Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of executive recruiter Korn/Ferry (NYSE: KFY) jumped as high as 11.1% on average trading volume.

So what: A global consortium of central banks has come together with a plan to ease sovereign debt troubles and relieve the strain they're placing on local economies and private business. If businesses start hiring instead of firing, Korn/Ferry and sector rivals would see a golden age.

Now what: Other jumpers (up, not off the ledge) today include Heidrick & Struggles (Nasdaq: HSII), ManpowerGroup (NYSE: MAN), and Robert Half International (NYSE: RHI). An equal-weighted portfolio made up of these stocks would have lost 16% over the last year while the Dow Jones Industrial Index (INDEX: ^DJI) gained 8%, but they're jumping twice as high as the Dow today. You can see the talent-search specialists as an easy-to-read proxy for the job market's prospects -- and right now, the patient might be on the mend.

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