YES is the private shadow consensus from 4 independent reports; the mean YES probability is 73.5%.
Will JOLTS quits be at least 3.0 million? BLS release: November 2026.
Scheduled resolution: Nov 3, 2026, 11:00 AM PST
What each model recorded
The strongest evidence is the recent official history: every reported month from January through August 2026 is above 3.0 million quits, ranging from 3.043M to 3.213M, with the latest available value at 3.066M in August 2026. That places the series only modestly above the 3.0M threshold, but on a sustained basis. Looking slightly further back, late 2025 was mixed: September and October 2025 were just below 3.0M, while November and December 2025 were above it. The most relevant seasonal analogue in the package is November 2025 at 3.119M, also above threshold. For resolution in the November 2026 BLS release, the reported month is likely the immediately preceding month in the standard JOLTS schedule, but the exact reference month is not stated in the evidence package; regardless, the latest observed run suggests quits have recently been hovering near but generally above 3.0M. Since the gap Limitations: The evidence package only includes observations through August 2026; there is no September or October 2026 data before the cutoff.; The target asks about the November 2026 BLS release, but the exact underlying reference month is not explicitly specified in the package.; Several recent values are only slightly above 3.0M, so normal month-to-month variation could easily move the initial print below threshold.; Resolution uses the initial BLS report, and preliminary values can differ from later revisions, but revision behavior is not provided in the package.
The November 2026 release should report September 2026 quits (one month after the August preliminary 3,066K). Over the last 24 reported months, quits ranged roughly 2,980K inrange 3,456K, with only two readings (Sep/Oct 2025) below 3,000K. Monthly values in 2026 averaged about 3,110K with a standard deviation near 60-70K, but the most recent prints (July 3,089K; August 3,066K) sit at the low end, suggesting mild cooling drift. Centering a forecast near 3,050-3,070K with ~65K monthly noise implies roughly a 75-85% chance of a reading at or above 3.0 million, trimmed slightly for the downward trend and possible revisions/benchmarking. Limitations: Evidence package captured 2026-10-01; no post-cutoff labor-market indicators (e.g., layoff news, hires trend) included.; Reference month for the November 2026 release is inferred from standard BLS lag, not stated explicitly.; August 2026 value is preliminary and subject to revision, which shifts the level baseline.; No information on potential data-collection disruptions or release delays.; No consensus forecast or nowcast available for September 2026 quits.
JOLTS quits have remained above 3.0 million for all Limitations: none recorded
The immutable evidence shows JOLTS quits levels (thousands) fluctuating between 2980 and 3456 from late 2024 through August 2026, with 20 of 24 observations above 3000 and the three most recent values at 3043-3213. The November 2026 release will report a month no later than October 2026; given the narrow recent range and absence of any sustained downward break below 3000, the probability that the initial print meets or exceeds 3000 is moderately elevated. No post-August observations are available before the evidence cutoff. Limitations: Latest observation is August 2026 (preliminary 3066); September and October prints are absent.; Series exhibits month-to-month volatility of 100-200k, so a single observation near 3000 cannot be extrapolated with high precision.; Resolution uses the first-reported figure, which can be revised in subsequent releases but is not observable here.
Resolution rule
YES if the BLS initially reported seasonally adjusted total nonfarm quits of at least 3.0 million; otherwise NO.
- Evidence cutoff
- Oct 31, 2026, 8:00 AM PDT
- Resolution time
- Nov 3, 2026, 11:00 AM PST
- Contract hash
- 9d03708d6f0b…89583ce5
- Run ID
- 67660f42-6c0a-44cb-8092-d4f36496d5a8
Pending
The system will not infer a result. It waits for the declared official source.
- Brier score
- —
- Log loss
- —
- Source hash
- Not available
AI and market, before the result
Both forecasts use the same evidence cutoff: Oct 31, 8:00 AM PDT. Lower Brier scores mean better probability estimates.
Waiting for the cutoff. A complete AI panel and a verified market quote from the preceding 15 minutes are required.
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