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Initial jobless claims in the US sank by 33,000 from the previous week to 231,000 on the second week of September, firmly below the market consensus of 240,000. The count declined sharply from the October-2021 high of 264,000 from the previous week, mostly on a surge in claim counts across multiple industries in Texas, with reports emerging of incorrectly-filed claims and fraudulent claims inflating the number and distorting the data. In the meantime, outstanding claims fell by 7,000 to 1,920,000, less than expectations of 1,950,000, and the least since late May. The results pushed back against recent concerns of an uncontrolled deterioration in the labor market, which drove the Fed to restart its cutting cycle despite high inflation.

US Initial Unemployment Claims Sink

The Philadelphia Fed Manufacturing Index climbed to +23.2 in September 2025, its highest reading since January, from -0.3 in August. Figures came in well above market estimates of 2.3, pointing to renewed expansion. The new orders index rose 14 points to 12.4 this month, and the shipments index rose 22 points to 26.1. The employment index remained mostly unchanged and continued to reflect overall increases in employment. Both price indexes moderated but remain elevated. The survey’s future indicators suggest widespread expectations for growth over the next six months.

Philadelphia Factory Activity Rebounds More than Anticipated

The FTSE 100 edged higher on Thursday as markets assessed central bank moves. The Bank of England kept rates at 4%, slowed its bond sales program, and said it will scale back sales of longer-dated gilts. In the US, the Federal Reserve cut rates as expected but cautioned against a rapid easing cycle, while signaling two more cuts remain likely this year amid labor market weakness. A stronger dollar boosted large multinationals, though retailer Next dragged on the index, falling almost 4% after a cautious update. Despite reporting a 10% rise in first-half sales and a 14% profit increase, both beating forecasts, the company stuck to its guidance and warned that second-half growth would slow due to weak employment and sluggish UK growth. Still, Next announced a dividend increase.

FTSE Trades Higher

The value of building plans approved in South Africa fell by 4.7% year-on-year to ZAR 9,022 million in July 2025, following a revised 12.5% slump in the prior month. This marked the second consecutive monthly decline, albeit at a slower pace, attributed to the non-residential segment (-25.2% vs -48.3% in June). On the other hand, permits increased for both residential projects (3.3% vs 2.5%) and additions & alterations (3.2% vs 2.1%).

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