米国労働統計局(BLS)が28日発表した最近の月間雇用統計によると、米国は新型コロナウイルス感染症の流行で失った働き口をすべて公式的に回復した。

明らかに、これは経済全体にとって素晴らしいニュースです。 しかし、製造業がすでに6月に新型コロナウイルス感染症で失った働き口をすべて回収したという点を言及しないのは疎かだ。 また、7月に3万人の新規雇用が追加され、産業は依然として繁栄しています。 BLSはデータで2020年2月以降、工場の雇用が4万1000人増加したと明らかにした。
景気低迷から回復するためには製造業が最も長くかかる場合が多いため、COVID-19による働き口の減少を克服するだけでなく、残りの経済に速度をつける産業を見るのは信じられない。

人々が商品を購入するのにロックダウンや検疫に費やしたため、需要がその一部に役割を果たしました。 しかし、特に大流行が始まってから3年以上経った今も雇用が増えているという点を勘案すれば、全体像ではない。
現在起こっていることは、米国が真の産業政策を実施し始めているということです。 重要産業の拡大を優先順位に置くことも雇用を増やす結果をもたらすことが分かった。

この法律は、国内の半導体製造業に520億ドル、研究開発に数百億ドルを追加で支援することになる。 このような戦略のおかげで、すでにインテルのオハイオ州の歴史遺跡地、アリゾナ州の120億ドル規模の台湾半導体製造(TSMC)工場、テキサス州へのその他の投資など、多くの企業が米国に半導体工場を建設すると宣言した。
より肯定的な政策ニュースがある。 重要なことは、2021年に制定された超党派の法律によって資金提供されたインフラプロジェクトが現在開始されていることであり、これは間違いなく雇用の発展に貢献しているということです。 一方、「競技場平準化法2.0」のような重要法案の通過、ビルド·アメリカ、バイ·アメリカ条項の適切な施行を通じて、重要産業の一層の補強と強化を奨励する支持が高まっている。 インフレ抑制法は、一部の産業において雇用の増加をもたらす可能性があります。特に太陽光産業は興奮しているようです。

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作者 Zeng Zhuojun

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