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Real-Time Labor Market Estimates

During the 2020 Coronavirus Outbreak*

Alexander Bick

Arizona State University

Adam Blandin

Virginia Commonwealth University

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First version: April 15, 2020

Current version: June 18, 2021

(click for the most recent version)

Abstract

Official labor market statistics for the United States are collected once a month and published

with a three week delay. In normal times, this procedure results in timely and useful statistics.

But these are not normal times. Currently, the most recent statistics refer to May 9-15; new

statistics will not be available until Friday, July 2. In the meantime, the COVID-19 pandemic

is rapidly reshaping the US economy. This project aims to reduce this information lag by

providing data on labor market conditions several weeks ahead of official statistics. We do so

via an online labor market survey of a sample representative of the US working age population,

which we refer to as the Real-Time Population Survey (RPS). The core labor market questions

in the RPS follow the government survey (the CPS), which allows us to construct estimates

consistent with theirs. The RPS was conducted twice monthly from March through October,

and since then is conducted monthly. The latest RPS estimates for working age adults from

the week of June 6-12 show a slowdown in the labor market recovery between early May and

early June.

*This is preliminary research still in progress. Feedback is appreciated. We thank the Center for the Advanced

Study in Economic Efficiency at ASU, the Office of the Vice President for Research and Innovation at VCU, and

the Federal Reserve Bank of Dallas for generous financial support. We thank Carola Grebitus, Richard Laborin,

and Raphael Schoenle for crucial help starting this project, and Bart Hobijn, Todd Schoellman, Karel Mertens, and

Ryan Michaels for helpful feedback and discussion. We also thank Minju Jeong and Juan Odriozola for outstanding

research assistance. For more information, or to subscribe to receive updated drafts, please visit our project website.

Contact the authors at alexander.@asu.edu and ajblandin@vcu.edu. The Real-Time Population Survey is conducted

in collaboration with the Federal Reserve Bank of Dallas. The results from the Real-Time Population Survey do not

represent official forecasts or views of the Federal Reserve Bank of Dallas, its President, the Federal Reserve System,

or the Federal Open Market Committee.

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1 Introduction

The COVID-19 pandemic prompted a sharp economic downturn in the US and around the world.

Designing an appropriate and effective policy response to the crisis is now a major priority for

policymakers and researchers.

Effective policies require timely and accurate data on the scale of the downturn, yet traditional

data sources are only made available at a significant lag. For example, the most recent Employment

Situation Report by the Bureau of Labor Statistics (BLS) was released Friday, June 4. This report

reflects labor market conditions from the week of May 9-15, and so is already several weeks out

of date. The next BLS report will not be released until Friday, July 2.

The goal of this project is to provide more timely information on the state of the labor mar- ket. To do so we collect online survey data from a sample representative of the US working age

population (ages 18-64). The survey questions closely follow the structure of the Basic Labor

Market module in the Current Population Survey (CPS), which allows us to compute labor market

estimates consistent with their measures. We also include a suite of questions specifically tailored

to the present economic situation which are not asked by the CPS. We refer to our survey as the

Real-Time Population Survey (RPS).

The RPS was conducted twice monthly from March through October, and since then is con- ducted monthly. Beginning with the third survey wave in late April 2020, the RPS is conducted in

collaboration with the Federal Reserve Bank of Dallas.

The latest RPS estimates for working age adults from the week of June 6-12 show a slowdown in

the labor market recovery between early May and early June:

1. Employment in the RPS decreased from 71.1% to 70.7% between early May and early June,

though the change is not statistically significant. Employment currently remains well below

its February 2020 level of 73.8%.

2. The RPS unemployment rate was 7.2% in June 6-12 unchanged from early May. Labor force

participation decreased over the same period, but the change was not statistically significant.

3. Among those who were employed in February 2020, 23.0% have experienced a loss in earn- ings as of June 6-12. This is down from 37.4% in mid April 2020, indicating that some

earnings losses experienced early in the pandemic were temporary in nature. Roughly one

half of those who are earning less are currently working but have received a pay cut relative

to February 2020. Meanwhile, 30.0% are earning more than in February 2020, more than

the number who have lost earnings since the start of the pandemic.

4. Among those in the RPS who were working in February 2020, just under two thirds are still

working for the same employer as in February 2020; the remainder are either working for

a different employer or not employed. Net increases in employment since April 2020 came

primarily from a growing number of individuals working for a new employer, rather than

returning to their employer from February 2020. Among those who worked in February

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2020 but are not currently working, less than half believe they would be able to return to

their previous employer.

In the next section we provide a brief overview of our online survey and compare it to some

other labor market surveys. Section 3 summarizes the results of validation exercises comparing la- bor market outcomes in our survey to outcomes in recent CPS survey months. Section 4 documents

the key estimates for labor market aggregates derived from our survey. Section 5 documents how

earnings have changed among individuals who were employed in February. Section 6 documents

heterogeneity in labor market changes across several demographic and economic groups. Finally,

Section 7 concludes and discusses next steps for this project.

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