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⚠️US layoffs are off to their largest start to a year since the Great Financial Crisis

What alternative data says about the US job market?

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Global Markets Investor
February 05, 2026

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GLOBAL MARKETS INVESTOR PORTFOLIO IS 🔥UP +93%🔥  SINCE JANUARY 2024

DURING THE MARCH-APRIL 2025 MARKET TURMOIL, MAJOR US INDEXES FELL NEARLY 20%, WHILE THE GMI PORTFOLIO GAINED OVER 5%, FIND OUT HOW BELOW:

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As you probably know, the Bureau of Labor Statistics (BLS) will not release the January jobs report on Friday as scheduled due to the partial government shutdown.

“The release will be rescheduled upon the resumption of government funding,” Emily Liddel, an associate commissioner at BLS, said in a statement on Monday, February 2. “Due to the partial federal government shutdown, the Bureau of Labor Statistics will suspend data collection, processing, and dissemination.”

Following the government reopening, the January employment report has been rescheduled for Wednesday, February 11, according to the Bureau of Labor Statistics.

The December Job Openings and Labor Turnover Survey, which was scheduled to be released Tuesday, was rescheduled for Thursday, February 5.

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Therefore, in the absence of official data, high-quality private-sector employment indicators become essential for assessing the state of the US job market, and these are examined below, after the paywall.

Importantly, in addition to the usual monthly payrolls and unemployment figures, the January jobs report will contain highly anticipated revisions to annual employment, which are expected to show that job growth through March 2025 was notably weaker than initially reported. We already analyzed this below.

🚨The US labor market just saw the biggest downward revision on record

The US job market is falling apart

globalmarketsinvestor.beehiiv.com/p/the-us-labor-market-just-saw-the-biggest-downward-revision-on-record

FREE REPORT EXAMPLES INCLUDING THE JUNE’S REPORT ARE LINKED BELOW

⚠️The US private sector employment is in a recession

US labor market trends are heading in the undesired direction

globalmarketsinvestor.beehiiv.com/p/the-us-private-sector-employment-is-in-a-recession

🚨November job market report is worse than many think

Please find the job market breakdown of the world's largest economy

globalmarketsinvestor.beehiiv.com/p/november-job-market-report-is-worse

Links to the most recent analysis is below.

⚠️The US labor market slowdown is intensifying

Ignore the headlines, the underlying data tells a very different story

globalmarketsinvestor.beehiiv.com/p/the-us-labor-market-slowdown-is-intensifying

ALTERNATIVE DATA SUGGESTING AN EMPLOYMENT DROP IN JANUARY

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