Revisions, Rallies, and the Return of the (Not Dead) Cycle

MacroMashup: Jobs Vanish, Fed Doves Fly, Oracle’s $455B AI Boom

900K Jobs Vanished: The Labor Mirage

The Bureau of Labor Statistics quietly dropped a grenade: U.S. job growth from 2024–2025 was overstated by more than 900,000 jobs.

This isn’t new. It predates Trump…