Research.LeutholdGroup

Most labor market measures continue to weaken, and for investors still heavily invested in stocks, we’d caution against waiting for all labor market figures to deteriorate before scaling back. Equities will likely take a big dive before such conclusive evidence arrives.

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Our Treasury Secretary (and former Fed Chair) has described the JOLT survey (Job Openings and Labor Turnover) as her favorite labor market indicator. We don’t know why: It’s a good survey, but similar figures become available about two months in advance of JOLT.

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For those disappointed that February’s employment report won’t be released until March 10th, we have something to consider in the meantime.

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