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US small-business sentiment hits 11-month high, labor shortages persist

Created at 11 Aug · 10:06 AM1 source↑ Market-relevant
IN SHORT

U.S. small-business sentiment rose to an 11-month high in July, with owners planning to boost hiring. However, labor shortages remain a significant concern, with a record high of owners reporting unfilled job openings.

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Key Numbers

99.8Small Business Optimism Index in July
11-monthhighest level for sentiment
98.052-year average for optimism
91uncertainty index reading
102.1employment index reading
20%share of owners planning to create jobs
36%share of owners reporting unfilled job openings
27%owners citing labor quality/availability as main problem
14%businesses citing inflation as main problem

Who's Involved

National Federation of Independent Business
reported small-business sentiment data
Bill Dunkelberg
NFIB Chief Economist
Donald Trump
President whose administration's immigration crackdown impacts labor force

↳ Why This Matters

The data indicates a potential disconnect between small business owners' hiring intentions and their ability to find workers, which could impact economic growth and inflation dynamics. Persistent labor shortages may constrain output and put upward pressure on wages.

Key facts

  • U.S. small-business sentiment reached an 11-month high in July.
  • The NFIB Small Business Optimism Index rose to 99.8.
  • Plans for hiring increased significantly, but labor shortages worsened.
  • 36% of owners reported unfilled job openings, a record high.
  • Labor availability was the top concern for small businesses.

U.S. small-business sentiment improved to an 11-month high in July, driven by increased owner optimism about hiring plans. The National Federation of Independent Business (NFIB) reported its Small Business Optimism Index rose 2.4 points to 99.8, surpassing the 52-year average. This suggests that a recent dip in nonfarm payrolls may have been temporary.

Despite the overall rise in optimism, the survey's uncertainty index climbed to 91, reflecting owners' hesitations about expanding and capital expenditure plans. NFIB Chief Economist Bill Dunkelberg cited the war with Iran as a likely cause for high uncertainty.

The employment index saw a rebound, with the share of owners planning to create new jobs in the next three months jumping to 20%, the highest since October 2022. However, this hiring push faces significant headwinds from persistent labor shortages. The percentage of owners reporting job openings they could not fill increased to 36%, the highest since June 2025, affecting both skilled and unskilled positions.

Labor availability was identified as the most critical problem by 27% of small business owners in July, far exceeding the historical average. Reports of inflation as the primary concern dropped for the first time this year, with only 14% of businesses citing it.

The decline in nonfarm payrolls reported by the government was partly attributed by some economists to worker shortages, exacerbated by a decrease in the labor force due to retirements and the Trump administration's immigration policies.

Frequently asked questions

It is a monthly survey that measures the sentiment of U.S. small business owners regarding various economic factors, including hiring plans, sales expectations, and inflation.

Labor quality or availability was identified as the most important problem by 27% of small business owners in July.

Reports of inflation as the most important problem dropped for the first time this year, with only 14% of businesses citing it as an issue.

What Happens Next

01Monitor future NFIB surveys for continued trends in sentiment and labor availability.
02Observe upcoming nonfarm payroll reports for confirmation of labor market strength.
03Track inflation data for signs of renewed pressure from wage growth.

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Cadence
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How It Developed

Small-business sentiment increased to an 11-month high in July.
The NFIB Small Business Optimism Index rose 2.4 points to 99.8.
The uncertainty index increased to 91 amid concerns about expansion.
The employment index rebounded to 102.1.
Plans to create new jobs jumped to 20%, the highest since October 2022.
The share of owners reporting unfilled job openings increased to 36%.
Labor availability was identified as the most important problem by 27% of owners.
Reports of inflation as the most important problem dropped to 14%.

Sources

T1
US small-business sentiment rises to 11-month high in July, labor shortages a worryReuters

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