米国雇用統計のグラフィックス

昨日、米国労働省から米国雇用統計が発表されました。ヘッドラインとなる非農業部門雇用者数は増加がストップしてしまいました。まるで、景気後退局面の入口のような雇用情勢です。まず、New York Times のサイトから記事の最初の6パラを引用すると以下の通りです。

With No New Jobs in August, White House Calls for Action
The nation's employers failed to add new jobs in August, a strong signal that the economy has stalled.
The dismal showing, the first time in 11 months that total payrolls did not rise, was the latest indication that the jobs recovery that began in 2010 lacked momentum. The unemployment rate for August did not budge, remaining at 9.1 percent.
As President Obama prepared to deliver a major proposal to bolster job creation next week, the report added to the pressure on the administration, on Republicans who have resisted any new stimulus spending, and on the Federal Reserve, which has been divided over the wisdom of using its limited arsenal of tools to get the economy moving again.
The White House immediately seized on the report as evidence that bold action was needed, calling the unemployment rate "unacceptably high." Secretary of Labor Hilda L. Solis said in an interview that she hoped the president's proposals would be embraced by Congress. "If they're not supported, then he's going to take it out to the public," she said.
Republicans, in turn, argued that the numbers were further proof that the policies of Mr. Obama, whom they quickly dubbed "President Zero," were not working. The lack of growth in nonfarm payrolls was well below the consensus forecast by economists of a 60,000 increase, which itself was none too optimistic. It was a sharp decline from July, which the Labor Department on Friday revised to show a gain of 85,000 jobs.
August's stall came after a prolonged increase in economic anxiety this summer that began with the brinksmanship in Washington's debt-ceiling debate, followed by the country's loss of its AAA credit rating, stock market whiplash and renewed concerns about Europe's sovereign debt.

週末ですので簡単にグラフィックを示すと以下の通りです。上のパネルは非農業部門全体の雇用者数の前月差増減とそのうちの民間部門、下のパネルは失業率です。いずれも季節調整済みの系列で、影をつけた部分は景気後退期です。

New York Times のブログサイトである Economix の記事を真似た Jobless Recovery のグラフは以下の通りです。

日本でも同じことですが、もともとが雇用の回復が極めて緩やかな景気回復局面でしたから、これで景気がさらに減速したりすると、米国のように完全に雇用の回復がストップする可能性も否定できません。