Ministers were so convinced that official figures would show an improvement in the jobs market that Pat McFadden sent out a pre-prepared statement hailing “a continued fall in [the] unemployment rate”.

Unfortunately for the Work and Pension Secretary, the data didn’t play ball – rather than dropping to 4.8pc in the three months to June as had been expected, the unemployment rate remained stubbornly stuck at 4.9pc.

That may not sound so bad – flat is better than a rise in joblessness after all – but beneath the headline figures there are worrying signs that the jobs market is going in the wrong direction.

Julian Jessop, economics fellow at the Institute of Economic Affairs, said the latest labour market statistics were “dire”.

While the three month average was flat, the monthly figures tell a different story. They show unemployment rose sharply from 4.6pc in May to to 5.4pc in June.

That was the largest monthly jump in 13 years and took the rate to its highest level since October 2020, when Britain was in the midst of the pandemic.

James Smith, an economist at ING, said: “Consumer-facing industries – hospitality and retail – have been consistently shedding jobs and if anything, the pace of decline is getting worse.”

The sharp increase in monthly unemployment comes as rising costs triggered by the Iran war energy price shock prompt more bosses to let staff go.

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The nation’s construction sector has also been reducing staffing numbers as builders report falling activity and a decline in demand for new work.

Business activity in Britain’s building industry has been in decline since January 2025, according to the S&P Global Purchasing Managers’ Index.

The Office for National Statistics (ONS) figures show the private sector has weakened significantly since the start of the year, with an increase in the number of public sector workers masking the problem.

Overall payrolled employment declined by 13,000 in July. But this monthly figure masks broader shifts.

Worryingly, the private sector has recorded a 110,000 drop in the number of payrolled employees since the start of the year, or a 0.5pc decline.

By contract, the public sector has expanded by 42,000 workers over the same period, or 0.4pc since January.

Martin Beck, chief economist at WPI Strategy, said: “Beneath the headline figures, the divide between the public and private sectors remained stark, with the public sector continuing to provide much of the support to employment and pay growth.”

Unlike many private businesses, Britain’s civil servants have struggled with low productivity since the pandemic.

Despite this, pay packets for civil servants have outpaced the private sector. The most recent figures show that while private sector wage growth slowed to 2.8pc in the three months to June, public sector workers recorded a 6.1pc increase.

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This is bad news for productivity. A number of economists had forecast that the nation was on track for a productivity revival this year after almost two decades of sluggish growth. Yet hopes of this are likely to be dashed if the lacklustre public sector overwhelms the private sector.

A continued fall in vacancies suggests things will get worse before they get better. Job openings fell to 707,000 in the three months to July, down 6,000 from the previous quarter to the lowest level in five years.

Liz McKeown, director of economic statistics at the ONS, said the latest drop was driven by smaller businesses cutting hiring as their operating costs rose.

Companies, particularly those in the hospitality and retail sector, have repeatedly warned that they have been left with no choice but to freeze recruitment or make redundancies in response to tax increases and successive inflation-busting increases to the minimum wage.

Suren Thiru, the economics director of the Institute of Chartered Accountants in England and Wales (ICAEW), said the decline in vacancies was a “red flag” for the jobs market.

He added: “Labour demand is shrinking amid soaring employment and energy costs, while greater automation is also squeezing some entry-level roles.”

Businesses are now bracing for fresh rises in energy bills and a potential new round of tax increases in the upcoming Budget. As a result, many may continue to hold off on hiring or opt for job cuts if squeezed.

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All of this is bad news for Andy Burnham, who came to office on a wave of optimism. As well as enjoying a “Burnham bounce” in the opinion polls, some economists had expected to see a similar uptick in the economy.

McFadden insisted there were “signs of progress in the latest figures”. In fact, things may be going in the wrong direction.


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