s also hit a two-week low against the yen. | The greenback has fallen to a six-month low against the euro, sending the single currency over $1.111 for the first time since November. It’s also hit a two-week low against the yen. |
Euro at $1.1111 | Euro at $1.1111 |
The selloff came after it emerged that Trump had asked James Comey, then head of the FBI, to halt an investigation into Michael Flynn, Trump’s former national security advisor. | The selloff came after it emerged that Trump had asked James Comey, then head of the FBI, to halt an investigation into Michael Flynn, Trump’s former national security advisor. |
According to a memo written by Comey, Trump told him that | According to a memo written by Comey, Trump told him that |
“I hope you can see your way clear to letting this go, to letting Flynn go.” | “I hope you can see your way clear to letting this go, to letting Flynn go.” |
Here’s the full story: | Here’s the full story: |
The news sent shockwaves through Washington last night, where politicians were already reeling from the news that the president had shared confidential intelligence with Russia. | The news sent shockwaves through Washington last night, where politicians were already reeling from the news that the president had shared confidential intelligence with Russia. |
Some Democrats are demanding a full investigation into whether Trump has interfered with the judicial process. | Some Democrats are demanding a full investigation into whether Trump has interfered with the judicial process. |
John McCain, the Republican senator who ran for president in 2008, said the controversies facing Trump were of “Watergate size and scale”. | John McCain, the Republican senator who ran for president in 2008, said the controversies facing Trump were of “Watergate size and scale”. |
The House Oversight committee has now stepped in too, requesting to see ‘any and all communications’ between Comey and Trump. | The House Oversight committee has now stepped in too, requesting to see ‘any and all communications’ between Comey and Trump. |
.@jasoninthehouse requests any and all communications between Former FBI Director Comey and President Trump.📄⇩ pic.twitter.com/mOBXjEHUSQ | .@jasoninthehouse requests any and all communications between Former FBI Director Comey and President Trump.📄⇩ pic.twitter.com/mOBXjEHUSQ |
Investors are becoming concerned that America’s political system could become engulfed by crisis, preventing lawmakers implementing tax or spending plans. | Investors are becoming concerned that America’s political system could become engulfed by crisis, preventing lawmakers implementing tax or spending plans. |
As Mizuho bank put it: | As Mizuho bank put it: |
“As reporting intensifies on Trump’s potential mishandling of classified information, and renewed speculations on the rationale of his dismissal of Comey, markets are becoming concerned whether key legislation on tax reforms could be deferred or derailed.” | “As reporting intensifies on Trump’s potential mishandling of classified information, and renewed speculations on the rationale of his dismissal of Comey, markets are becoming concerned whether key legislation on tax reforms could be deferred or derailed.” |
Citi have also opined.... | Citi have also opined.... |
Flutter of applause please for Citi: "James and the Giant Impeachment" | Flutter of applause please for Citi: "James and the Giant Impeachment" |
Updated | Updated |
at 8.28am BST | at 8.28am BST |
7.52am BST | 7.52am BST |
07:52 | 07:52 |
The agenda: UK employment report | The agenda: UK employment report |
Good morning and welcome to our rolling coverage of the world economy, the financial markets, the eurozone and business. | Good morning and welcome to our rolling coverage of the world economy, the financial markets, the eurozone and business. |
The squeeze on living standards is a key issue in Britain today, after inflation hit a four-year high on Tuesday. | The squeeze on living standards is a key issue in Britain today, after inflation hit a four-year high on Tuesday. |
And today we get a new healthcheck on the UK labour market, which will probably confirm that pay packets are struggling to keep up with the rising cost of living. | And today we get a new healthcheck on the UK labour market, which will probably confirm that pay packets are struggling to keep up with the rising cost of living. |
The figures will cover the first three months of this year. Economists predict that Britain’s unemployment rate probably remained at 4.7%, the lowest rate in over 40 years, with employment at a record high. | The figures will cover the first three months of this year. Economists predict that Britain’s unemployment rate probably remained at 4.7%, the lowest rate in over 40 years, with employment at a record high. |
But the real story will probably be found in the wage growth figures. Basic pay is expected to have risen by around 2.2% per year in the quarter - rather less than the 2.7% inflation rate recorded in April. | But the real story will probably be found in the wage growth figures. Basic pay is expected to have risen by around 2.2% per year in the quarter - rather less than the 2.7% inflation rate recorded in April. |
Analysts at RBC Capital Markets say: | Analysts at RBC Capital Markets say: |
The March labour data are likely to show a third consecutive month with the unemployment rate at 4.7%. That would mean a very modest change in the level of employment on a 3m/3m basis after the large gain of 92k 3m/3m in January and the still impressive +39k last month. | The March labour data are likely to show a third consecutive month with the unemployment rate at 4.7%. That would mean a very modest change in the level of employment on a 3m/3m basis after the large gain of 92k 3m/3m in January and the still impressive +39k last month. |
Similarly on the average earnings front, there is limited scope for sharp changes in pay growth rates. Our UK economists are looking for unchanged average earnings growth of 2.3% 3m/y including bonuses and 2.2% 3m/y excluding bonuses. So with the headline figures expected to move sideways broadly speaking, one area of potential interest will be the split between full- and part-time employment. In the last couple of reports there has been a clear shift in favour of full-time work; if repeated this time, it would arguably be a sign that some of the remaining slack in the labour market is being eroded. | Similarly on the average earnings front, there is limited scope for sharp changes in pay growth rates. Our UK economists are looking for unchanged average earnings growth of 2.3% 3m/y including bonuses and 2.2% 3m/y excluding bonuses. So with the headline figures expected to move sideways broadly speaking, one area of potential interest will be the split between full- and part-time employment. In the last couple of reports there has been a clear shift in favour of full-time work; if repeated this time, it would arguably be a sign that some of the remaining slack in the labour market is being eroded. |
The data come out at 9.30am BST. | The data come out at 9.30am BST. |
Also coming up today | Also coming up today |
It’s a red letter day in the financial crisis, as the UK government finally sells its stake in Lloyds Banking Group, nearly nine years after its bailout. | It’s a red letter day in the financial crisis, as the UK government finally sells its stake in Lloyds Banking Group, nearly nine years after its bailout. |
Property developer British land, estate agent Foxtons, and cybersecurity firm Sophos are all reporting results. | Property developer British land, estate agent Foxtons, and cybersecurity firm Sophos are all reporting results. |
And a general strike is underway in Greece, as workers protest against the country’s austerity programme. | And a general strike is underway in Greece, as workers protest against the country’s austerity programme. |
Updated | Updated |
at 8.56am BST | at 8.56am BST |