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UK pay growth stays high – but Britons are feeling the pinch | UK pay growth stays high – but Britons are feeling the pinch |
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Firms are reluctant to hire and unemployment is rising, as inflation dulls the impact of higher wages | Firms are reluctant to hire and unemployment is rising, as inflation dulls the impact of higher wages |
UK labour market cools as pay growth slows and job losses rise | UK labour market cools as pay growth slows and job losses rise |
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Tuesday’s latest snapshot of the UK jobs market shows what is becoming a familiar pattern: a gradual slowdown in hiring, rising unemployment, yet with wage growth still uncomfortably high for policymakers. | |
Whether because of Rachel Reeves’s £25bn national insurance increase, uncertainty over her upcoming budget, AI-related disruption or Donald Trump’s tariffs – or perhaps all four – companies seem to be cautious about taking on staff. | |
In the July to August period, the number of vacancies in the economy was down by 119,000 on a year earlier. | |
The unemployment data only runs to July – but it shows 2.3 unemployed people for each vacancy, up from 2.2 in the previous quarter. | The unemployment data only runs to July – but it shows 2.3 unemployed people for each vacancy, up from 2.2 in the previous quarter. |
The unemployment rate was up by 0.1 percentage points on the previous three months – at 4.7% – the highest rate in four years. | The unemployment rate was up by 0.1 percentage points on the previous three months – at 4.7% – the highest rate in four years. |
Employment was also rising, however, in part as more people move from being economically inactive, into the workforce. | Employment was also rising, however, in part as more people move from being economically inactive, into the workforce. |
At 21.1%, the economic inactivity rate was down 0.8 percentage points on a year earlier – though it remains stubbornly higher than before the pandemic. | At 21.1%, the economic inactivity rate was down 0.8 percentage points on a year earlier – though it remains stubbornly higher than before the pandemic. |
And as Helen Gray, the chief economist at the Learning and Work Institute thinktank, said: “While economic inactivity is falling, a sizeable number of those returning to the labour market appear to be seeking work, rather than entering employment.” | |
Bank of England policymakers, who meet on Thursday to decide interest rates, have been waiting for this slowdown in the labour market – under way for many months now – to bring wage inflation under control. | Bank of England policymakers, who meet on Thursday to decide interest rates, have been waiting for this slowdown in the labour market – under way for many months now – to bring wage inflation under control. |
Yet so far that has been a slow process, and wage growth remained relatively robust, at an annual rate of 4.8% excluding bonuses in the three months to July, according to the ONS. | Yet so far that has been a slow process, and wage growth remained relatively robust, at an annual rate of 4.8% excluding bonuses in the three months to July, according to the ONS. |
When wages are rising strongly, economists fret that it will create the space for companies to continue raising their prices, contributing to a further round of inflation. | When wages are rising strongly, economists fret that it will create the space for companies to continue raising their prices, contributing to a further round of inflation. |
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The Bank’s governor, Andrew Bailey, has repeatedly stressed the importance of the jobs market, and specifically wages, in determining where interest rates go from their current level of 4%. The latest data makes it even less likely that the Bank’s monetary policy committee will cut rates this week. | The Bank’s governor, Andrew Bailey, has repeatedly stressed the importance of the jobs market, and specifically wages, in determining where interest rates go from their current level of 4%. The latest data makes it even less likely that the Bank’s monetary policy committee will cut rates this week. |
While wage growth remains higher than the Bank believes is consistent with meeting its inflation target, however, it will not feel that way for workers. | While wage growth remains higher than the Bank believes is consistent with meeting its inflation target, however, it will not feel that way for workers. |
With inflation on the rise again, pushed up by food prices and energy bills, the ONS calculates that real wages are just 1% higher than a year ago – or 0.5% once housing costs are taken into account. | With inflation on the rise again, pushed up by food prices and energy bills, the ONS calculates that real wages are just 1% higher than a year ago – or 0.5% once housing costs are taken into account. |
That is likely to mean that many consumers continue to feel the pinch, despite Labour’s stated determination to ensure economic growth can be felt in workers’ pockets. | That is likely to mean that many consumers continue to feel the pinch, despite Labour’s stated determination to ensure economic growth can be felt in workers’ pockets. |
As Ben Harrison, the director of the Work Foundation thinktank, put it: “The combination of stagnant living standards and sticky inflation means that people are still likely to feel pessimistic about their household finances one year into the new parliament.” |
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