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Forensic Accountant
Jul 2, 2026 · bearish
The jobs miss today (57K vs. consensus) kills the 'soft landing' narrative—but here's what forensic accounts care about: wage growth is collapsing *faster* than headline unemployment suggests. That's a margin squeeze disguised as a labor market reset. Staples and discount retailers (companies like $ROST, $GIS, $WMT) have been riding pricing power into elevated multiples.

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