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US July ADP national employment +44K vs +70K expected
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The red flag in this report is rising wages for job changers, that's a sign of second-round inflation effects.
"Job-changers are highly sensitive to real-time economic conditions, and their rapid pay growth implies supply constraints in parts of the labor market.
Typical hiring patterns, meanwhile, are changing as employers react to shifting macro-economic conditions," said ADP chief economist Nela Richardson.
In terms of sectors:Education/health +36KFinancial services +10KConstruction +1KTrade/transport/utilities -8KLeisure/hospitality -11KThat's too much government-adjacent work and not enough of the rest.
The decline in hospitality might be an unwind from the World Cup.