🚨 THIS IS ABSOLUTELY INSANE… US JOBS DATA JUST GOT BLASTED DOWN
The latest revisions from the U.S. Bureau of Labor Statistics just dropped — and they’re jaw-dropping.
Here’s the real story:
🔥 Big Picture: Jobs Are Being Erased
2025 revised down by over 1 MILLION jobs — the biggest annual revision in decades.
2024 cut by 818,000 jobs.
2023 cut by 306,000 jobs.
That’s ~2.1 MILLION jobs removed from the record in just three years.
Stretch the timeline further:
Since 2019, over 2.5 MILLION reported jobs have disappeared through revisions.
And get this — 6 of the last 7 years had negative revisions.
For context:
💥 During the Great Recession, total downward revisions were about half of what we’ve seen just in the past three years.
📉 What 2025 Really Looked Like
Originally reported:
→ 584,000 jobs created
Revised:
→ 181,000 jobs created
That’s a 69% cut.
Worse:
From April through December 2025, the economy added only ~120,000 jobs total — roughly 13,000 per month.
That’s far from “boom mode.”
🧠 The Bigger Problem? Policy Was Based on WRONG DATA
The Jerome Powell himself even acknowledged that payroll figures were likely overstating jobs by ~60,000 per month.
That means rate decisions, forecasts, corporate planning, asset allocations, investment strategies — all of it — was built on shaky ground.
If the foundation is wrong…
Everything that sits on top of it is at risk of being wrong too.
🔍 Why This Matters
This isn’t just a technical revision.
It changes how we should interpret:
Labor market strength
Wage growth
Consumer spending power
Inflation dynamics
Monetary policy decisions
And markets — especially bonds, equities, and risk assets — tend to lead economic weakness once data catches down to reality.
This isn’t fear-mongering — it’s a structural reality shift in the data.
I’ve been calling market tops and bottoms for over a decade, and when the real inflection hits, I’ll call that publicly too.
Many people will wish they paid attention sooner.
