Double Roundup: The Jobs Report That Got Revised Away
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Double Roundup: The Jobs Report That Got Revised Away
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Two weeks in one episode, and there is a reason for it. These weeks turned out to be a single story, and reading either one alone gives you the wrong conclusion. Week one: Nvidia guided to roughly 70% revenue growth against Wall Street's 45%, rose 8.7% the next day, and dragged the chip complex with it, while the Fed chair used his first Jackson Hole keynote to say there is more work to do on inflation. Week two: August payrolls came in at 162,000 against expectations near 55,000, and July was revised from a loss of 23,000 jobs to a gain of 21,000. That negative print, the one that anchored the entire August rate-cut rally, never actually happened. Atlas and Michael walk through what a revision that size does to a market pricing central bank decisions off every release, and what a rising cost of capital means for companies that have to raise money to keep going. Commentary and education only, never advice.