Particle.news
Download on the App Store

BLS Confirms Q3 U.S. Productivity Surge as Manufacturing Revisions Lift Durables

The drop in unit labor costs signals a disinflationary backdrop, with analysts divided over AI spending versus broader structural shifts as the main driver.

Overview

  • Nonfarm business productivity increased at an unrevised 4.9% annualized rate in the third quarter, while unit labor costs fell 1.9%, according to the Bureau of Labor Statistics.
  • Durable-goods manufacturing productivity was revised up to a 5.4% annual rate, with output up 3.6% and hours worked down 1.7%.
  • Total manufacturing productivity was revised to a 3.7% annual pace as output rose 3.0% and hours declined 0.7%, and unit labor costs were updated to a 1.1% increase.
  • Some economists cited by Reuters point to heavy investment in artificial intelligence as a likely boost to efficiency, while other analysis highlights tight labor markets, reshoring and tax incentives for capital spending.
  • Fed Chair Jerome Powell said technology lifts productivity over time and underpins rising wages, reinforcing the longer-run benefits of efficiency gains.