Forward labor-market data infrastructure for capital markets

Forward labor scarcity, built to a financial benchmark standard.

$BIRTH is a monthly index of realized US births — the supply anchor of the Net Labor Capacity family, DMX's forward measure of labor scarcity. Versioned methodology, frozen parameters, stated revision policy. In development; onboarding anchor data clients now.

Realized Births Index
$BIRTH
Design preview
Base = 100
Illustrative panel · first official print forthcoming
Base 100 ILLUSTRATIVE Jan Apr Jul Oct
design principles
Basis Realized births only, no forecast
Timeliness At least six weeks ahead of the first federal estimate
Finality Settlement values final, revisions logged
State vital records Documented methodology Frozen parameters Revision-logged
Supply leg of the NLC family · demand series D-R, D-X and DRR follow

DMX quantifies the spread between demographic decline and AI acceleration, turning two of the largest structural forces in the economy into investable intelligence.

Live from the pipeline

Every version of every state file, archived twice daily.

DMX ingests provisional birth data directly from state vital-statistics systems and archives every vintage with a cryptographic fingerprint. Any published value can be reproduced as it was known on any date. Below: data from the live pipeline.

52
jurisdictions surveyed: 50 states, DC, and NYC
72.8%
of 2024 US births reachable from public sources — access, not rights
97.2%
reachable from public and on-request sources
2
independent capture sites, hash-checked; twice daily, never overwritten
California · provisional births by month
Occurrence basis · 58 counties · CA CHHS open data
 
registered to date recent months still filling in. A birth is registered days to weeks after it occurs, so the newest counts are low and rise toward final. Measuring that filing curve is part of the methodology, not a footnote.
Source: CA CHHS provisional county-month file, extract , archived by the DMX pipeline. Small-cell suppression applied upstream by the state.
Why this exists

Built for people who have to be right decades before the answer arrives.

Pension funds, insurers, sovereign funds and labor-intensive corporates price one unknown from two directions: how much work will need doing decades out, and how many people will be there to do it. Both halves are currently answered with material that was never built to be relied on — fertility numbers that are forecasts, and AI-labor numbers that quietly blend what could be automated with what demonstrably was.

On the supply side that means official state vital records — the same underlying events behind federal birth statistics. This is not an alternative estimate of US births; it is the same events, assembled sooner. The demand leg holds to the same rule: only displacement an employer has itself attributed, under published inclusion rules.

What you can rely on
01

Counted beats modelled

Only registered births enter $BIRTH. Only employer-attributed displacement enters D-R. No forecast enters either.

02

Published apart, never blended

A modelled series — D-X, exposure-implied displacement — publishes beside the realized one, never inside it. The distance between them is published too, as DRR.

03

Open methodology

One versioned public specification covering both legs, limitations disclosed. Not a black box.

04

Audit-ready

Revision-logged and designed to align with the IOSCO Principles for Financial Benchmarks.

The demand leg

Exposure is not displacement. DMX publishes the gap.

Most AI-and-labor numbers measure one of two things and rarely say which: what could be automated, or what demonstrably was. DMX publishes both, separately — the distance between them is the most useful number either produces.

D-R · realized

What actually happened

Admits only employer-attributed displacement, under published inclusion rules with corroboration and seasoning requirements and a public event log. If it cannot be attributed, it does not enter the series.

D-X · exposure

What is structurally at risk

Task-exposure models paired with adoption measures. It measures potential, and overstates hour removal — automated tasks often reallocate within a role rather than disappear. Published anyway, because pairing it with D-R turns that bias into information.

Displacement Realization Ratio
DRR(t) = A-R(t) / A-X(t)
realized, employer-attributed displacement ÷ exposure-implied displacement

DRR answers the question every institutional user of AI-labor analysis is currently asking: how much of theoretical exposure is landing as realized, attributed displacement? Rising toward one, exposure is converting into outcomes. Persistently low, the story is reallocation or augmentation — a different world to underwrite.

Published as Standalone licensable series, own history and revision log
Status Follows the supply launch
Settlement Research series throughout; not a settlement object

What the demand leg does not claim. No causal identification of AI's effect on employment, anywhere. D-R is an attribution measure under published rules; D-X is an exposure model. The composites are defined over those published constructions, not over an unobservable true effect.

Access and licensing

Free to follow. Licensed to build on.

The $BIRTH national print publishes free once the federal estimate for the same month is out. Licensing buys the same number at least six weeks earlier — typically eleven — with daily indicative updates between prints, state detail, full history, API delivery for Python, R and Snowflake, and redistribution rights. Pricing is indicative; final tier terms publish with the first print.

$BIRTH Public Free · registration required

The national $BIRTH print, panel-observed and national-estimate series side by side, monthly for the reference month six months back — after the federal estimate for it — with the methodology paper and revision log. Free to cite with attribution; not licensed for redistribution, derived products, or settlement use.

Get the monthly print
Tier 01
Raw Index Feed
$25,000 / yr

The same national print at full lead time, with daily indicative updates between prints, complete history and the revision log via API. SOC 2 in progress.

Quant funds · Terminal distribution
Macro research desks

Tier 03
Net Labor Capacity Suite
Custom pricing

The full Net Labor Capacity family, delivered in stages as each series launches: NLC-5/10/20 scarcity composites, both demand series and the Displacement Realization Ratio, dedicated analyst access, and priority access to new products. Priced to the mandate.

Macro hedge funds · Sovereign wealth funds
Investment banks · Global pension consultants

Founding rates for the first cohort on all paid tiers, in exchange for a multi-year term and reference rights.

A 30-day evaluation license is available for every paid tier: full access, no redistribution, converts or expires.

The Net Labor Capacity family

Supply, demand, and the net between them.

Get access

Book an anchor-client briefing.

Onboarding anchor data clients ahead of the first official print. Common questions — coverage, revisions, what the free tier permits — are answered on the FAQ.

Or request the methodology paper.