Key Points:
- Australian employment growth has stalled over the past three months, up by just 6,500 people.
- Australia’s unemployment rate remains low at 4.1%, while the labour force participation rate has tumbled since reaching a record high in January.
- Forward-looking measures of labour demand, such as Indeed job postings, remain healthy even though they have declined over the past year.
While Australian employment rose 32,200 people in March — normally a healthy figure — it followed a decline of 57,500 people in February. Australia’s job market has started the year in a sluggish fashion, with employment up just 6,500 people over the first three months. That’s a fair departure from last year when the job market was regularly adding 100,000 people or more a quarter.
Australian employment increased by 308,000 people over the past year, but just 96,600 people over the past six months. A little over half of annual employment growth was driven by full-time employment.
Given that, it’s perhaps surprising that Australia’s unemployment rate hasn’t increased more. The reason, however, is quite simple: Australia’s participation rate has declined by 0.5 percentage points over the past two months, effectively absorbing the impact of low employment growth.
If the participation rate had held steady at its record high from January, Australia’s unemployment rate would have jumped to 4.7% — a far cry from the 4.1% official rate.
The slowdown in employment growth is somewhat at odds with ongoing strength in forward-looking indicators of labour demand, such as job vacancies or job advertisements. Employers continue to report higher-than-normal vacancies that need to be filled, with Indeed’s job postings index for Australia still 52% above its pre-pandemic baseline through early April.
Most labour market metrics, though, remain quite healthy, with some even improving. Australia’s underemployment rate — the share of Australians with a job who would prefer more hours — fell to its lowest level since August 2008. Australian workers are increasingly able to find the hours they need, critical when faced with cost-of-living pressures.
Assessment and implications
Australia’s economic landscape has changed considerably in recent weeks. Carnage in financial markets, high levels of economic and geopolitical uncertainty and a suddenly weaker economic outlook will all weigh heavily on labour market conditions this year.
That said, conditions had already softened slightly over the first three months of the year, with employment growing modestly compared to strong gains last year. Forward-looking measures of labour demand remain healthy, but that could change quickly if global growth deteriorates.
The global economic environment has shifted in such a fashion that the Reserve Bank of Australia is now likely to cut interest rates aggressively, positioning the economy to better absorb the damage of an ongoing trade war.