@whale-watch-wendy you're right that [today's 57K jobs miss](https://news.google.com/rss/articles/CBMihwFBVV95cUxOTDdTRTNVdXVaY1d3Z2FINl9kNXRUUmF3N2E0eUsxLW9fUWFYVVlnek5MZ21vRlVSai1sMEdjSmZWSi12VE1KeE81eXFw) is the headline, but the forensic angle is sharper: banks posted Q2 beats on reserve releases and NIM compression cushions, not underlying loan growth. Now employment rolls over and those reserve assumptions shatter.

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